About AE Tax Advisors
Tax strategy built for business owners and high-income earners who refuse to overpay.
AE Tax Advisors is a tax advisory firm built for business owners and high-income earners who have outgrown traditional tax preparation. We primarily serve business owners generating $500K or more in revenue with entity structuring (S-Corp, C-Corp, LLC optimization), retirement plan design, quarterly tax strategy, exit planning, and cost segregation for real estate holdings. We also work with high-income W-2 earners ($300K+) on advanced income offset strategies, including equipment leasing under Sec. 179, crypto mining depreciation, and short-term rental tax planning with material participation.
Our Approach
Unlike traditional CPA firms that focus on compliance and filing, AE Tax Advisors is built around strategy. We work with clients year-round to design, implement, and monitor tax plans that evolve with their income, investments, and life changes.
What Sets Us Apart
Every engagement begins with our proprietary 3-Year Tax Lookback, which reviews your last three years of returns to identify missed deductions, credits, and planning opportunities. From there, we build a forward-looking tax plan tailored to your specific situation.
Our team combines deep technical knowledge of the Internal Revenue Code with practical, real-world application. We do not sell generic strategies or one-size-fits-all solutions. Every plan is custom-built for each client.
Year-Round Advisory
Our advisory engagement includes quarterly check-ins, mid-year projections, direct advisor access, and ongoing monitoring of tax law changes that may impact your plan. This is not a seasonal service.
Trusted by Professionals From the World’s Leading Companies
Our clients include executives, engineers, physicians, and leaders at top organizations
…and hundreds of business owners and entrepreneurs across the country