Soar to Success February 2018

SOAR TO SUCCESS / February 2018 / Feature Article She gives advice on the right timing of making a financial decision. She shared with us that spreading an expense from one year into the next could have significant taxation consequences. She can also help families with their personal taxation issues, especially aging clients. “Just because your grandmother doesn’t pay income taxes – doesn’t mean she doesn’t need a CPA. She may have assets that can be redeemed with little or no taxation – but you could get stuck with a big tax bill if you inherit that same asset.” Her father was strong in mathematics and Marguerite found she was proficient with numbers, as well. She even helped her parents prepare their income taxes, while still a teenager. Of course, the tax forms were considerably easier to understand. Upon her graduation from Case Western Reserve, she was hired by one of the larger accounting firms. She eventually moved on to work directly as an in-house CPA for a few different companies. She eventually decided to strike out on her own. In 1985, she hung out her shingle and a year later she was able to purchase her building at 16903 Fischer Road in Lakewood, a suburb of Cleveland. Marguerite enjoys working with her clients and has received many positive reviews over the years. One said this: 16903 Fischer Road, Lakewood, OH