Siegel & Siegel

What Siegel & Siegel does

Siegel & Siegel, P.C. is a family-owned Certified Public Accounting firm established in the early 1950s by Abe Siegel in Atlanta, Georgia, and currently headquartered at 6000 Lake Forrest Drive, Suite #107 in Sandy Springs. The firm provides individualized accounting and tax services to two primary customer segments: personal/individual clients seeking tax preparation, planning, and IRS representation, and small businesses across a wide variety of industries requiring tax preparation, bookkeeping, financial statement compilations, and new business formation planning. The practice is staffed by four CPAs — Joshua Halpern, Harvey M. Siegel, Harold Halpern, and Murray S. Siegel — supported by administrative staff including Marsha Reszko, and is a member of the AICPA and the Georgia Society of CPAs.

The firm's revenue model is purely professional-services based, with fees quoted on a per-engagement basis tied to the complexity of each tax return or service scope; pricing is not publicly disclosed. Go-to-market is sales-led and traditional: clients are acquired primarily through personal referrals, local Atlanta-metro reputation, and the corporate website (siegelcpa.com), with services delivered through scheduled appointments at the Sandy Springs office. The technology footprint is modest and undifferentiated, relying on a Squarespace-hosted website, generic "state-of-the-art computer technology," and two SaaS integrations — TaxDome for secure client document upload via a client portal and CPACharge for invoice and payment processing. There is no proprietary software product, no API, no app, and no disclosed AI capabilities.

Strategically, Siegel & Siegel presents as a stable, multi-generational local practice rather than a scaling platform business: ownership has remained within the Siegel and Halpern families across at least two generations, with no external investors, no parent company, no subsidiaries, no funding rounds, no M&A activity, and no patents or trademarks on record. The most recent material operational changes are a same-vicinity office move to the Century Springs West Building and the 2006 addition of Josh Halpern as the youngest CPA in the firm. The competitive position rests on brand longevity and personal client relationships rather than on technology, scale, or geographic reach; the firm serves only the U.S. (Georgia) market and has no stated expansion plans.

Name

Siegel & Siegel

Legal name

Siegel & Siegel, P.C.

Website

https://siegelcpa.com

Company type

Private

Founded year

1950

Operating status

Operating

Headcount range

11–50 employees

Short description

Siegel & Siegel, P.C. is a family-owned CPA firm in Sandy Springs, Georgia, founded in the early 1950s, providing individualized tax preparation, bookkeeping, financial statement compilations, and tax representation to individual clients and small businesses across the Atlanta metro area.

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Tax preparation services
• Small business accounting
• Bookkeeping services
• Financial statement compilations
• Tax representation

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Tax Preparation Services: Tax return preparation for individuals and businesses, including federal and state tax filings, quarterly estimated tax calculations, and year-end tax planning and projections.
2. Bookkeeping Services: Ongoing bookkeeping services for small businesses including financial record maintenance and reconciliation.
3. Financial Statement Compilations: Preparation of compiled financial statements for small businesses.
4. Tax Representation Services: Representation and management of tax notices and audits on behalf of clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Siegel & Siegel, P.C. is a full-service CPA firm providing tax preparation, bookkeeping, financial statement compilations, and IRS/state tax representation. The firm delivers these professional accounting services to individual clients and small business owners from its Sandy Springs, Georgia office.

Product overview

Siegel & Siegel, P.C. is a family-owned CPA firm that provides accounting services primarily through two core service offerings: Individual Tax Preparation Services and Business Tax Preparation Services. The firm also offers supplementary online Tax Information & Calculators for client self-service. The product portfolio is structured as service-based offerings rather than a software platform, with individual services focused on tax returns, planning, and IRS representation, while business services include bookkeeping, financial statements, and business formation support.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Tax Preparation
• Business Tax Preparation Tax return preparation services tailored for small business entities.
• Bookkeeping Services Ongoing bookkeeping and record-keeping services for client businesses.
• Financial Statement Compilations Preparation of compiled financial statements for small businesses and their stakeholders.
• Tax Representation Representation of clients before the IRS and state tax authorities for audits, notices, and tax disputes.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators1 record

Recent moves7 records

Expansion highlights3 records

Regional players

• Smith & Howard: Atlanta-based CPA firm offering tax, accounting, and advisory services to individuals and small businesses. Comparable customer segment and service mix in the same geographic market.
• Windham Brannon: Atlanta-based accounting and advisory firm providing tax, audit, and advisory services. Competes for the same Atlanta-metro individual and small-business tax clients as Siegel & Siegel, with a more developed advisory and assurance practice.
• Bennett Thrasher: Atlanta-based accounting, tax, and advisory firm serving closely-held businesses and high-net-worth individuals. Comparable to Siegel & Siegel on customer profile (individuals + small businesses) and service mix (tax preparation, planning, accounting), but with deeper resources.
• Frazier & Deeter: Atlanta-headquartered CPA and advisory firm serving individuals, families, and businesses. Direct head-to-head competitor for tax, bookkeeping, and advisory work in the same Sandy Springs/Atlanta metro, though larger in scale and with a broader advisory practice.
• Mauldin & Jenkins: Southeast-based accounting firm with a strong Atlanta presence providing tax, audit, and advisory services. Competes for similar clients and offers comparable tax compliance and planning services.

Broad incumbents

• BDO USA: Top-10 global accounting network with a substantial Atlanta practice. Competes for similar individual and privately-held business tax clients and represents a step-up competitor for Siegel & Siegel's SMB segment as those clients grow.
• Cherry Bekaert: Top-30 U.S. accounting firm with significant Southeast and Atlanta presence. Offers the same core tax preparation, planning, and accounting services that Siegel & Siegel provides, but at a meaningfully larger scale and with advisory/deeper specialty practices.
• RSM US: National mid-market accounting firm providing tax, audit, and consulting services. While primarily serving middle-market companies, RSM also competes for higher-end individual and small-business tax clients in the Atlanta area, particularly those of Siegel & Siegel's business-segment customers.

Emerging players

• Intuit (TurboTax / QuickBooks): Mass-market tax preparation (TurboTax) and small-business accounting (QuickBooks) platform that competes directly with Siegel & Siegel's core offerings. While a different distribution model (self-serve software), it directly substitutes for the firm's tax prep and bookkeeping services, especially among the small business customer segment.

Others

• TaxDome: Practice-management and client-portal software for accounting and tax firms. While not a direct competitor, TaxDome is already integrated at Siegel & Siegel for document upload and is emblematic of the broader software stack that enables small CPA firms to operate efficiently — a critical enabler and potential platform substitute for boutique firms.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Siegel & Siegel