Business owners face a uniquely complex tax landscape. From entity selection to reasonable compensation to retirement plan design, every decision has tax consequences. AE Tax Advisors helps you structure your business and personal finances to minimize your combined tax liability.

What We Cover

  • Entity selection and restructuring (LLC, S-Corp, C-Corp, partnership)
  • Reasonable compensation analysis and documentation
  • Qualified Business Income (QBI) deduction optimization
  • Retirement plan design (401k, defined benefit, cash balance)
  • Accountable plans and fringe benefit structuring
  • Multi-entity coordination and intercompany transactions
  • Exit and succession tax planning
  • Hiring family members and Augusta Rule optimization

Our Process

1

Entity & Structure Review

We analyze your current entity structure, ownership, and operational setup to identify restructuring opportunities.

2

Tax Modeling

We model multiple scenarios comparing entity types, compensation levels, and retirement contributions to find the optimal configuration.

3

Implementation & Coordination

We work with your attorney and bookkeeper to implement changes, update operating agreements, and set up new entities if needed.

4

Year-Round Advisory

Monthly or quarterly touchpoints ensure your business decisions are tax-informed from day one.

Frequently Asked Questions

Should I be an S-Corp or C-Corp?

It depends on your income level, state of residence, reinvestment plans, and exit timeline. We model both scenarios with your actual numbers before recommending a structure.

What is reasonable compensation and why does it matter?

The IRS requires S-Corp owners to pay themselves a reasonable salary. Setting it too low triggers audit risk; too high wastes payroll tax. We help you find the defensible sweet spot.

Can you help me set up a retirement plan?

Absolutely. We design retirement plans (Solo 401k, SEP IRA, Defined Benefit, Cash Balance) that maximize your deductible contributions based on your business income.

Ready to Get Started?

Schedule a complimentary consultation and discover how our business owner & small business tax services services can work for your situation.

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