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Firm Leadership

Firm Leadership / Margaret Eldridge

Margaret Eldridge

Margaret Eldridge

CPA, MBA, CSEP

Manager
Tax & Accounting Services


Hanover, PA

717.637.5915

Connect with me on LinkedIn

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

  • What was your first job?

    I was an auctioneer clerk at an Auto Auction at 14 years old.

  • What are your hobbies?

    Riding horses and spending time with my family

  • What is a fun fact about you?

    I have travelled to Europe seven times.

  • What is on your bucket list?

    Drive to Alaska

  • 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

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