Margo Zuleger

Margo Zuleger Email and Phone Number

Managing Partner at Zuleger Advisors @ Zuleger Advisors, Inc.
appleton, wisconsin, united states
Margo Zuleger's Location
Appleton, Wisconsin, United States, United States
Margo Zuleger's Contact Details

Margo Zuleger work email

Margo Zuleger personal email

n/a
About Margo Zuleger

The benefit to working with both Zuleger Advisors and Elite Tax Service, CPA's is our understanding of the Affordable Care Act and the documents required to be filed with your tax returns to avoid paying the penalty. Having a greater understanding of how your health insurance elections may benefit or harm your taxes can make all the difference.Zuleger Advisors:Innovation and depth of experience....As one of the leading insurance consulting agencies in the Fox Cities, our advisors are known for their innovative thinking, strategic approach and in-depth analysis. Our extensive experience in the field is coupled with one of the best reputations for exceptional customer service. We've also built solid relationships with dozens of insurance providers.Insurance Services offered:-Health-Dental-Life-DisabilityWith hundreds of clients who've already benefitted from our knowledge, we understand exactly what it takes to customize the best plan for you, the individual, or for your small business._______________________________________________________________________________Elite Tax Services:At Elite Tax Service, CPAs we are dedicated to you and all of your accounting needs. We have an understanding of the needs of small business and have a passion for helping others. We combine our business experience and tax knowledge to tailor to your needs, ensuring that your business functions at an ELITE level.Services offered by Elite include: -Tax Planning-Bookkeeping-Company Structuring and Organization-Federal and State Forms and Applications

Margo Zuleger's Current Company Details
Zuleger Advisors, Inc.

Zuleger Advisors, Inc.

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Managing Partner at Zuleger Advisors
appleton, wisconsin, united states
Employees:
4
Margo Zuleger Work Experience Details
  • Zuleger Advisors, Inc.
    Health Insurance Consultant
    Zuleger Advisors, Inc. Oct 2005 - Present
    2229 N. Richmond Street, Appleton, Wi 54911
    Responsible for effectively managing day-to-day client service relationships. Worked with employers to consider strategies to manage their employee benefit plans with the implementation of the Affordable Care Act. Developed strong interpersonal and communication skills and the ability to work with a wide range of clients with varying knowledge of the insurance industry.Assist individual clients in enrolling on the Health Insurance Marketplace through Healthcare.gov including account setup, income verification, health plan selection and service.
  • Elite Tax Service, Cpas
    Partner
    Elite Tax Service, Cpas Jan 2014 - Present
    2229 N. Richmond Street, Appleton, Wi 54911
    Accounting, consulting and tax services for individual and business clients. Providing general bookkeeping and payroll services for small business clients. Work with clients to file monthly and quarterly corporate tax reports. Prepared individual tax returns
  • John Hancock Financial Services
    Office Manager
    John Hancock Financial Services Apr 2004 - May 2005
    Appleton, Wisconsin
    Responsible for filing, answering phones, setting appointments and other clerical duties.Organization and implementation of marketing seminars to recruit potential new clients.

Margo Zuleger Skills

Cpa Health Insurance Dental Insurance Disability Insurance Cobra Adminstration Affordable Care Act Wellness Health Care Reform Medicare Small Business Human Resources Sales Insurance Customer Service Tax Preparation Payroll Taxes Bookkeeping Leadership Accounting Management Quarterly Tax Reporting Finance Strategic Planning

Margo Zuleger Education Details

Frequently Asked Questions about Margo Zuleger

What company does Margo Zuleger work for?

Margo Zuleger works for Zuleger Advisors, Inc.

What is Margo Zuleger's role at the current company?

Margo Zuleger's current role is Managing Partner at Zuleger Advisors.

What is Margo Zuleger's email address?

Margo Zuleger's email address is mz****@****ors.com

What schools did Margo Zuleger attend?

Margo Zuleger attended Lakeland College, Lakeland College, University Of Wisconsin-Madison.

What skills is Margo Zuleger known for?

Margo Zuleger has skills like Cpa, Health Insurance, Dental Insurance, Disability Insurance, Cobra Adminstration, Affordable Care Act, Wellness, Health Care Reform, Medicare, Small Business, Human Resources, Sales.

Who are Margo Zuleger's colleagues?

Margo Zuleger's colleagues are Susan Sokoloski, Paula Prasnicki, Hugo Galvan Garcia.

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