AE Tax Advisors exists to serve one group: high-income professionals and business owners serious about strategic tax planning. We're not here to be the cheapest option. We're here to be the right option—the firm that understands your complex tax situation and delivers meaningful savings aligned with your long-term wealth strategy.
Our Mission
To empower high-income professionals, business owners, and real estate investors with strategic tax planning that preserves wealth, ensures compliance, and positions them for generational success. We believe proactive tax planning—not scrambling at April 15—is the foundation of long-term financial freedom.
Our Core Values
Integrity Above All
We provide advice we'd give our own families. This means recommending conservative strategies within the bounds of current law, not pushing boundaries for a larger fee. It means turning down clients whose expectations are unrealistic or unethical. It means standing by our advice if the IRS challenges it.
Proactive, Not Reactive
Most CPAs react to your completed year (preparing your return after December 31). We plan throughout the year. In September, we model your tax situation and recommend actions. In December, we execute. By January 1, your tax position for the new year is optimized. This approach delivers 3-5x the tax savings compared to year-end scrambling.
Specialization Over Generalization
We focus deeply on high-income tax planning, not general accounting services. We don't do bookkeeping, payroll processing, or general business consulting. We do tax strategy. This focus allows us to stay at the cutting edge of tax law and deliver expert advice that a generalist CPA simply can't match.
Transparency in Fees and Outcomes
We quote fixed fees upfront. No surprise invoices. We also clearly communicate what we can and can't deliver. If we think a strategy will save you $15,000 annually, we say so. If a strategy is a long shot, we tell you. If a strategy doesn't make financial sense for your situation, we decline to recommend it.
Continuous Learning
Our team completes 30+ hours of continuing education annually. We follow IRS developments obsessively. We attend annual tax conferences. We subscribe to professional tax publications. The tax code changes constantly, and our advice must evolve with it.
Who We Serve
We specialize in high-income professionals earning $300,000+: physicians, surgeons, attorneys, law partners, business owners, entrepreneurs, real estate investors, executives with stock options/RSUs, consultants with 1099 income. We're also open to lower-income clients with complex situations (significant real estate, business interests, or prior IRS issues) where strategic planning delivers clear value.
Who We Don't Serve
We don't serve clients primarily seeking tax preparation only (no planning), bookkeeping or accounting services, general business consulting, or strategies we believe are legally questionable. For these needs, we're happy to refer you to appropriate firms.
Our Promise to Clients
We deliver a written strategic tax plan within 6-8 weeks of engagement. Every recommendation is compliant with current IRC and supported by case law or IRS guidance. We provide full audit defense and IRS representation if needed. We're available to answer questions and adjust strategy as your situation changes. We maintain strict confidentiality under attorney-client privilege where applicable.
The AE Difference
What sets us apart? Honest advice. Deep expertise. Real results. We don't pretend to know things we don't. We don't recommend strategies we're unsure about. We don't over-promise. And we deliver tax savings that justify your investment many times over.