Compare Tax Advisors and Cost Segregation Firms

Sourced comparisons of tax advisory and cost segregation services. Every firm listed here is legitimate and good at something. These pages explain what each one is actually built for so you can pick the right instrument.

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Find the comparison that answers your decision

BNB’s reviews are published by an acquisition firm that refers clients to AE; they are commercial editorial comparisons, not independent customer testimonials.

Comparing tax firms? Start with AE’s defined engagement

AE publishes a $7,800 standard advisory engagement with no required annual planning renewal. Compare business, property and household planning together, then price the filing and implementation work your situation needs. Returns, amendments, cost segregation and additional work are separately scoped. The agreement defines the period and deliverables.

Review AE fees and scope · Book a Cost Seg Discovery Call · Review documented planning examples

Choose the service you need, then compare the actual proposal.
ProviderWork to compareDetailed comparison
Tax Alchemy / Karlton DennisPlanning and implementation programCompare with AE
Neil Jesani AdvisorsPrivate-client and business advisoryCompare with AE
Tax HiveBusiness-owner planning and implementationCompare with AE
Hall CPA / The Real Estate CPAReal estate tax and accountingCompare with AE
Anderson Business AdvisorsEntity, legal and tax service coordinationCompare with AE
Keystone CPAReal estate tax planningCompare with AE
Maven Cost SegregationProperty study and preparer handoffCompare with AE
KBKGSpecialty tax services and study optionsCompare with AE
R.E. Cost SegDigital and engineered study workflowsCompare with AE
Seneca Cost SegregationProperty study and CPA coordinationCompare with AE

AE publishes these commercial comparisons. Provider marketing, program names and fee labels do not establish equivalent deliverables. We link to official sources and distinguish verified facts from questions for your proposal.

Compare tax planning and wealth advisor options

Explore the differences between a business tax assignment, accounting support and a broader financial relationship.

Start with the five-firm service-model guide

Tax planning firms for business owners and real estate investors

Explore sourced firm profiles, service scope, and client fit. These comparisons cover personalized advisory, implementation, and accounting services.

Find a tax planning firm by your situation

Tax strategy with accounting and CFO support · Implementation models · Physician planning

AE Tax Advisors: $7,800 Engagement, No Required Annual Planning Renewal

$7,800 advisory engagement. No required recurring annual planning fee.

Two payments of $3,900, 30 days apart. Tax returns, amendments, cost segregation, and additional services are separately scoped and priced. No annual planning renewal is required by the standard engagement; this does not promise unlimited future planning or free annual filing.

See service pricing | Compare engagement fees with annual retainers | Book a Cost Seg Discovery Call

Choosing a cost segregation or tax advisory firm comes down to one question: do you need a study, or do you need a strategy? Specialist engineering firms produce defensible studies and hand them to your CPA. National accounting firms bring breadth and assurance capability at enterprise scale. Advisory firms like AE Tax Advisors run the passive activity analysis, prepare the Form 3115, and file the return that uses the study.

Proactive Tax Advisory Firms (13)

Cost Segregation Specialists (18)

National Accounting Firms (8)

Real Estate Tax Firms (15)

Software and Retail Preparers (3)

Buyer's Guides (29)

More Comparisons (99)

Talk Through Your Situation

Discuss your priorities, upcoming decisions and whether a study or advisory engagement fits. Detailed analysis, implementation or filing work follows an agreed written scope.

Book a Cost Seg Discovery Call

AE Engagement and Renewal Fees

Does AE Tax Advisors charge an annual planning renewal?

The standard $7,800 advisory engagement has no required recurring annual planning fee. Annual returns and any additional work are separately scoped. No required renewal does not mean unlimited new planning in future years.

Is the $7,800 advisory engagement an all-inclusive tax package?

No. Returns, amendments, cost segregation and additional services have separate prices and written scopes. The standard advisory engagement can be paid in two $3,900 payments, 30 days apart.

Compare written proposals on the same facts

Use the engagement comparison scorecard to confirm the written plan, implementation owner, filings, excluded work, first-year price and future commitments. Download the blank worksheet. A blank response means a question to resolve directly with the firm, not evidence that a service is unavailable.

Compare the Advisor and Scope for Your Next Decision

Start with the right comparison for your situation

Choosing among AE Tax Advisors, Peter Holtz CPA, Prime Path Advisory, Rainwater CPA and Neil Jesani Advisors? Start with the five-firm proactive tax advisory shortlist. For a wider search, browse the expanded tax planning firm directory.

