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Seth Margolies

Partner, CRI Advisors, LLC

Direct:

Seth works with small to mediumsized businesses by assisting them with their various tax planning needs. He strives to thoroughly communicate with his clients and offer them a sense of transparency while handling their needs in a timely and efficient manner. 

Years of Experience

24

Education

University of Kansas, Bachelor’s 

Professional & Civic Leadership

Jewish Family Services of Dallas – Board of Directors, Executive Committee, Treasurer

Dallas Jewish Community Foundation – Chair, Professional Advisory Committee

Professional Credentials

Certified Public Accountant (CPA)

I am on various boards and leadership roles that allow me to give back to my community.

SERVICE SPECIALTIES