MEET THE PARTNERS
BOBBY BODNER | EA, MS Tax
Bobby is a skilled tax advisor and financial educator with a commitment to simplifying complex financial concepts for small business owners. After years of advising up-and-coming businesses, he noticed a recurring obstacle among his clients: fear of essential tasks like bookkeeping, payroll, and taxes. With a Master’s Degree in Taxation from Purdue University Global, and years of experience as an Enrolled Agent, Bobby empowers clients to save significantly through strategic tax approaches.
Specialties:
Advanced Real Estate Tax Strategies
Complex Partnership Structuring
Cryptocurrency Education & Tax Planning
AARON SIEGEL | EA, MBA
Aaron is a skilled business consultant and tax strategist with a passion for helping small businesses achieve transformative growth. Drawing from extensive experience in both the private and public sectors, Aaron has developed a keen understanding of the unique challenges faced by entrepreneurs. Known for his analytical approach, he leverages data and insights to identify hidden inefficiencies within businesses and implements intelligent growth and tax strategies to reduce liabilities. Aaron’s expertise empowers his clients to optimize operations and achieve lasting, scalable success.
Specialties:
Tax Resolution & Compliance Work
Cryptocurrency Tax Reporting & Compliance
Multi-State Tax Solutions
MARIT BURMOOD | CPA, EA, MS Tax
Marit is a dedicated tax advisor, small business consultant, and financial educator who has devoted the past decade to empowering individuals and entrepreneurs on their journeys to financial stability and success. With extensive expertise in taxes, accounting, and business, Marit stands out in the industry not only for her knowledge but also for her extroverted nature and genuine passion for working with people. Her unique approach combines technical skills with a personal touch, making her an exceptional resource for her clients. Marit is an Enrolled Agent and a licensed Certified Public Accountant, holding a Bachelor's Degree in Accounting and a Master’s Degree in Taxation from Weber State University.
Specialties:
Attorneys & Service Based Industries
Influencers & Content Creators
Comprehensive Tax Strategy & Planning
REX BURMOOD | EA
Rex is a seasoned business consultant, tax advisor, and financial educator with a fearless entrepreneurial spirit and a dedication to empowering business owners. Known for his tireless work ethic and strategic mindset, Rex has held key financial and operational management roles across multiple companies, bringing his hands-on experience to each client he serves. Passionate about helping entrepreneurs deepen their understanding of business operations and essential success strategies, Rex combines practical insights with a client-centered approach. He is an Enrolled Agent, and a public notary, and holds additional credentials in tax and accounting from various providers.
Specialties:
Construction
Athletes, Performers & NILs
Personal & Small Business Financial Coaching