Jason T. Margulis


Jason Margulis is an audit manager with more than 12 years of experience serving not-for-profit organizations and government entities. 


Jason serves a variety of our more than 500 not-for-profit and government entity clients.  His significant experience with the accounting, audit, tax, and financial reporting issues specific to this arena offers substantial value to our clients.


Jason’s technical expertise related to the audit and tax needs of our not-for-profit and government clients includes:


  • Best practices related to compliance with organizational policies and procedures
  • Uniform Guidance audit issues
  • Federal Form 990 best practices and other tax concerns


Additionally, Jason has provided consulting support on initiatives as an external control subject matter expert to ensure effectiveness and efficiency of operations, reliability of financial reporting and compliance with applicable laws and regulations.