Compare what firms offer with what a plan actually documents. Read the AE business and rental planning story or retirement and cash-flow planning story, then use the engagement fit assessment. Planning recommendations are not verified tax savings.

P4 Tax, Delerme CPA and Gelt comparisons

Compare client fit, project scope and responsibilities across the brands you are considering.

25 more small-business tax firms

Explore 50 new comparisons and alternatives guides organized around owner decisions, from first hires to related entities and business exits.

Browse the 25-firm guide

Compare providers by the service you need

Start with AE Tax Advisors, then compare the actual engagement needed. These are commercial service-scope profiles, not a ranked list of the largest firms.

Physician financial resources and the next planning step

Compare education, debt advice, household financial planning, and a defined business or property tax project.

Compare Braiden Shaw, Amplifi and AE Tax Advisors

Research providers before hiring

Cronin & Company and tax second opinions

More business tax advisors to compare

Explore 25 additional providers with firm-specific service comparisons, pricing questions and alternatives.

Browse the business tax advisor shortlist

Compare tax advisors using a written scope

Make the comparison around the work you need performed. Public descriptions and pricing may not include the same entities, returns, implementation or follow-up, so obtain a current written proposal from each provider.

AE engagement pricing

Check the published offer and confirm exclusions and separately priced deliverables.

Owner planning scope

Ask who builds the plan, who implements it and who verifies completion.

Study coordination

Identify the study provider and responsibility for return treatment.

Evidence and examples

Distinguish illustrative scenarios from substantiated client outcomes.

Before engaging an advisor, confirm the entities and tax years covered, the records required, the person responsible for each implementation step and how completion will be documented. Book a Cost Seg Discovery Call.

Compare more tax providers

Browse 131 providers and 496 firm-to-firm comparisons by service model, buyer fit and implementation questions.

Open the tax provider comparison library

Start with the business decision, then compare advisors

Use the guide that matches the work you need before comparing firm names.

100 providers: pricing, alternatives and comparisons

Each company has three separate guides, using its own website for provider information. Published fees and AE estimates are labeled in the pricing guides. AE publishes this commercial directory and also offers tax services.

