CPA-ROD Pricing: Fees, Scope and Quote Questions
Review CPA-ROD pricing, fee scope, billing questions, and a tailored quote checklist before comparing tax providers.
What does CPA-ROD cost?
A numeric fee was not verified in the official sources reviewed.
Request a current written quote. This does not mean the firm has no public prices; it means this guide does not have a verified amount for your engagement.
Source review: October 8, 2026. Fees can change. This guide is published by AE Tax Advisors, a provider you may also be evaluating; it is not an independent rating or a quote from CPA-ROD.
Which engagement are you pricing?
CPA-ROD is included in this comparison for business and real estate tax planning and preparation.
A relevant buyer profile: Owners and property investors seeking an integrated tax relationship.
You need a business return and personal return to reflect the same planning assumptions.
Ask how the proposal coordinates entity filings, depreciation schedules, and personal estimates.
Provider-specific scope considerations
CPA-ROD describes an ongoing advisory relationship for owners and investors, including business, property, and personal-tax coordination. Decide whether the immediate need is continuing access or a bounded review before a transaction. Ask for the recurring meeting calendar, escalation route, and tasks assigned to the client. A comparison with AE should use the same planning horizon, rather than equating a year-round relationship with a one-time engagement. Request separately identified filing and accounting commitments from either proposal.
Property and owner coordination
List properties, ownership percentages, placed-in-service dates, depreciation schedules, K-1s, and planned acquisitions. Ask for entity-level and household-level scope separately. A portfolio with several partnerships creates a different workload from one directly owned rental.
| Item | What to verify |
|---|---|
| First-year cost | Add setup, cleanup, analysis, mandatory companion services, implementation, and filing charges for the same period. |
| Ongoing cost | Confirm renewal, minimum commitment, cancellation notice, and any price changes tied to business growth. |
| Scope boundaries | Who checks that all returns reflect the agreed plan? |
| Responsibility | Is property accounting, the owner’s return, acquisition advice, and depreciation implementation assigned to one lead? |
A quote request tailored to this decision
Use this as a starting point and send sensitive documents through the provider’s secure intake process:
I am evaluating CPA-ROD for business and real estate tax planning and preparation. You need a business return and personal return to reflect the same planning assumptions. Who checks that all returns reflect the agreed plan? Please separate initial analysis, implementation, recurring support, and filing. Specify the legal entities and tax years covered, exclusions, required companion services, payment dates, and renewal terms. Is property accounting, the owner’s return, acquisition advice, and depreciation implementation assigned to one lead?
Compare CPA-ROD with AE Tax Advisors
Compare only the work both proposals actually contain. AE’s current published standard advisory fee is $7,800, paid in two $3,900 installments 30 days apart, with no required recurring annual planning fee. Returns, amendments, cost segregation, and additional services are separately scoped. Confirm the current agreement before committing.
A lower filing or software price can be appropriate when that is all you need. A broader engagement can be appropriate when several professionals or workstreams must be coordinated. Neither price alone establishes quality, eligibility for a deduction, or guaranteed savings.
Review AE’s current fees and bring both proposals to a consultation to discuss scope and fit.
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