Firm Leadership / Margaret Eldridge
Margaret Eldridge
CPA, MBA, CSEP
Manager
Tax & Accounting Services
Hanover, PA
717.637.5915
Margie co-manages the Individual Tax Advisory Services division, where she provides clients with tax and consulting solutions. Her primary specialization centers on individual tax needs, with a specific emphasis on addressing retirement-related concerns.
Margie also provides estate and trust taxation compliance and planning services. She successfully completed the necessary education and examination requirements to become distinguished as a Certified Specialist in Estate Planning, demonstrating her expertise in this field.
Quick Facts
Professional Memberships
- American Institute of CPAs - Member
- Pennsylvania Institute of CPAs - Member
- York County Estate Planning Council – Steering Committee Member; Ways and Means Committee Chair
Recent News
Certifications
- Certified Public Accountant – Pennsylvania
- Certified Specialist in Estate Planning (CSEP)
Education
- B.S. Accounting – York College of Pennsylvania
- M.B.A. Business Administration – York College of Pennsylvania
Work Highlights
- Year joined SEK: 2005
Q&A with Margie
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What was your first job?
I was an auctioneer clerk at an Auto Auction at 14 years old.
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What are your hobbies?
Riding horses and spending time with my family
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What is a fun fact about you?
I have travelled to Europe seven times.
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What is on your bucket list?
Drive to Alaska
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What is the most inspiring part of your job?
Empowering older women
My Industry Specialties
- Closely-Held Businesses
My Service Specialties
- Estate Planning & Compliance
- Business Accounting & Advisory
- Tax & Compliance
Client Testimonials
Very patient with us when we purchased a Short Term Rental property - which was completely new to us. She helped us get the best tax advantages for the property.
A Hanover Tax Client
Margie is very professional and kind. Extremely qualified.
A Hanover Tax Client
Margie always makes sure I understand and also works with me to plan for the future.
A Hanover Tax Client
Margie goes over and above with personalized service.
A Hanover Tax Client
Margie always anticipates our needs, is always fast, and makes sure we never forget a deadline.
A Hanover Tax Client
Margie Eldridge is always very quick to respond to any questions I may have.
A Hanover Tax Client
Margie gave me plenty of her time and seemed to really care.
A Hanover Tax Client
Superb job researching and filing a unique return. Not a typical client return in that it followed Foreign Income Exclusion rules. Great job helping me with this first time (for me) filing.
A Hanover Tax Client
I have had multiple phone and email conversations with Margie regarding a business situation and value her input.
A Hanover Tax Client