Advise RE Pricing: Fees, Scope and Quote Questions
Review Advise RE pricing, fee scope, billing questions, and a tailored quote checklist before comparing tax providers.
What does Advise RE cost?
A numeric fee was not verified in the official sources reviewed.
Request a current written quote. This does not mean the firm has no public prices; it means this guide does not have a verified amount for your engagement.
Source review: October 8, 2026. Fees can change. This guide is published by AE Tax Advisors, a provider you may also be evaluating; it is not an independent rating or a quote from Advise RE.
Which engagement are you pricing?
Advise RE is included in this comparison for real estate tax planning, preparation, and related advisory services.
A relevant buyer profile: Owners, investors, and developers seeking real estate-oriented tax advice.
You are operating a property business while managing personally held rentals and a potential sale.
Ask how operational property decisions and investor-level planning enter the same review.
Property and owner coordination
List properties, ownership percentages, placed-in-service dates, depreciation schedules, K-1s, and planned acquisitions. Ask for entity-level and household-level scope separately. A portfolio with several partnerships creates a different workload from one directly owned rental.
| Item | What to verify |
|---|---|
| First-year cost | Add setup, cleanup, analysis, mandatory companion services, implementation, and filing charges for the same period. |
| Ongoing cost | Confirm renewal, minimum commitment, cancellation notice, and any price changes tied to business growth. |
| Scope boundaries | Will the engagement compare holding, refinancing, and selling scenarios? |
| Responsibility | Is property accounting, the owner’s return, acquisition advice, and depreciation implementation assigned to one lead? |
A quote request tailored to this decision
Use this as a starting point and send sensitive documents through the provider’s secure intake process:
I am evaluating Advise RE for real estate tax planning, preparation, and related advisory services. You are operating a property business while managing personally held rentals and a potential sale. Will the engagement compare holding, refinancing, and selling scenarios? Please separate initial analysis, implementation, recurring support, and filing. Specify the legal entities and tax years covered, exclusions, required companion services, payment dates, and renewal terms. Is property accounting, the owner’s return, acquisition advice, and depreciation implementation assigned to one lead?
Compare Advise RE with AE Tax Advisors
Compare only the work both proposals actually contain. AE’s current published standard advisory fee is $7,800, paid in two $3,900 installments 30 days apart, with no required recurring annual planning fee. Returns, amendments, cost segregation, and additional services are separately scoped. Confirm the current agreement before committing.
A lower filing or software price can be appropriate when that is all you need. A broader engagement can be appropriate when several professionals or workstreams must be coordinated. Neither price alone establishes quality, eligibility for a deduction, or guaranteed savings.
Review AE’s current fees and bring both proposals to a consultation to discuss scope and fit.
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