Trusted Advisor and Life Coach Steven Margulin CPA CFP® provides complete one-stop financial planning, tax preparation, and personal business management services for busy and successful individuals.

Limiting his practice to a select group of people, Steve is able to provide his clients with hands-on personal service and attention. The kind you deserve.

To learn more or to schedule a no-cost, no-obligation meeting to see how Steve can be of service to you...

CALL NOW: (505) 345-6611

Steve Margulin, CPA. and
CERTIFIED FINANCIAL PLANNER®