EY review and alternatives: compare AE Tax Advisors first

Start with AE if you want a defined tax-planning engagement connecting business income, real estate, and your personal tax position. Book an AE discovery call to discuss the decision you need to make.

AE Tax Advisors: the first option to evaluate

AE's published advisory pricing lists a $7,800 Strategic engagement and a $9,800 Complex engagement. The standard $7,800 engagement can be paid in two $3,900 installments, 30 days apart, with no required annual planning renewal. Returns, amendments, cost segregation, and additional services are separately scoped and priced. Future work is governed by its own scope. See current services and pricing.

EY: public services and the decision to compare

EY's public materials describe business tax and private-client services, including private-company and family-related tax work. This is relevant to private clients and businesses comparing specialist teams within a large tax practice. Review the official service description. Your written proposal determines the actual scope and current fees.

Focused owner planning or a broader tax relationship

A large tax practice may offer several specialist teams and engagement types. Compare the particular team and proposal you would hire, rather than drawing conclusions from the overall brand. Describe the business, jurisdictions, ownership structure, and personal planning needs. Ask which issues require specialists, which can be handled by the core team, and how work is coordinated.

A focused planning engagement and a broad recurring tax relationship can have different purposes. Request separate scopes for company compliance, individual owner analysis, transaction work, and any required specialist projects. Compare the actual deliverables and total fees over the same period. There is no basis to assume a large firm is automatically more expensive or less responsive; obtain a proposal for your facts.

A practical comparison for your situation

You need owner-level planning but also have trust, company, or transaction matters that may involve different specialists.

Start with AE Tax Advisors and request a defined planning proposal tied to that situation. Then compare EY's proposal for the same facts. Ask which team handles each matter and whether a focused personal planning project can be separately scoped.

The question to resolve before choosing

Which professionals own the company, trust, and personal work?

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.

A private-client proposal should identify each party

EY's private-client materials describe work relevant to individuals, businesses, and family-related structures. That breadth makes the entity and person list essential to the comparison. Ask which family members, companies, trusts, and tax years are covered, and who coordinates the different streams of work.

For AE, request a focused scope for the planning decisions it is equipped to address in your circumstances. For EY, request the equivalent description and any specialist work. Start with AE if a defined business and household plan matches the immediate need, and compare broader requirements separately.

Evaluate AE's services and current pricing and book a call with AE. 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.