Armanino vs AE Tax Advisors: Services and Fees

The practical difference

Armanino describes business and personal tax planning and compliance, with state, local, international and specialty services. Compare the proposed work and team with AE’s written advisory scope.

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, cost segregation and additional work are separately scoped and priced.

Published by AE Tax Advisors, a competing service provider. This is a commercial comparison of public service information, not an independent ranking or firsthand customer review. Sources checked November 7, 2026; confirm current availability and fees directly.

Compare the engagement

Decision	Armanino	AE Tax Advisors
Public model	Armanino describes business and personal tax planning and compliance, with state, local, international and specialty services.	A defined tax advisory engagement for business owners and real estate investors.
Implementation and filing	Assign the preparer, reviewer and filing responsibility for each entity and owner return. Confirm whether elections, amendments and responses to notices are included in this proposal.	Agree on the professional responsible for each task. Returns, amendments, studies and additional work have separate scopes and prices.
Fees and future support	See sourced fees and scope questions	$7,800 standard; $9,800 complex advisory. No required standard annual planning renewal; support is limited to the agreed period.
Key buying question	Who owns the multistate and personal-return coordination?	Which owner and entity decisions does AE address, who implements them and what filing or specialty work is separately scoped?

Choose Armanino when its proposal matches these needs

Keep Armanino on your shortlist when its business tax and specialist service menu fits your operating footprint. Identify the lead team and deliverables for owner and business work.

Consider AE for this situation

You run a growing company entering a second state and need the owner return coordinated with entity filings. Ask whether the proposal includes nexus analysis, planning and filing rather than treating them as a single undefined service.

Choose the proposal with the technical scope, implementation assignments and service cadence this situation requires. A public service menu or lower starting fee alone does not establish the better fit.

AE can discuss planning across the operating business, owner income and real estate. Confirm prior-year review, implementation and affected returns in the proposal. Neither provider is the universal choice. A discovery call determines potential fit; detailed analysis follows an agreed engagement.

Ask for a proposal you can compare

Who owns the multistate and personal-return coordination?
Which jurisdictions and returns are included?
How are tax credits or international projects separately scoped?
What planning meetings and implementation support does the proposal buy?

Give shortlisted firms the same entity list, current financials, prior returns, property schedule and next decision date. Request a written work plan identifying each deliverable, assigned professional, client dependency, implementation deadline and separately billed service. Send sensitive records through the firm’s secure intake process.

Frequently Asked Questions

Is Armanino or AE Tax Advisors a better fit?

Choose the proposal with the technical scope, implementation assignments and service cadence this situation requires. A public service menu or lower starting fee alone does not establish the better fit.

Can I keep my existing tax preparer?

Ask each firm whether its proposed planning engagement permits coordination with your current preparer. Identify who signs the return, implements recommendations and checks completion. AE’s responsibilities depend on the agreed scope.

Official sources and research date

Service descriptions are attributed to the linked provider websites. AE has not independently verified advertised savings, customer outcomes or service delivery. A public service menu does not establish the contents of your engagement.

Researched November 7, 2026 by AE Tax Advisors. No customer star rating or universal winner is assigned.

Compare other firms on your shortlist

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 Call