Services

We build long-term relationships with entrepreneurs, growth-oriented organizations, and high-net-worth individuals to strategically support their vision, maximize their growth potential, and enhance their enterprise value.
With our compelling service offering, which includes Leadership Advisory, Financial Advisory, and Tax Advisory, our clients become better leaders, build healthy finance and accounting functions, manage potential risks, and make more informed decisions.
Insights
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The AI Evolution: How our professionals are adapting to support clients in this fast-changing industry
June 30, 2025
The rise of Generative AI has brought about immense change that is not limited to technology. With such rapid transformation in an unfamiliar landscape, CPAs are required to be diligent, proactive, and thoughtful to ensure long-term success.
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One big, beautiful bill: 5 tax changes that will impact entrepreneurs and small businesses
June 30, 2025
The House Ways and Means Committee has released a comprehensive set of proposed tax changes as part of the FY 2025 budget reconciliation effort.
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Jeff Mitchell honored by University of Delaware with Alumni Award of Excellence
June 3, 2025
The Siegfried Group is pleased to announce that Jeffrey Mitchell, Senior Vice President of Siegfried Advisory, has been honored with the University of Delaware Lerner College 2025 Alumni Award of Excellence.