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Aaron Siegel

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Name and titles

Aaron Siegel, EA, MBA
Enrolled Agent, NTPI Fellow, Certified Tax Resolution Consultant
Founder, Thrive Tax Solutions and OnCourse Tax
Host, Thrive Advisor Podcast
Fort Collins, Colorado

Short bio

Aaron Siegel is an Enrolled Agent, NTPI Fellow, and Certified Tax Resolution Consultant. He founded Thrive Tax Solutions, a capped advisory practice, and OnCourse Tax, a resolution practice with published prices, and he builds Resolyn, the software both run on. He hosts the Thrive Advisor Podcast and leads the Thrive Advisor Collective. Before tax he spent years in data analytics and enterprise software implementation, including public safety systems.

Long bio

Aaron Siegel is an Enrolled Agent, enrolled to practice before the Internal Revenue Service, an NTPI Fellow, and a Certified Tax Resolution Consultant. He holds an MBA.

He founded Thrive Tax Solutions, a deliberately capped tax advisory membership for creators, consultants, and S-Corporation owners, and OnCourse Tax, a tax resolution practice that publishes every fee and runs a diagnostic before quoting a case. He also builds Resolyn, the practice management software both firms run on, which pulls IRS transcripts and calculates every collection alternative side by side.

Before tax, Aaron spent years in data analytics and enterprise software implementation, including public safety and 911 systems where the software had to work the first time. That background shows up in everything he teaches: simple, repeatable systems, one source of truth, and a deep suspicion of strategy for its own sake.

He hosts the Thrive Advisor Podcast and leads the Thrive Advisor Collective, a community of small-firm tax professionals. He served on the IRS Taxpayer Advocacy Panel for Colorado and sits on the board of the Main Street Professionals program. He lives in Fort Collins, Colorado.

Sessions

Technical tax

  • S-Corp Is Not Doctrine: Running the Math (50 to 100 minutes)
  • Advanced S-Corp Planning and Reporting Issues (50 to 100 minutes)
  • Maximizing Depreciation Strategies: Section 179, Bonus Depreciation, and MACRS (50 to 100 minutes)
  • Cash Is a Liar: Understanding Basis Before It Burns You (50 to 100 minutes)
  • Common IRS Letters and How to Handle Them (50 to 100 minutes)
  • Business Travel Deductions: Proving the Trip (50 minutes)
  • HSA vs. HRA: Which One Is Best? (50 minutes)
  • State Tax Apportionment and Reporting (50 to 100 minutes)

Practice and technology

  • The Small-Firm Operating System (100 minutes)
  • Machine, Team, You: Deciding What AI Does in a Tax Firm (50 to 100 minutes)
  • Systematizing and Optimizing Your Business: The Automation Advantage (50 to 100 minutes)
  • Follow the Money: Managing Your Business with KPIs (50 to 100 minutes)
  • Using Artificial Intelligence to Optimize and Systematize Your Business (50 to 100 minutes)

At a glance

  • 10 conference sessions since 2024, rooms up to 376
  • Technical tax and practice management tracks, both CE-ready
  • 50 to 100 minutes; half-day workshops available
  • In person or virtual
  • No product pitch from the stage

Logistics

  • Session lengths from 50 to 100 minutes; half-day workshops on the practice track
  • In person or virtual; based in Colorado, travels nationally
  • Learning objectives, outlines, and a bio for CE and CPE approval on request
  • Slides are built for the room: large type, one idea per slide, printable handouts where the format needs them
  • No product pitch from the stage. The ventures are listed on this site; the session is the session

Contact

speaking@aaronsiegel.com
aaronsiegel.com
linkedin.com/in/aasiegel