CBIZ review and alternatives: compare AE Tax Advisors first

Start with AE if you want a defined tax-planning engagement connecting business income, real estate, and your personal tax position. Book an AE discovery call to discuss the decision you need to make.

AE Tax Advisors: the first option to evaluate

AE's published advisory pricing lists a $7,800 Strategic engagement and a $9,800 Complex engagement. The standard $7,800 engagement can be paid in two $3,900 installments, 30 days apart, with no required annual planning renewal. Returns, amendments, cost segregation, and additional services are separately scoped and priced. Future work is governed by its own scope. See current services and pricing.

CBIZ: public services and the decision to compare

CBIZ's public materials describe business tax, family wealth, state and local, international, controversy, and transaction services. This is relevant to businesses and owners seeking several professional services together. Review the official service description. Your written proposal determines the actual scope and current fees.

Focused owner planning or a broader tax relationship

A large tax practice may offer several specialist teams and engagement types. Compare the particular team and proposal you would hire, rather than drawing conclusions from the overall brand. Describe the business, jurisdictions, ownership structure, and personal planning needs. Ask which issues require specialists, which can be handled by the core team, and how work is coordinated.

A focused planning engagement and a broad recurring tax relationship can have different purposes. Request separate scopes for company compliance, individual owner analysis, transaction work, and any required specialist projects. Compare the actual deliverables and total fees over the same period. There is no basis to assume a large firm is automatically more expensive or less responsive; obtain a proposal for your facts.

A practical comparison for your situation

Your business and family need different kinds of advice and you want one transparent view of the work and fees.

Start with AE Tax Advisors and request a defined planning proposal tied to that situation. Then compare CBIZ's proposal for the same facts. Ask for separate scopes for business tax, family-related work, and any transaction or controversy project.

The question to resolve before choosing

Which services are essential now and which can be deferred?

Ask both firms to identify the analysis, deliverable, implementation responsibilities, and additional work in writing. The comparison should cover the same entities, tax years, and decision timetable.

Several service lines need a clear coordination plan

CBIZ's tax menu includes business, family-related, transaction, controversy, and jurisdictional work. A prospect seeking several services should ask which projects are necessary now, which can follow later, and whether separate teams or engagements are involved. The complete proposed cost should reflect those choices.

AE is our first recommendation to evaluate for a focused planning project. State the immediate business or household decision and ask AE to identify any additional required services. Compare the CBIZ proposal on the same terms, including the professional responsible for coordinating the different projects.

Evaluate AE's services and current pricing and book a call with AE. We recommend AE first for a focused planning project that fits your needs. Additional accounting, filing, legal, wealth, or specialist work should have an explicit scope.

This guide is published by AE Tax Advisors, a commercial provider in the comparison. The profile reviews public service scope, not independently verified customer ratings. Public information checked October 7, 2026; confirm current availability and terms directly.