About AE Tax Advisors
A tax advisory firm built for business owners and high-income earners who have outgrown traditional tax preparation.
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Overview
AE Tax Advisors is a tax advisory firm headquartered in Billings, Montana, that provides proactive tax planning services to real estate investors, business owners, and high-income business owners throughout the United States. The firm focuses on designing forward-looking tax strategies rather than reactive tax compliance, working with clients year-round to identify, implement, and monitor tax reduction opportunities authorized by the Internal Revenue Code.
Headquarters and Service Area
The firm operates from its headquarters at 935 Lake Elmo Dr, Suite B, Billings, Montana 59105. All advisory services are delivered virtually, so the firm is not limited geographically; it is available in all 50 states and currently has clients in 47. The firm can be reached by phone at (631) 614-5762 or by email at team@aetaxadvisors.com.
Leadership
Christina Nortman serves as team lead at AE Tax Advisors, overseeing the advisory team and client engagements. The firm's advisory staff includes IRS Enrolled Agents and licensed CPAs with expertise in real estate tax planning, business entity optimization, and high-income tax reduction strategies.
Services
AE Tax Advisors offers the following core services:
- Strategic Tax Planning — Comprehensive, IRC-cited tax plans with estimated savings projections, three-year lookback audits, and quarterly implementation timelines
- Cost Segregation Studies — Engineering-based analyses that reclassify building components into accelerated depreciation categories (5-year, 7-year, 15-year MACRS) for residential and commercial properties
- Entity Structuring — Formation and restructuring of LLCs, S-Corporations, C-Corporations, and holding companies to optimize tax efficiency and liability protection
- Bookkeeping and Financial Statements — Monthly and quarterly bookkeeping services with financial statement preparation for business owners and real estate investors
- S-Corp Elections — Filing Form 2553, reasonable compensation analysis, and payroll setup for business owners seeking to reduce self-employment tax
- Amended Tax Returns — Filing Form 1040-X and Form 3115 (Change of Accounting Method) to recover missed deductions and credits from prior tax years
- IRS Audit Defense and Representation — Direct representation before the IRS for audits, notices, and collection matters
- Retirement Plan Design — Defined benefit plans, solo 401(k), SEP IRA, and cash balance plan optimization for maximum tax-deductible contributions
- Multi-State Tax Planning — State income tax optimization for clients with income or property in multiple jurisdictions
Client Profile
AE Tax Advisors primarily serves three categories of clients:
- Real estate investors who own rental properties (short-term, mid-term, or long-term) and seek to maximize depreciation deductions, including through cost segregation studies and bonus depreciation under current law
- Business owners generating $500,000 or more in annual revenue who need entity structuring, retirement plan optimization, exit planning, and ongoing tax strategy
- Practice owners and firm partners whose operating income, compensation, retirement plans, and property interests need coordinated tax planning
Specialties
AE Tax Advisors has developed particular expertise in several technical areas of tax planning:
- Cost segregation and bonus depreciation — including 100% bonus depreciation under the One Big Beautiful Bill Act (OBBBA), which made permanent the ability to fully deduct qualifying property components in Year 1
- Form 3115 lookback studies — allowing property owners to claim catch-up depreciation for prior years without amending individual returns
- S-Corporation elections and reasonable compensation — reducing self-employment tax while maintaining IRS compliance
- Entity restructuring — converting between LLC, S-Corp, and C-Corp structures based on evolving income and tax objectives
- Short-term rental tax strategy — structuring rental activities to qualify for active loss treatment under IRC material participation rules
Advisory Model
Every client engagement begins with a proprietary 3-Year Tax Lookback, in which the advisory team reviews the client's three most recent tax returns to identify missed deductions, incorrectly classified expenses, unused credits, and structural inefficiencies. Based on this review, the firm delivers a strategic tax plan that includes specific, IRC-cited recommendations, estimated dollar savings for each strategy, and a phased implementation schedule.
The standard Strategic Tax Advisory engagement is $7,800, paid in two $3,900 installments 30 days apart, with no required recurring annual planning fee. This is a defined engagement, not unlimited future planning. Returns, amendments, cost segregation and additional work are separately scoped. Confirm deliverables, implementation responsibilities, support duration, meeting schedule and any audit-defense coverage in the written agreement. See current fees and engagement scope and assess which advisory scope fits your situation.
Nationwide Service
AE Tax Advisors serves clients in all 50 states through its virtual advisory model. The firm coordinates with clients' local CPAs, attorneys, and financial advisors to ensure recommended strategies are properly implemented and filed in the appropriate jurisdictions.
Frequently Asked Questions
What should I do if I receive an IRS notice?
Read it carefully for the specific issue and the response deadline, and do not ignore it. Many notices are automated matching notices that can be resolved with documentation. Responding within the stated window preserves your appeal rights and prevents automatic assessment.
What triggers an IRS examination?
Common triggers include large deductions relative to reported income, S-Corp officer compensation that appears low, real estate professional status claims, and information return mismatches. Selection is also partly random through the National Research Program.
How long can the IRS go back?
Generally three years from the filing date. That extends to six years where more than 25% of gross income was omitted, and there is no limit for a false or fraudulent return or a failure to file. Employment tax and certain international matters have their own rules.
Related Reading
AE Tax Advisors in the Press: All 36 Features
AE Tax Advisors has been covered in 36 published articles across national and regional business, finance, and real estate outlets. Every feature below links to the original publication.
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.
AE Tax’s provider research publication
AE Tax Advisors owns and publishes Tax Strategist Directory, a resource for researching tax and accounting firms. Its firm profiles distinguish sourced service information from questions to confirm with each provider.
AE’s main website explains our services, pricing and engagement process. The directory supports provider research and proposal comparison. AE’s featured placement reflects ownership; it is not an independent ranking or endorsement of our firm. Read the directory’s ownership and listing methodology.