Our Tax Experts

Meet Your Tax Advisor
Aaron Siegel

I’m Aaron, and my passion lies in using my extensive experience and analytical skills to help small businesses reach new heights. My background in both the private and public sectors has taught me the unique nuances of diverse industries. I leverage data and analytics to unearth hidden inefficiencies within growing businesses and employ intelligent growth and tax strategies to reduce liabilities, paving the way for exponential growth.
Small Business Growth
  • New Business Setup
  • Schedule C/LLC to S-Corp Conversions
  • Payroll & Bookkeeping Support
Real Estate Investing
  • Long-Term Rentals (LTR)
  • Mid-Term Rentals (MTR)
  • Short-Term Rentals (Airbnb)
Digital Assets
  • Bitcoin
  • Ethereum
  • Alt Coins
Self-Directed 401(k) & IRA Strategy
  • Notes
  • Syndications
  • Opportunity Zones
Alternative Investments
  • Turo Rentals
  • Recreational Vehicles (RV’s)
  • Private Capital
Tax Resolution Services
  • Audit and Examination Support
  • Installment Agreements
  • Offers in Compromise (OIC)
Frequently Asked Questions

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?

Yes, we are! At Thrive Tax Solutions, we’re always excited to welcome new clients. Whether you’re looking to get your finances on track using the Dave Ramsey system or seeking to grow your side hustle into a thriving business, we’re here to help. Our team is dedicated to providing personalized, strategic coaching and tax planning services tailored to your unique needs and goals. Feel free to reach out and schedule a consultation to see how we can work together toward your financial success.

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 understand the importance of comprehensive financial management. While we specialize in tax strategy and advisory services, we recognize the vital role that payroll and bookkeeping play in your business’s success. We have partnered with exceptional bookkeepers and payroll specialists to ensure you receive top-notch support in these areas.

We act as a one-stop shop – your central hub for connecting to all the business services you need. Our approach allows us to offer you these essential services through our trusted partners, who can provide them at a more cost-effective rate than if we handled them internally. This collaboration ensures you receive high-quality, specialized support in every aspect of your business’s financial management under Thrive Tax Solutions’ coordinated guidance.

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.

7 Deadly Sins of Taxes
(and how to avoid them!)
Making one of these seven deadly sins of taxes can derail you on your journey to financial freedom! Read this guide to learn:
How to avoid traps relating to commonly audited small business deductions
How to keep your personal taxes separated from your business.
How to ensure you’re ready to save on taxes when your side hustle becomes a main hustle!
Download Your Free Copy!

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