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.
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
Recommended by
Farah Saleh
Served on a Board Together | Sep 12, 2024
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
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
Fort Collins, Colorado 80521
In Office Visits
No
Website
Book Appointment
Pricing & Payments
Virtual Consultation
Hourly Billing
Flat Fee Pricing
Contact Me for Details
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
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