Firm Leadership / Margaret Eldridge
Margaret Eldridge
CPA, MBA, CSEP
Manager
Tax & Accounting Services
Hanover, PA
717.637.5915
With 20 years of experience, Margie co-manages the firm's Individual Tax Advisory Services division, offering comprehensive tax and consulting solutions to clients. She specializes in individual tax planning, with a particular focus on addressing retirement-related issues.
Margie also provides estate and trust taxation compliance and planning services. She has earned the designation of Certified Specialist in Estate Planning (CSEP), having successfully completed the education and examination requirements. This certification recognizes her specialized expertise in estate and trust planning, enabling her to offer clients advanced strategies to address complex estate matters and ensure effective wealth transfer.
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
- Margie Eldridge Joins YCEPC Steering Committee (July 2019)
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
Margie is just the best. We have worked with her for years. Never a problem. She always answers all questions so promptly. She takes the stress out of tax time for us. Not only that, but she is so smart and professional. 10 Stars across the board for Margie!!
A Hanover Tax & ACTS Client
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