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

Start with the service you need

Cost Segregation Guys is described here as cost segregation studies. It may be a good starting point for real estate investors and CPAs seeking engineered cost segregation with structured documentation. Before switching or signing, compare planning deliverables, advisor access, implementation, and filing scope. A familiar brand or a lower quote says little about whether the specific work you need is included.

For Airbnb and short-term rental investors, compare how each alternative handles cost segregation alongside material participation documentation and Form 3115 catch-up depreciation. A study alone does not create a usable deduction without these supporting elements.

This guide is published by AE Tax Advisors, one of the options below. It is an editorial shortlist, not an independent market ranking or a guarantee of current service availability.

Cost Segregation Guys alternatives to compare

1. AE Tax Advisors

AE Tax Advisors is a candidate when you want a written tax plan that connects business income, real estate, prior returns, and filing. Its published pricing helps establish a comparison point; confirm what your engagement includes.

2. WCG CPAs

WCG CPAs is another option for business owners. Compare its public service focus and request a current written proposal before assuming its scope or price matches Cost Segregation Guys.

The order is for navigation, not a score. For study providers, ask for a sample report; for advisory firms, ask for a sample work plan and complete fee schedule.

Where Cost Segregation Guys may still be the right choice

Cost Segregation Guys may fit especially well when your priority is real estate investors and CPAs seeking engineered cost segregation with structured documentation. Keep the current provider on the shortlist if it can show a clear scope, a qualified delivery team, and a fee that makes sense for the outcome. If its offer is cost segregation studies, do not assume a different type of firm supplies an identical service.

Compare the assigned tax advisor, written planning, filing scope, implementation support, and fees.

Compare proposals on the same basis

  • Work product: Ask for the exact report, plan, return, or program access you will receive.
  • People: Identify the lead advisor, engineer, preparer, or coach, and who signs any tax return.
  • Coordination: Confirm who implements recommendations and who supports questions after delivery.
  • Fees: Ask for first-year, renewal, amendment, and project costs in writing.
  • Fit: Share your entities, states, property types, and deadlines before accepting a proposal.

Read the direct comparison

For a side-by-side review of this option and AE Tax Advisors, see Cost Segregation Guys vs AE Tax Advisors. The comparison page remains available alongside this broader alternatives guide.

Sources and review standard

Public service description: Cost Segregation Guys official site. AE Tax Advisors scope and current public pricing: pricing page. Reviewed October 3, 2026. Public pages can change; the signed engagement letter and current proposal control.

Discuss your facts

Bring recent returns, entity list, property basis and dates, and the competing proposals. We can explain how AE Tax Advisors would scope the work and where another provider may be a better fit.

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.

Cost Segregation Guys review: service scope and buyer fit

Cost Segregation Guys: public services and the decision to compare

Cost Segregation Guys's public materials describe cost segregation and related services, including Form 3115 and energy-related work. This is relevant to property owners seeking a specialist for studies and associated technical tasks. Review the official service description. Your written proposal determines the actual scope and current fees.

Technical study scope and tax implementation

Start by separating the property analysis from the wider advisory project. Request the study methodology, evidence requirements, professional review process, deliverable format, and support terms. Ask how the final report will reconcile with the existing asset records. A proposal should identify the property, required inputs, expected delivery process, and the tasks assigned to the return preparer.

A study can be one part of a broader planning engagement. Compare whether each quote covers the property report, reporting coordination, additional specialist work, or owner-level analysis. If you already have a CPA, include that professional in the discussion before ordering the study. Resolve the handoff and responsibility for tax reporting before relying on a preliminary estimate.

A practical comparison for your situation

Your property was acquired in an earlier year and the implementation question may differ from a current acquisition.

Start with Book a Cost Seg Discovery Call and request a defined planning proposal tied to that situation. Then compare Cost Segregation Guys's proposal for the same facts. Ask how older-property studies and any accounting-method work are coordinated with the return preparer.

The question to resolve before choosing

Who is responsible for determining and preparing the reporting method?

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.

Evaluate AE's services and current pricing and Book a Cost Seg Discovery Call. 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.

How to use this service review

This Cost Segregation Guys review evaluates public service descriptions and the engagement questions below. It does not verify customer experiences or independently substantiate advertised savings. Ask Cost Segregation Guys for a written proposal addressing: Who is responsible for determining and preparing the reporting method?

Cost Segregation Guys pricing and fees

Review Cost Segregation Guys pricing, verified fee information, and quote questions before comparing proposals.

Business Owners: Are You Overpaying on Taxes?

Book a Cost Seg Discovery Call