Compare the contracted service

Compare taxpayer accounting and representation with practitioner training and legal representation supplied under a separate contract. Identify who owns the notice deadline and actual taxpayer matter.

Published by AE Tax Advisors, a competing tax advisory provider. This is a commercial analysis of public offerings, not an independent ranking, endorsement or firsthand customer review. No customer rating is assigned.

Andrew Poulos / Poulos Accounting & Consulting

Poulos Accounting identifies Andrew Poulos as an enrolled agent, author, speaker and host of Financial Smarts Network. Its team page describes his public tax and financial education work.

The firm describes bookkeeping, payroll, preparation, business consulting and IRS audit and collection representation. These are separate tasks that should be assigned in the engagement.

A media appearance or educational course does not establish personal access to Andrew or a representation engagement. Confirm the assigned professional, authorization and actual notice scope before changing providers.

Fee evidence for Andrew Poulos

The reviewed homepage and team biography do not establish a universal fixed project fee. Request separate written pricing for accounting, preparation, planning and any IRS representation.

Questions for the actual engagement

  • Who reviews the notice and takes responsibility for the response deadline?
  • Which current returns and bookkeeping tasks are included?
  • Is audit or collection representation a separate agreement?
  • Who performs the work and how are fees and additional scope charged?

Give each bidder the same entity list, prior returns, current books, property details and deadline. Request a complete fee and written assignment for advice, implementation and filing. Share sensitive records only through the chosen provider’s secure intake process.

Eric Green / Tax Rep Network / Green & Sklarz

Eric Green’s official platform describes a tax attorney, author, speaker and Tax Rep Network podcast host. Tax Rep Network identifies his separate role as a Green & Sklarz partner.

Tax Rep Network provides training, software, practitioner resources and case support for tax professionals. A taxpayer legal representation matter requires a separate engagement with the actual legal provider.

Professional membership and case support do not automatically make the subscriber’s client Eric’s legal client. AE’s general advisory scope also should not be treated as a substitute for criminal tax counsel or litigation.

Fee evidence for Eric Green

The membership page lists Essential at $37/month and Professional at $399/month. Its Accelerator card shows $1,500/month while the FAQ asks buyers to contact the team for details; confirm that premium program’s current terms. None of these is a taxpayer legal representation quote.

Questions for the actual engagement

  • Am I buying practitioner education or taxpayer representation?
  • Which entity and professional accept my actual matter?
  • What notice, audit, collection or litigation tasks are covered?
  • Which membership, legal, expert or additional fees apply?

Give each bidder the same entity list, prior returns, current books, property details and deadline. Request a complete fee and written assignment for advice, implementation and filing. Share sensitive records only through the chosen provider’s secure intake process.

Compare total scope before selecting

AE Tax Advisors provides tax planning for business owners and real estate investors. Standard advisory is $7,800 and complex advisory is $9,800. Returns, amendments, property studies and other implementation work are separately scoped and priced. Confirm the support period and responsibilities in the written engagement; the standard advisory engagement has no required annual planning renewal.

Request the same entities, records, deadline and implementation assignments. Education, legal work and tax filing can require different contracts. A preliminary tax-saving estimate and a course fee do not establish comparable project costs.

Sources, methodology and review date

Official pages reviewed November 7, 2026. Statements about identity and offerings are attributed to those pages. AE has not independently verified marketed savings, customer results, licensing status or delivery. Confirm current availability, terms and the actual contracting entity.

AE comparison methodology · Editorial policy

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.

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