Courtney Epps vs Tiffany Phillips: Tax Service Models
Compare Courtney Epps and Tiffany Phillips by public service model, client fit, complete fees and implementation. Published by AE Tax Advisors.
Compare the contracted service
Compare an introductory strategy session with a complete business advisory and filing proposal. Ask for the same bookkeeping, payroll, implementation and returns before comparing total fees.
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.
Courtney Epps / OTB Tax
OTB Tax identifies Courtney Epps as its founder, tax strategist, author and speaker. The public site connects her education platform with an accounting and tax service business.
The site describes accounting, payroll and tax services alongside strategy sessions, books, courses and events. Compare the initial session with the complete professional engagement.
A preliminary session and an education purchase do not establish an all-inclusive planning, implementation or filing contract. Ask the assigned team to document the scope and evaluate your facts; no marketed savings are adopted as a guaranteed result.
Fee evidence for Courtney Epps
The reviewed homepage advertises a $99 tax strategy session. That introductory session price is not a quote for a complete ongoing accounting, planning and filing engagement. Confirm current availability and subsequent fees.
Questions for the actual engagement
- What written deliverable does the initial strategy session provide?
- Which accounting, payroll and returns are included in the full proposal?
- Who implements recommendations and checks eligibility?
- What continuing support, renewals and 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.
Name-specific research
Tiffany Phillips / Phillips Business Group
Phillips Business Group identifies Tiffany Phillips as a CPA and tax strategist, author and host of the Small Business Finance Podcast.
Its service page describes advisory planning with implementation, business and personal preparation, estimated tax planning and quarterly reviews. Additional accounting and CFO services are separately described.
The service page describes implementation and preparation; do not infer they are unavailable. Confirm the actual contract and exclusions, and do not treat marketing savings or audit-proof language as a guaranteed result.
Fee evidence for Tiffany Phillips
Request a current written proposal. The reviewed official pages do not establish a universal fixed fee covering every planning, accounting and filing task.
Questions for the actual engagement
- Which implementation tasks and returns are included?
- Who handles estimates and quarterly strategy reviews?
- Are bookkeeping or CFO services separately engaged?
- What records, deadlines, support and total 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.
Name-specific research
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.
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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.