Tax Strategy for Business Owners & Real Estate Investors
Your Business Creates the Revenue. We Build the Tax Strategy to Keep More of It.
Coordinated tax strategy for profitable business owners with multiple entities, real estate and consequential financial decisions. Review your business and household income together, then define a written plan and implementation scope.
Strategic advisory: $7,800. Complex advisory: $9,800. Returns, amendments and studies are separately scoped. Start with a complimentary 30-minute conversation about fit.
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Which One Sounds Like You?
Real Estate Investors
“I own rental properties and want to reduce my tax bill.”
See Real Estate Strategies →Business Owners
“I own a profitable business and need to coordinate entities, owner income and major decisions.”
See Business Tax Strategies →Both
“I own a business and rental properties and need one coordinated tax strategy.”
See Combined Strategies →How It Works
Three simple steps to a smarter tax strategy
Free Discovery Call
A confidential 30-minute conversation to discuss your goals and whether AE is a fit.
Custom Strategy Design
Agree on the review scope, then build a written plan around your income, entities and property decisions.
Implementation & Support
Define who completes each action, the support period and any separately priced returns, amendments or studies.
Client Results That Speak for Themselves
Explore published case studies across business and real estate tax planning. Savings, deferrals, and deductions are labeled separately.
Medical practice owner
Read the case study →Construction company
Read the case study →Seven-location franchise owner
Read the case study →SaaS founder
Read the case study →Owner of three S-Corps
Read the case study →Business owner with rentals
Read the case study →Physician with STR investment
Read the case study →Long-term rental investor
Read the case study →24-unit apartment owner
Read the case study →These published, anonymized cases reflect different facts and tax years. Results are not typical or guaranteed.
Tax Planning Services
Why Business Owners and Real Estate Investors Choose AE Tax Advisors
Proven Expertise
15+ years across healthcare, professional services, real estate, and technology.
Advanced Strategies
Entity design, equity timing, and retirement planning in one framework.
White-Glove Service
Quarterly check-ins and direct advisor access, year-round.
What Our Clients Say
Results-driven tax planning, experienced firsthand
"AE Tax Advisors found over $180,000 in missed deductions from our previous returns."
"They restructured our entities and cut our effective tax rate significantly. Truly white-glove service."
"I needed more than a CPA. They built one plan covering my practice income, rentals, and retirement."
Latest Tax Planning Insights
New decision guides for business owners and real estate owners
Cost Segregation Report: Basis Reconciliation Checklist
Check a completed cost segregation report against land, building basis, prior depreciation and separately purchased assets before implementing it.
Read the guide →Equipment Delivered in December but Not Operational
A deposit or December delivery does not settle depreciation timing. Business owners should document installation, readiness and actual equipment use.
Read the guide →Rental Partnership Refinance: Distribution and Basis
Before a rental partnership distributes refinance proceeds, reconcile each partner’s outside basis, liability share and cash distribution.
Read the guide →Start Your Personalized Tax Plan Today
Review your return for missing or incorrect information
Practical guides for your next decision
Explore the cost segregation planning process
Use AE Tax Advisors' cost segregation resource center to compare study scope, pricing and implementation. For property records and study deliverables, review Stratum Cost Segregation's study resources. Stratum focuses on the property analysis; AE leads the broader tax strategy discussion. Confirm responsibilities and fees in your written engagement.
Find tax planning for your situation
Start with the service that matches the next decision for your business or property.
- Rental property cost segregation — study scope, fees and return coordination.
- Airbnb and VRBO tax planning — operational records, participation and depreciation.
- Business owner tax advisory — entity choices, owner pay and implementation.
- Physician and medical practice planning — business income, staff and property decisions.
- Missed depreciation and lookback preparation — correction procedure and filing scope.
- Tax advisory in Billings, Montana — headquarters, contact details and service fit.
Review the Firm, the Work and the Scope
AE Tax Advisors reviews and case studies bring together third-party profile information and 28 anonymized planning stories. Compare documented work with your own needs, then confirm deliverables and fees in writing.
Find the best short term rental tax company for your needs — compare STR operating-record review, study coordination, return preparation and implementation support.
Tax preparation and planning for your next step
Choose the filing service or planning tool that matches your next decision. Confirm the entities, tax years and deliverables in your engagement.