3 Year Tax Lookback Cleanup
Expert tax planning and advisory services from AE Tax Advisors.
AE Tax Advisors provides comprehensive 3 year tax lookback cleanup services for business owners and practice owners. Our approach combines deep technical knowledge of the Internal Revenue Code with practical, real-world application.
How We Help
Every engagement begins with a thorough analysis of your current situation. We identify opportunities, design strategies, and work with you year-round to implement and monitor your plan.
Who This Is For
This service is designed for individuals and businesses earning $500,000 or more annually who want to take a proactive approach to tax planning.
Frequently Asked Questions
How quickly can strategies be implemented?
It depends on the strategy. Entity elections, retirement plan adoption, and accountable plans can often be put in place quickly, while cost segregation studies typically take several weeks and material participation positions require a full year of documentation.
What does a tax advisory engagement include?
Confirm deliverables in the signed scope: prior-year review, forward planning, implementation responsibilities and the period of support or audit-defense coverage. Returns, amendments, cost segregation and additional work are separately scoped and priced. An advisory engagement does not promise unlimited future planning or free annual filing.
How is tax planning different from tax preparation?
Preparation reports what already happened. Planning changes what happens, and nearly every meaningful strategy has a deadline that falls before year end. A return filed in April can only reflect decisions that were made months earlier.
Do you work with clients outside Montana?
Yes. We work with clients nationwide from our office in Billings, Montana. Federal strategy is identical across states, and we coordinate state-specific issues including pass-through entity tax elections, nexus, and residency wherever clients operate.