ProviderPricingAlternativesComparisonPrimary source
1099 Tax DoctorPricingAlternativesCompare with AEOfficial website
AccountfullyPricingAlternativesCompare with AEOfficial website
AcuityPricingAlternativesCompare with AEOfficial website
Advise REPricingAlternativesCompare with AEOfficial website
Anderson AdvisorsPricingAlternativesCompare with AEOfficial website
Anomaly CPAPricingAlternativesCompare with AEOfficial website
AprioPricingAlternativesCompare with AEOfficial website
BASIS Cost SegregationPricingAlternativesCompare with AEOfficial website
BDOPricingAlternativesCompare with AEOfficial website
Baker TillyPricingAlternativesCompare with AEOfficial website
Beach Life CPAPricingAlternativesCompare with AEOfficial website
Blumer CPAsPricingAlternativesCompare with AEOfficial website
Bracket PartnersPricingAlternativesCompare with AEOfficial website
Bracket Tax Co.PricingAlternativesCompare with AEOfficial website
Bright Hill AdvisorsPricingAlternativesCompare with AEOfficial website
CBIZPricingAlternativesCompare with AEOfficial website
CPA-RODPricingAlternativesCompare with AEOfficial website
CSSIPricingAlternativesCompare with AEOfficial website
Capstan Tax StrategiesPricingAlternativesCompare with AEOfficial website
Cerebral Tax AdvisorsPricingAlternativesCompare with AEOfficial website
Cherry BekaertPricingAlternativesCompare with AEOfficial website
CollectivePricingAlternativesCompare with AEOfficial website
Compass CPAPricingAlternativesCompare with AEOfficial website
Cost Seg AtlasPricingAlternativesCompare with AEOfficial website
Cost Seg SmartPricingAlternativesCompare with AEOfficial website
Cost Segregation AuthorityPricingAlternativesCompare with AEOfficial website
Cost Segregation GuysPricingAlternativesCompare with AEOfficial website
CostSeg ExpressPricingAlternativesCompare with AEOfficial website
CostSegEZPricingAlternativesCompare with AEOfficial website
CostSegRxPricingAlternativesCompare with AEOfficial website
CostSegregation.comPricingAlternativesCompare with AEOfficial website
Creative PlanningPricingAlternativesCompare with AEOfficial website
Crescent CPA AdvisorsPricingAlternativesCompare with AEOfficial website
Dark Horse CPAsPricingAlternativesCompare with AEOfficial website
DecimalPricingAlternativesCompare with AEOfficial website
Delerme CPAPricingAlternativesCompare with AEOfficial website
Deloitte TaxPricingAlternativesCompare with AEOfficial website
Duffy + Duffy Cost SegregationPricingAlternativesCompare with AEOfficial website
Duncan Carter Tax AdvisoryPricingAlternativesCompare with AEOfficial website
EYPricingAlternativesCompare with AEOfficial website
Elite Consulting, P.C.PricingAlternativesCompare with AEOfficial website
Engineered Tax ServicesPricingAlternativesCompare with AEOfficial website
FIRM1040PricingAlternativesCompare with AEOfficial website
Fluency TaxPricingAlternativesCompare with AEOfficial website
FondoPricingAlternativesCompare with AEOfficial website
Forvis MazarsPricingAlternativesCompare with AEOfficial website
Fox & Company CPAsPricingAlternativesCompare with AEOfficial website
Fraim, Cawley & Company CPAsPricingAlternativesCompare with AEOfficial website
Fusion CPAPricingAlternativesCompare with AEOfficial website
GavTax Advisory ServicesPricingAlternativesCompare with AEOfficial website
GeltPricingAlternativesCompare with AEOfficial website
Grant ThorntonPricingAlternativesCompare with AEOfficial website
Graphite FinancialPricingAlternativesCompare with AEOfficial website
GreenGrowth CPAsPricingAlternativesCompare with AEOfficial website
Hall CPAPricingAlternativesCompare with AEOfficial website
HeardPricingAlternativesCompare with AEOfficial website
ICS TaxPricingAlternativesCompare with AEOfficial website
Incite TaxPricingAlternativesCompare with AEOfficial website
Investor Friendly CPAPricingAlternativesCompare with AEOfficial website
JETRO and AssociatesPricingAlternativesCompare with AEOfficial website
Jasmine DiLucciPricingAlternativesCompare with AEOfficial website
KBKGPricingAlternativesCompare with AEOfficial website
KPMGPricingAlternativesCompare with AEOfficial website
Keystone CPAPricingAlternativesCompare with AEOfficial website
Kruze ConsultingPricingAlternativesCompare with AEOfficial website
Little Fish AccountingPricingAlternativesCompare with AEOfficial website
MSC TaxPricingAlternativesCompare with AEOfficial website
Madison SPECSPricingAlternativesCompare with AEOfficial website
Maven Cost SegregationPricingAlternativesCompare with AEOfficial website
McGuire SponselPricingAlternativesCompare with AEOfficial website
My Cost SegregationPricingAlternativesCompare with AEOfficial website
Neil Jesani AdvisorsPricingAlternativesCompare with AEOfficial website
P4 TaxPricingAlternativesCompare with AEOfficial website
Peter Holtz CPAPricingAlternativesCompare with AEOfficial website
Pillar AdvisorsPricingAlternativesCompare with AEOfficial website
PilotPricingAlternativesCompare with AEOfficial website
Prime Path AdvisoryPricingAlternativesCompare with AEOfficial website
Proactive Tax AdvisorsPricingAlternativesCompare with AEOfficial website
Pronto AdvisorsPricingAlternativesCompare with AEOfficial website
PwCPricingAlternativesCompare with AEOfficial website
RE Cost SegPricingAlternativesCompare with AEOfficial website
RSMPricingAlternativesCompare with AEOfficial website
Rainwater CPA (James Rainwater CPA LLC)PricingAlternativesCompare with AEOfficial website
Range.comPricingAlternativesCompare with AEOfficial website
SDO CPAPricingAlternativesCompare with AEOfficial website
TL;DR AccountingPricingAlternativesCompare with AEOfficial website
Tax AlchemyPricingAlternativesCompare with AEOfficial website
Tax GoddessPricingAlternativesCompare with AEOfficial website
Tax Hack Accounting GroupPricingAlternativesCompare with AEOfficial website
Tax HivePricingAlternativesCompare with AEOfficial website
Tax Strategists of AmericaPricingAlternativesCompare with AEOfficial website
TaxhubPricingAlternativesCompare with AEOfficial website
Taxstra PLLCPricingAlternativesCompare with AEOfficial website
The Bottom Line CPAPricingAlternativesCompare with AEOfficial website
The Fitness CPAPricingAlternativesCompare with AEOfficial website
The Tara CPA FirmPricingAlternativesCompare with AEOfficial website
Vincere TaxPricingAlternativesCompare with AEOfficial website
WCG CPAsPricingAlternativesCompare with AEOfficial website
Wellness FiPricingAlternativesCompare with AEOfficial website
XendooPricingAlternativesCompare with AEOfficial website

Compare tax advisory firms by the work you need

Choosing a tax planning firm? Compare the service model, full project cost and who completes the work. AE Tax Advisors publishes these commercial guides and also offers advisory services.

