I’m Aaron Siegel, an Enrolled Agent (EA) and a Main Street Certified Tax Advisor, deeply passionate about helping business owners succeed. With an MBA in Operations Management and decades of experience spanning the public and private sectors, I bring a strategic approach to tax management.
As a Main Street Certified Tax Advisor, bolstered by additional credentials in personal financial coaching, my focus is on providing holistic, strategy-driven advice. My aim is to empower my clients to grow their businesses and build enduring wealth. With a proactive approach to tax oversight and a dedication to personalized service, I strive to be a trusted advisor.
I believe that tax compliance is the bedrock of a sound financial foundation. To keep my clients always ahead of the curve, I offer innovative services like Transcript Watch, which provides weekly IRS status updates, and I include $1 Million Tax Audit Defense™ coverage with each return I prepare.
When you work with me, expect more than just tax preparation. I’m committed to being your strategic partner in achieving financial success.