Skip to content
Hamburger Menu
Speakerpg_AaronSiegel

Aaron Siegel, MBA, EA

Founder, Thrive Tax Solutions

This session was part of Taxposium 2026.
Next up: Boston, June 21-23, 2027,
because there’s no taxation without education.

Bio

Siegel is the founder of Thrive Tax Solutions, a boutique, subscription-based tax advisory firm serving consultants, course creators and online educators. He focuses on building strong client relationships and sustainable, advisory-driven practices. Aaron also leads the Thrive Advisor Collective, a community for small-firm tax professionals. With a background in data analytics and an MBA, he brings a systems-focused approach to tax strategy and firm growth.

Sessions

The Small-Firm Operating System

Learn a practical operating system for one- to four-person tax firm. Define scope, queues and handoffs, set a three-tier pricing ladder and use a quick quality loop to keep work moving fast without sacrificing client care.

2 CPE for CPA
Overview