Our Team
Margaret Hartwell
Managing Partner, CPA
Margaret Hartwell
Managing Partner, CPA
Margaret founded Hartwell & Associates in 1998 after ten years at a Big Four firm, where she specialised in tax for closely held businesses and their owners.
She holds a Master of Science in Taxation and has represented clients before the IRS for more than two decades. Margaret speaks regularly to business groups on entity selection and succession planning.
Outside the office she chairs the finance committee of a regional food bank.
Areas of focus
- Tax planning for business owners
- Succession and exit planning
- IRS representation
Education & credentials
- MS Taxation, Golden Gate University
- BS Accounting, University of Illinois