Compare the contracted service

Compare practice coaching, workflow, professional education and firm transformation before treating either as a taxpayer service.

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.

Dawn Brolin / Team Brolin / Powerful Accounting

Dawn Brolin’s own site identifies her as Powerful Accounting’s CEO, an author, speaker and creator of Team Brolin.

Her public site emphasizes accounting-practice coaching, technology workflows, books and speaking. Identify any separate taxpayer engagement with the actual accounting firm.

A coaching program and CEO biography do not establish a current private-client service menu or personal access. Confirm the actual firm contract before treating practice coaching as taxpayer advice.

Fee evidence for Dawn Brolin

The reviewed public pages do not establish a universal fixed fee for this combination of services. Request current product-specific pricing, renewal terms and a written professional scope.

Questions for the actual engagement

  • Is the buyer an accounting practice or a taxpayer?
  • Does the purchase cover coaching, technology or client tax work?
  • Which entity and professional accept my engagement?
  • What implementation, filing and support are included?

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.

Jody Padar / The Radical CPA

Jody Padar’s official platform presents The Radical CPA as a speaker, advisor and author working with firms, software companies and venture-backed teams.

Her current biography describes professional education and technology work through XcelLabs and Navi. Compare firm transformation and professional coaching with a separate taxpayer planning engagement.

Historical CPA-firm experience and professional advisory branding do not establish current private taxpayer availability. Use the current engagement terms and intended audience rather than an older role description.

Fee evidence for Jody Padar

The reviewed public pages do not establish a universal fixed fee for this combination of services. Request current product-specific pricing, renewal terms and a written professional scope.

Questions for the actual engagement

  • Is the engagement for a firm, software business or taxpayer?
  • Which coaching, education and transformation deliverables are included?
  • Who accepts responsibility for personal tax advice?
  • Is filing and implementation a separate contract?

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.

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 8, 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.

AE comparison methodology · Editorial policy

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Discuss your priorities, upcoming decisions and whether a study or advisory engagement fits. Detailed analysis, implementation or filing work follows an agreed written scope.

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