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.

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🌐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

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💼LinkedIn: https://www.linkedin.com/in/yehuda-tenenbaum/

✉️Want to join the show? Send me an email @ thepeoplebehindthebooks@gmail.com.

🧾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