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Episode 1: Educating the Next Generation with Micha Siegel
In this episode, Yehuda is joined by Micha Siegel, CPA, CFP®, EA, who shares his unconventional journey from underachieving student to warehouse worker to triple-credentialed tax professional and founder of TaxCentric. Micha opens up about discovering accounting later in life, navigating big-firm culture, surviving mergers, and why he ultimately walked away to build a firm rooted in accessibility, education, and opportunity.
⭐Signup for TaxDome today and get 30 days added to your subscription for free!
https://partners.taxdome.com/v7hy9
Connect with Micha!
🌐TaxCentric.com
🐦X: https://x.com/Micha_Siegel
💼LinkedIn (Personal): https://www.linkedin.com/in/micha-siegel/
🏢LinkedIn (TaxCentric): https://www.linkedin.com/company/taxcentric
📬Signup to receive the exclusive show Newsletter:
http://eepurl.com/jr0BrM
Subscribe on all platforms:
🎵Spotify: https://open.spotify.com/show/65vxpzaIkOQmIZA5ermkoY?si=434bdd36d51242d2
▶️YouTube: https://youtube.com/playlist?list=PLUQgvikPXX_LCmHrbCC9kimRWwdGnVroQ&si=XCsU9sumBtdSjdGg
🤝Connect with Yehuda:
🐦X: https://x.com/Y10Tax
💼LinkedIn: https://www.linkedin.com/in/yehuda-tenenbaum/
✉️Want to join the show? Send me an email @ [email protected].
🧾Need help with your taxes? https://www.y10tax.com/
⏱️Chapters:
00:00 Introduction to the Journey
03:10 Discovering Accounting: A Unique Path
06:06 The CPA Journey: Credentials and Experiences
08:57 The Role of Financial Planning in Accounting
11:49 Navigating the Challenges of CPA Firms
14:57 The Impact of Mergers and Acquisitions
18:05 Launching an Apprenticeship Program
20:55 Creating a New Firm: Vision and Values
24:06 Catering to the Average Individual
26:46 The Future of Tax and Financial Planning
33:58 The Challenges of Self-Prepared Tax Returns
36:26 State-Specific Tax Complexities
37:38 Navigating IRS Penalties and Notices
40:39 Transitioning to Independent Tax Practice
46:02 Launching a Tax Firm: The Journey Begins
49:10 Innovating Financial Planning Services
51:35 Implementing an Apprenticeship Program
56:11 The Future of Tax Services and Industry Trends
View all episodes
By Yehuda Tenenbaum, EAIn this episode, Yehuda is joined by Micha Siegel, CPA, CFP®, EA, who shares his unconventional journey from underachieving student to warehouse worker to triple-credentialed tax professional and founder of TaxCentric. Micha opens up about discovering accounting later in life, navigating big-firm culture, surviving mergers, and why he ultimately walked away to build a firm rooted in accessibility, education, and opportunity.
⭐Signup for TaxDome today and get 30 days added to your subscription for free!
https://partners.taxdome.com/v7hy9
Connect with Micha!
🌐TaxCentric.com
🐦X: https://x.com/Micha_Siegel
💼LinkedIn (Personal): https://www.linkedin.com/in/micha-siegel/
🏢LinkedIn (TaxCentric): https://www.linkedin.com/company/taxcentric
📬Signup to receive the exclusive show Newsletter:
http://eepurl.com/jr0BrM
Subscribe on all platforms:
🎵Spotify: https://open.spotify.com/show/65vxpzaIkOQmIZA5ermkoY?si=434bdd36d51242d2
▶️YouTube: https://youtube.com/playlist?list=PLUQgvikPXX_LCmHrbCC9kimRWwdGnVroQ&si=XCsU9sumBtdSjdGg
🤝Connect with Yehuda:
🐦X: https://x.com/Y10Tax
💼LinkedIn: https://www.linkedin.com/in/yehuda-tenenbaum/
✉️Want to join the show? Send me an email @ [email protected].
🧾Need help with your taxes? https://www.y10tax.com/
⏱️Chapters:
00:00 Introduction to the Journey
03:10 Discovering Accounting: A Unique Path
06:06 The CPA Journey: Credentials and Experiences
08:57 The Role of Financial Planning in Accounting
11:49 Navigating the Challenges of CPA Firms
14:57 The Impact of Mergers and Acquisitions
18:05 Launching an Apprenticeship Program
20:55 Creating a New Firm: Vision and Values
24:06 Catering to the Average Individual
26:46 The Future of Tax and Financial Planning
33:58 The Challenges of Self-Prepared Tax Returns
36:26 State-Specific Tax Complexities
37:38 Navigating IRS Penalties and Notices
40:39 Transitioning to Independent Tax Practice
46:02 Launching a Tax Firm: The Journey Begins
49:10 Innovating Financial Planning Services
51:35 Implementing an Apprenticeship Program
56:11 The Future of Tax Services and Industry Trends