The $7,800 Question: What You Actually Get with AE Tax Advisors
We believe in transparency. When you invest $7,800 in an AE Tax Advisors engagement, you deserve to know exactly what you are getting, how it works, and why it produces the returns our clients consistently see.
Here is the complete breakdown.
Phase 1: Discovery and Lookback (Weeks 1-3)
What happens: We collect your prior three years of tax returns, all entity formation documents, property acquisition records, and current financial statements. Our team conducts a line-by-line analysis of every return, identifying missed deductions, incorrect classifications, and unrealized opportunities.
What you get: A detailed lookback report showing exactly what was missed, what can be recovered, and estimated dollar amounts for each opportunity. This report typically identifies $20,000-$150,000 in recoverable or go-forward savings.
Phase 2: Strategy Development (Weeks 3-5)
What happens: Based on the lookback findings and your current financial situation, we develop a comprehensive tax strategy. This includes entity structure recommendations, cost segregation evaluation for each property, real estate professional status qualification analysis, income timing strategies, and depreciation optimization.
What you get: A written tax strategy plan with specific IRC-cited recommendations, estimated tax impact for each strategy, implementation timeline, and priority ranking. Every recommendation includes the legal basis, the estimated savings, and the steps required to implement it.
Phase 3: Implementation (Weeks 5-12)
What happens: We implement every approved strategy. This includes coordinating cost segregation studies with qualified engineers, preparing and filing Form 3115 for prior-year catch-up depreciation, restructuring entities when appropriate, setting up proper hour tracking for real estate professional status, and configuring your bookkeeping for tax optimization.
What you get: Fully implemented strategies -- not just recommendations. Every deduction, every entity change, every depreciation schedule is actually set up and operational. We do not hand you a list and say "go do this." We do it.
Phase 4: Ongoing Advisory (Year-Round)
What happens: Throughout the year, we conduct quarterly planning sessions to review your strategy, model proposed transactions, adjust estimated payments, and respond to changes in your financial situation. You have direct access to our team for any tax question or financial decision that has tax implications.
What you get: Year-round strategic support. When you are considering buying a property, we analyze the tax impact before you close. When tax law changes, we update your strategy proactively. When you have a question at 9 PM on a Tuesday, you can email us and get a substantive response.
Phase 5: Tax Return Preparation (January-April)
What happens: We prepare all required federal and state tax returns incorporating every strategy we implemented throughout the year. Because we have been managing your tax situation all year, there are no surprises at filing time.
What you get: Fully optimized tax returns that reflect every legal deduction, credit, and strategy available to you. Returns are filed on time with complete supporting documentation.
Phase 6: Audit Defense (As Needed)
What happens: If the IRS or any state tax authority contacts you about your return, we handle the response. Every position we take is documented with IRC citations and professional analysis, and we represent you throughout the audit process.
What you get: Peace of mind. You are not defending positions alone. Every strategy is backed by a professional firm that stands behind its work.
The Team Behind the Service
Your engagement is managed by Christina Nortman and the AE Tax Advisors team from our Billings, Montana office. Every strategy recommendation goes through professional review. Every implementation step is quality-checked. Our team includes professionals with specific expertise in real estate taxation, cost segregation, entity structuring, and IRS audit defense.
The Results
Across our client base, the average first-year savings from our advisory engagement exceeds $50,000. Many clients see six-figure savings, particularly those with multiple properties and high W-2 income. Our $7,800 fee represents a fraction of the savings we deliver.
We do not take on clients we cannot help. If our preliminary assessment indicates that our fee will not produce meaningful ROI for your situation, we will tell you honestly and refer you to a more appropriate resource.
Ready to See the Numbers?
Call (631) 614-5762 or email team@aetaxadvisors.com to schedule your discovery call. We will review your situation and provide a preliminary assessment of potential savings -- no obligation, no pressure, just numbers.