Aaron W. Siegel

Aaron W. Siegel

Languages Spoken: English
Fort Collins, Colorado
EA at Thrive Tax Solutions

About Aaron W. Siegel

Aaron Siegel is not your typical Enrolled Agent. With a multifaceted background encompassing an MBA, a Certified Tax Consultant (CTRC) qualification, and a designation as a Ramsey Solutions Master Financial Coach, Aaron stands out in the vast sea of tax professionals.

His journey began with an intrinsic fascination for economics and data analytics. This passion naturally transitioned him into roles within both the public and private sectors, where he harnessed the power of data to detect and rectify operational inefficiencies within growing businesses. These experiences endowed him with an uncanny ability to discern patterns and recognize opportunities, attributes that would later become his trademark in the world of tax strategy.

Yet, what truly sets Aaron apart is his unwavering commitment to small businesses and entrepreneurs. Recognizing the potential in turning side hustles into flourishing main hustles, Aaron took it upon himself to specialize in this niche. This led to the birth of Thrive Tax Solutions, an advisory firm dedicated to offering strategic tax guidance tailored specifically for the ambitious entrepreneur.

One of his notable innovations is the concept of "Transcript Watch," a proactive approach towards monitoring IRS transcripts. This tool ensures that his clients always remain one step ahead, being forewarned and forearmed in the event of potential IRS examinations or audits.

But beyond the tools and strategies, Aaron's true strength lies in his approach to client relationships. To him, every tax return signifies a celebration of his client's hard work, dedication, and the successful application of the tax strategies he recommends. And this is why his clients don't just see him as a tax advisor; they view him as a partner in their journey toward financial success.

As a RamseyTrusted Pro Tax Advisor, Aaron also underscores the importance of effective financial coaching. He believes that a robust tax strategy spills over into all areas of a business, acting as a keystone for overall business success. His sessions, which seamlessly blend fiscal mentorship with actionable tax advice, are a testament to this philosophy.

Joining the TaxCure network as an Enrolled Agent is a new chapter in Aaron's illustrious career. He brings with him not just his vast knowledge and expertise, but also his undying commitment to fostering growth, ensuring compliance, and building enduring relationships. In Aaron Siegel, you don't just find an Enrolled Agent; you discover a partner dedicated to propelling you toward your financial goals.

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • Colorado Department of Revenue
  • Utah State Tax Commission
  • Iowa Department of Revenue

Reviews

5.0

Peer Rating

1 Reviews
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Recommended by Farah Saleh
Served on a Board Together | Sep 12, 2024
I have the privilege of serving on a board with Aaron Siegel, a distinguished and highly esteemed professional in the tax industry. Aaron’s expertise is unparalleled; he has successfully recovered millions of dollars from the IRS and has served clients nationwide. His meticulous attention to detail, unwavering client focus, and strong advocacy for his clients in dealings with the IRS and state tax agencies set him apart in the field. Aaron’s dedication to achieving the best outcomes for his clients is evident in every case he handles. If you are seeking top-notch professional tax resolution services, I highly recommend Aaron Siegel. His exceptional skills and commitment to client success make him an outstanding choice for addressing your tax resolution needs.
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Customer Rating

0 Reviews

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Problem Experience

  • Unpaid Taxes
  • Past Due Tax Return
  • Tax Lien
  • Tax Penalties
  • Tax Audit or Examination
  • Cryptocurrency Issue
  • Notice of Deficiency
  • Notice of Determination
  • Tax Return Mistake
  • Unfiled Returns - No Balance
  • FBAR & FATCA
  • Passport Issues
  • Spousal Tax Issue
  • Tax-Related Identity Theft
  • Tax Refund

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Tax Lien
  • Bank Levy
  • Tax Audit or Examination
  • Tax Penalties
  • Wage Garnishment
  • Sales Tax
  • Unfiled Payroll Taxes

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Tax Penalties
  • Tax Audit or Examination

  • Unpaid Taxes
  • Tax Penalties
  • Tax Audit or Examination

Solution Experience

  • Payment Plans
  • Individual Tax Preparation
  • Offer In Compromise
  • Currently Not Collectible
  • Partial Payment Installment Agreement
  • Penalty Abatement
  • Amend Tax Returns
  • Business Tax Preparation
  • Audit Representation
  • IRS Transcript Analysis
  • CAP Hearing
  • CDP Hearing
  • FBAR & FACTA
  • Audit Reconsideration
  • Tax-Related Identity Relief
  • Bankruptcy
  • CSED Analysis
  • Tax Consultation Service

  • Payment Plan
  • Individual Tax Preparation
  • Amend Tax Returns
  • Business Tax Preparation
  • Penalty Abatement
  • Audit Support & Defense
  • Offer In Compromise
  • Tax Amnesty

  • Payment Plan
  • Penalty Abatement
  • Individual Tax Preparation
  • Amend Tax Returns
  • Audit Defense & Support
  • Business Tax Preparation

  • Penalty Abatement
  • Individual Tax Preparation
  • Business Tax Preparation
  • Amend Tax Returns
  • Audit Defense & Support
  • Tax Appeals

Tax Types Serviced

Corporate Tax Income Tax Employment/Payroll Tax

Taxpayer Types Serviced

Individuals Sole Proprietor Limited Liability Companies S-Corporations Partnerships/Multi-Member LLC

Professional License & Designations

Compliant Icon

Professional Licenses

State/Federal
Enrolled Agent
Federal 8/4/2023 Active

Designation & Other Licences

License Type
Certified Tax Representation Consultant (CTRC)
Aug 2023 Active
Oregon Licensed Tax Consultant (LTC)
Dec 2023 Active

Related Work Experience

Job Title Company Location Work Duration
Founder & Tax Advisor Thrive Tax Solutions Boulder, Colorado Feb 2023 - Present
Director of Analytics & Revenue Operations Chili Piper New York City, New York Jan 2022 - Oct 2023
Senior Business Analyst Recurly, Inc. Boulder, Colorado Mar 2021 - Dec 2021
Reporting & Analytics Manager Viasat, Inc. Englewood, Colorado Aug 2017 - Mar 2021
Business Analyst Tritech Software Solutions San Diego, California Jun 2016 - Aug 2017
Business Intelligence Analyst OnDeck Capital, Inc. Denver, Colorado Aug 2015 - Jun 2016
Principal Professional University of Colorado Boulder Boulder, Colorado Jan 2009 - Jul 2015

Education

Educational Institution Degree Graduation Year
California State University - East Bay Bachelor's Degree 2002
Regis University MBA 2018

Associations & Memberships

Associations or Memberships Position Duration
National Association of Tax Preparers Member 2023 - Present
National Association of Enrolled Agents Member 2023 - Present
Main Street Tax Pro Certified Tax Advisor 2023 - Present
Tax Rep Network Certified Tax Resolution Consultant 2023 - Present

Contact Information

Address

215 W Oak St suite 102
Fort Collins, Colorado 80521

In Office Visits

No

Pricing & Payments

Virtual Consultation Hourly Billing Flat Fee Pricing Contact Me for Details
Amex Method Amex
Visa Method Visa
Mastercard Method Mastercard
Paypal Method Paypal

Publications

Publication Type Publication Name Title Link
Speaking Engagement Crypto Tax Summit 2024 View Publication
Speaking Engagement Tax & Legal 360 Conference HSA & HRA Strategies for Small Business Owners View Publication

Videos & Photos

Aaron W. Siegel photo 1 Photo
Aaron W. Siegel photo 2 Photo
Aaron W. Siegel photo 3 Photo
Aaron W. Siegel photo 4 Photo
Aaron W. Siegel photo 5 Photo

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