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Jeffrey Winkleman

CPA (Certified Public Accountant) at Marcum LLP
Philadelpha, Pennsylvania
Jeffrey Winkleman is Partner-in-charge of Tax and Business Services for Marcum LLP's Philadelphia office. He oversees the delivery of all aspects of tax planning and compliance services.
His extensive experience and in-depth knowledge complements his unique service style; he prides himself on being flexible and adapting to his clients’ needs; he attributes this ability as one of the major reasons for his success
Jeff is often engaged by clients needing representation before the Internal Revenue Service and other taxing authorities; his highly intelligent approach to the negotiation process often leads to significant refunds or settlements.
With more than 25 years of experience he is often quoted in articles and frequently speaks on tax topics to attorneys, trade association members and clients.

About Me

How does your service stand out?
My extensive experience and in-depth knowledge complements his unique service style; I pride myself on being flexible and adapting to my clients' needs.
What is your area of expertise?
My subject matter expertise includes: outsourced tax services, mergers & acquisitions, federal compliance planning, representation with tax authorities, and estate and personal income tax planning.


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Association Position
AICPA Member
PICPA Member
PEPC Member
MCEPC Past President


School Degree Graduation Year
Duke University B.A. 1980
Temple University M.S. Taxation 1987

Contact Information

Marcum LLP

1600 Market Street
32nd Floor

Philadelpha, PA 19103