Meet Your Tax Advisor
Aaron Siegel
I’m Aaron, and I specialize in helping closely held, service-based small businesses achieve greater financial clarity and growth. With extensive experience in both private and public sectors, I understand the unique challenges faced by consultants, course and content creators, and solopreneurs in hands-on trades like plumbing, roofing, and HVAC.
My passion lies in leveraging data and strategic insights to reveal hidden inefficiencies and reduce tax liabilities, all with a tailored, white-glove approach. Together, we’ll unlock your business’s potential, ensuring you have the financial foundation needed to thrive.
- New Business Setup
- Schedule C/LLC to S-Corp Conversions
- Payroll & Bookkeeping Support
- Long-Term Rentals (LTR)
- Mid-Term Rentals (MTR)
- Short-Term Rentals (Airbnb)
- Bitcoin
- Ethereum
- Alt Coins
- Notes
- Syndications
- Opportunity Zones
- Turo Rentals
- Recreational Vehicles (RV’s)
- Private Capital
- Audit and Examination Support
- Installment Agreements
- Offers in Compromise (OIC)
If your question isn’t answered here, click the “Let’s Talk Tax” button to talk to a tax advisor about it!
Are you accepting new clients?
We are selectively accepting new clients at Thrive Tax Solutions. Our focus is on supporting small business owners of closely-held, service-based businesses who value a white-glove approach to their financial management. We work especially well with consultants, content and course creators, and solopreneurs in the trades (such as plumbers, roofers, and HVAC technicians) who recognize the value of ongoing tax strategy, bookkeeping, and advisory support.
With packages starting at $599/month, our services are designed for business owners earning enough to see a strong return on investing in expert guidance. If this sounds like you, we invite you to reach out and explore how Thrive Tax Solutions can help you take your business to the next level.
How do I get started?
Getting started with Thrive Tax Solutions is simple. Your first step is to schedule a discovery call with us. This initial conversation lets us learn about your financial goals, challenges, and aspirations. It also enables you to understand how our services can be tailored to meet your needs, whether you need personal finance coaching or want to grow your business.
To schedule your discovery call, visit our website and choose the best time for you. This call is the first step in achieving your financial objectives. We look forward to speaking with you and exploring how we can help your finances thrive!
Do I have to sign a long-term contract?
No, at Thrive Tax Solutions, we believe in flexibility and ease for our clients. We do not require you to sign a long-term contract. Our services are offered month-to-month, allowing you to choose what works best for your financial journey. We’re committed to continuously providing value each month and earning your trust rather than binding you with long-term obligations. This approach ensures our services align with your evolving needs and goals.
What if I want to pay per hour?
We understand that every client’s needs are different. We offer services at $400 per hour if you prefer an hourly arrangement. However, at Thrive Tax Solutions, we believe in the value of building an ongoing relationship through our advisory services. This allows us to provide more comprehensive, consistent support and develop tailored strategies that evolve with your financial journey. While the hourly option is available, we encourage exploring our advisory services for a more integrated approach to your financial growth and success.
What’s the difference between a CPA and an EA?
The main difference between a Certified Public Accountant (CPA) and an Enrolled Agent (EA) lies in their areas of expertise. Enrolled Agents are tax specialists whose primary focus is on taxation. As an EA, we are federally licensed and specialize in tax law, dedicating ourselves to all aspects of taxation, including tax planning, preparation, and representation before the IRS.
On the other hand, CPAs are licensed by state boards of accountancy and primarily focus on accounting and auditing services. While many CPAs are skilled in various aspects of taxation, their training is more broad-based, covering a more comprehensive range of accounting services.
At Thrive Tax Solutions, we, as Enrolled Agents, spend hundreds of hours each year refining our tax-related skills and knowledge. Our commitment is strictly centered on optimizing your tax bills and ensuring you benefit from the most current and effective tax strategies available. Our specialized focus on taxation means you receive expert, up-to-date advice tailored to your unique financial situation.
Can you help with payroll and bookkeeping?
Yes, we can! At Thrive Tax Solutions, we offer in-house bookkeeping and payroll support using QuickBooks Online and Gusto, bringing essential financial services directly to you. While tax strategy and advisory remain our specialty, we understand that streamlined payroll and accurate bookkeeping are crucial to your business’s success.
By providing these services internally, we ensure a seamless, coordinated approach to your financial management under one roof. Our goal is to be your one-stop hub for financial insight, from tax strategy to the day-to-day support that helps your business thrive.
What is an IRS transcript?
An IRS transcript is a detailed document that provides a comprehensive record of your tax filings as recorded by the Internal Revenue Service (IRS). It includes information about your past tax returns, such as income reported, tax credits, deductions taken, and any adjustments made by the IRS.
One significant aspect of IRS transcripts is their ability to serve as an early warning system for audits or examinations. The IRS often codes transcripts with indicators of a potential audit or examination up to six months before any official communication is sent to the taxpayer. This early indication is crucial as it allows us, at Thrive Tax Solutions, to proactively see these signals before our clients are officially notified.
By monitoring your IRS transcripts through our Transcript Watch service, we can identify these audit signals in advance, giving us ample time to prepare and respond effectively. This proactive approach is integral to our commitment to keeping you one step ahead in your tax strategy and compliance.
Are tax advisory services worth the investment?
Absolutely! Investing in tax advisory services, especially if you’re a real estate investor, involved in alternative investments, or a small business owner, can be incredibly beneficial. These services go beyond mere tax preparation; they involve strategic planning to optimize your tax situation, potentially saving you significant money in the long run.
At Thrive Tax Solutions, our tax advisory should pay for itself multiple times. Our goal is to uncover opportunities for tax savings that exceed the cost of our consultation. We consider it a failure if we can’t save you more tax money than our consultation fees. To ensure your confidence in our services, we offer a commitment: if we can’t find ways to save you money, we’ll gladly refund the money you’ve paid for our consultation.
This guarantee underlines our commitment to providing value and tangible financial benefits through our tax advisory services. We’re here to ensure that your investment in our services is worthwhile and significantly contributes to your financial success.
(and how to avoid them!)
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