Duncan Carter Tax Advisory Pricing: Fees, Scope and Quote Questions
Review Duncan Carter Tax Advisory pricing, fee scope, billing questions, and a tailored quote checklist before comparing tax providers.
What does Duncan Carter Tax Advisory 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 Duncan Carter Tax Advisory.
Which engagement are you pricing?
Duncan Carter Tax Advisory is included in this comparison for tax advisory for independent physicians and related professional-income situations.
A relevant buyer profile: Physicians with self-employment income or partnership-related compensation.
Your compensation includes a K-1 or independent practice income and you need to understand the reporting relationships.
Ask what information must be obtained from the practice or partnership before personalized planning.
Provider-specific scope considerations
Duncan Carter's official physician-planning page describes work for self-employed physicians. Separate W-2 employment from independent practice receipts and partnership distributions when requesting the proposal. Ask which statements must be obtained from the practice before a useful forecast can be prepared. AE should quote the same income sources and entities if it is being evaluated for the planning work. Neither physician-focused branding nor a broad advisory package eliminates the need to identify who handles each practice and personal filing.
Advisory deliverables and implementation
Bring prior returns, current financial statements, an entity chart, payroll information, state exposure, and a list of pending decisions. Separate analysis, written recommendations, implementation meetings, bookkeeping, filing, and notice support. Confirm whether the agreement is a project, recurring subscription, or annual renewal.
| 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 | Which compensation records are needed to model my tax position? |
| Responsibility | Who owns implementation after the recommendations are delivered? |
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 Duncan Carter Tax Advisory for tax advisory for independent physicians and related professional-income situations. Your compensation includes a K-1 or independent practice income and you need to understand the reporting relationships. Which compensation records are needed to model my tax position? 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. Who owns implementation after the recommendations are delivered?
Compare Duncan Carter Tax Advisory 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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Talk Through Your Situation
Every situation turns on its own facts. Schedule a discovery call and we will walk through what applies to you, what it is worth, and what it would take to put it in place.