Describe How You Would Like To Be Introduced Via Email
His name is Brian Siegler, and he is a CPA who's worked in and around Winter Park FL, for the past decade. He specializes in trust and estate, as well as businesses and tax planning. He can be reached at 407-644-5811 or siegler@mosskrusick.com
What is your "why"? Why do you do what you do?
I love being able to assist and guide clients with their unique financial situations, by helping them understand and plan for ways to reduce their tax burdens.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are you happy with your current CPA?
Do you have a complicated tax situation?
Have you optimized your tax strategies?
About me
I am a CPA and Tax Manager here, I have come from a background in trust and estate, as well as a wide range of businesses from construction to healthcare. We have a big focus here on tax planning and strategies, that we assist our clients with throughout the year.