About Megan Gerhart CPA | Aligned Wealth Strategy

Megan Gerhart CPA | Aligned Wealth Strategy offers exceptional support to business owners, providing guidance and expertise throughout the year, not just during tax season. The team is known for their genuine and caring approach, taking the time to listen and explain complex financial matters in a clear and concise manner. With extensive knowledge and a willingness to go above and beyond, Megan and her team help businesses grow and thrive, feeling more like trusted partners than accountants.

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Reviews for Megan Gerhart CPA | Aligned Wealth Strategy

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Mar 2021
When I was shopping for a CPA I was really in need of someone to submit my tax documents for that tax season. But when I got on a call with Megan I could tell she was the kind of person I would want managing my money for the long term. The few tips she shared with me showed me she was a problem solver, and thinking ahead about how to save me money on my taxes and money management. My instinct was right! If you have a business and want a CPA to grow with, I I highly recommend Megan Gerhart, CPA.
Mar 2021
Before meeting Megan my taxes and processes were a mess. I was behind on taxes and Megan helped me look over what needed to be done. She helped get me on track to make sure we can be profitable. She helps with decisions about my business that affect my bottom line. I no longer am staying up late worried about my taxes. Megan has brought me peace, organization, and new strategies to make us a stronger business.
Mar 2021
Megan has been such an amazing source of guidance and support for us, especially in the last year when we've had a lot of strange financial circumstances. We wanted to make sure that they were accounted for correctly - and she was so helpful in making sure that these one-off things were taken care of appropriately! In addition, Megan is a rock-star at knowing all of the little nuances in tax code, credits and how to best structure your finances to maximize your earnings. As a self-employed business owner, this has been so beneficial for us. I have so much peace of mind knowing that Megan is watching our finances and making sure we're doing things the right way. Thanks Megan - you're a gem!