Megan Gerhart CPA | Aligned Wealth Strategy

Emily Baksa

May 25, 2024on

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!

Jessica Siegfried

May 13, 2024on

It's really hard to find genuine people who take the time to listen to what you're saying. Mae doesn't just listen, she takes the time to explain things in a way that makes sense and doesn't yell at you or talk down to you in that accountant type of way. Mae knows her stuff inside and out and if she doesn't know something, she'll go figure it out. Working with Mae is just easy. She has this way of making everything flow smoothly, and you can tell she really cares about helping you and your business. She gets that it's not just one without the other.

Courtney& Steve

Mar 29, 2024on

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!

Djuna Carlton

Mar 22, 2024on

Megan has been extremely helpful during the process of starting my small business. She has taken the time to explain to me the finer points of book keeping, and provided templates for my own use through out the year. I live in a different state, and a very different time zone, and it has been effortless to meet (via zoom) and get my taxes done.

Claire Davis

Feb 22, 2024on

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!

Brian O'Neill

Apr 19, 2022on

Megan was recommended to me and I couldn’t be happier! I live & own a small business in another state and I felt very confident with the systems & processes Megan uses to make sure they receive all the information they need to do my taxes. Megan & Beth were really helpful and made sure that I understood everything. I will be back next year!

Nicole Ensmenger

Nov 7, 2021on

I am so thankful that I met Megan when I did. She is a wealth of knowledge, easy to talk to and easy to work with. She meets you where you are at and is willing and able to give you the tools you need to succeed. I believe she really has your best interest in mind when it comes to accounting and tax preparations.

Heather Reed

Mar 11, 2021on

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!

Renee Kleiner

Apr 28, 2020on

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.