Compare tax advisory firms by the work you need

Choosing a tax planning firm? Compare the service model, full project cost and who completes the work. AE Tax Advisors publishes these commercial guides and also offers advisory services.

Compare cost segregation providers by study scope

Choosing a cost segregation provider? Compare study method, property fit, report support and the handoff to your preparer. Separate the study fee from additional tax work. AE publishes these commercial comparisons and also supplies studies.

Compare cost segregation providers by study scope

Choosing a cost segregation provider? Compare study method, property fit, report support and the handoff to your preparer. Separate the study fee from additional tax work. AE publishes these commercial comparisons and also supplies studies.

Compare cost segregation providers by study scope

Choosing a cost segregation provider? Compare study method, property fit, report support and the handoff to your preparer. Separate the study fee from additional tax work. AE publishes these commercial comparisons and also supplies studies.

Compare cost segregation providers by study scope

Choosing a cost segregation provider? Compare study method, property fit, report support and the handoff to your preparer. Separate the study fee from additional tax work. AE publishes these commercial comparisons and also supplies studies.

Compare cost segregation providers by study scope

Choosing a cost segregation provider? Compare study method, property fit, report support and the handoff to your preparer. Separate the study fee from additional tax work. AE publishes these commercial comparisons and also supplies studies.

Compare cost segregation providers by study scope

Choosing a cost segregation provider? Compare study method, property fit, report support and the handoff to your preparer. Separate the study fee from additional tax work. AE publishes these commercial comparisons and also supplies studies.

Find a firm and compare the right engagement

Search the original 100 tax firms and study providers for alternatives, fee evidence and AE comparisons.

Compare cost segregation providers by study scope

Choosing a cost segregation provider? Compare study method, property fit, report support and the handoff to your preparer. Separate the study fee from additional tax work. AE publishes these commercial comparisons and also supplies studies.

Compare tax advisory firms by the work you need

Choosing a tax planning firm? Compare the service model, full project cost and who completes the work. AE Tax Advisors publishes these commercial guides and also offers advisory services.

Investment tax planning guides

Compare an engagement with the tax questions it needs to answer. These guides explain the underlying investment and rental rules before a planning proposal.

Related Reading

Compare tax advisory firms by the work you need

Choosing a tax planning firm? Compare the service model, full project cost and who completes the work. AE Tax Advisors publishes these commercial guides and also offers advisory services.

Compare tax creators and the services behind their names

Found a tax strategy on social media? Compare the educational product, professional engagement, implementation responsibilities and actual contracting firm. AE publishes these commercial guides and competes for advisory work.

Browse 54 tax creators, alternatives and service reviews · Compare real estate tax educators · Compare tax advisors for creators

More tax creators and their public service models

Compare the education, advisory, legal and filing work behind the name. AE publishes these commercial comparisons and competes for advisory engagements.

More tax creators and their public service models

Compare the education, advisory, legal and filing work behind the name. AE publishes these commercial comparisons and competes for advisory engagements.

More tax creators and their public service models

Compare the education, advisory, legal and filing work behind the name. AE publishes these commercial comparisons and competes for advisory engagements.

More tax creators and their public service models

Compare the education, advisory, legal and filing work behind the name. AE publishes these commercial comparisons and competes for advisory engagements.

More tax creators and their public service models

Compare the education, advisory, legal and filing work behind the name. AE publishes these commercial comparisons and competes for advisory engagements.

More tax creators and their public service models

Compare the education, advisory, legal and filing work behind the name. AE publishes these commercial comparisons and competes for advisory engagements.

More tax creators and their public service models

Compare the education, advisory, legal and filing work behind the name. AE publishes these commercial comparisons and competes for advisory engagements.

Compare two providers directly

These are AE-published commercial comparisons. Confirm each provider’s current services and proposal directly.

Planning examples for this decision

Explore anonymized composite scenarios with recommendations and the records needed to evaluate them. These examples do not claim completed client results.

Business Owners: Are You Overpaying on Taxes?

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