Megan Gerhart CPA | Aligned Wealth Strategy

Megan has been an amazing asset to my partner and I since we started our business. She knows exactly what she is doing and it shows. From the monthly zoom meetings to the constant support through messages. She is always helping you in any way that she can. Megan and her team go above and beyond for us every single day! She spent months searching for the best possible bookkeeper that would fit with our business and help us continue to grow. She's a fantastic CPA, but also an amazing business coach and she feels like a friend who just wants to see you succeed. We cannot recommend her enough to every single business owner we meet. You do yourself a disservice if she's not on your team!

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!

Megan was an amazing help for my husband and I this year. It was our first time filing since starting our marriage and my business, so I knew there were a lot of intricacies that we wanted to make sure were handled correctly. Not only did she prepare our taxes in the best way to make sure we got the highest refund possible, but she kept us in the loop throughout the whole process and even talked us through my husband's unemployment application when he was furloughed due to COVID-19. Overall, Megan is an amazing CPA, who is incredibly knowledgeable and cares fiercely about the people she serves.

Megan is a wonderful partner in my business, both during tax season and throughout the year. She supports me through each quarter as my business adapts and grows, and I'm so grateful for her guidance!

Wow! Not only is Megan Gerhart an extremely knowledgeable CPA but she is also The Very Best Cheerleader, Guide, Coach, Business Therapist(... hahaha), EVER!! From the very first conversation that I had with her, the passion that initially existed for me when I started my business was reignited. She has an amazing head for business and a beautifully caring heart for people. She is exactly who you need in your corner if you are looking for an amazing accountant, looking to start or expand your business, or wealth/financial guidance! Thank you Mae and I can't wait to see what the future holds for my business with you as an incredible guide!