AE Tax Advisors: $7,800 Engagement, No Required Annual Planning Renewal

$7,800 advisory engagement. No required recurring annual planning fee.

Two payments of $3,900, 30 days apart. Tax returns, amendments, cost segregation, and additional services are separately scoped and priced. No annual planning renewal is required by the standard engagement; this does not promise unlimited future planning or free annual filing.

See service pricing | Compare engagement fees with annual retainers | Book a Cost Seg Discovery Call

Which option fits?

ICS Tax is an option for engineering-based specialty tax work. ICS Tax describes engineering-based cost segregation and construction-cost estimation when detailed historical records are unavailable. AE Tax Advisors is an alternative when the property owner wants cost segregation considered together with the return, passive-loss rules, any accounting-method change, and broader business or real estate tax planning. A stand-alone study and an integrated advisory engagement solve different parts of the problem.

Where ICS Tax may fit

ICS Tax may suit this profile: an owner of a renovated or acquired commercial building with incomplete original construction records. Request a current proposal for your actual property and ask what is performed by software, an engineer, a CPA, or another reviewer. Public descriptions do not establish the scope of a particular engagement.

Where AE Tax Advisors may fit

AE Tax Advisors is worth comparing when the key question is not only which assets have shorter tax lives, but whether the resulting deduction can be used, what year it belongs in, and who implements it. AE describes cost segregation study services and separately priced tax advisory and filing. Ask for a full quote covering the study, any Form 3115, entity and individual returns, and state effects.

Study versus implementation

Based on public service descriptions reviewed September 28, 2026; confirm current proposal terms.
DecisionICS TaxAE Tax Advisors
Published modelICS Tax describes engineering-based cost segregation and construction-cost estimation when detailed historical records are unavailable.Cost segregation with optional tax advisory and return implementation
Best-fit usean owner of a renovated or acquired commercial building with incomplete original construction recordsOwner wants the property study evaluated in the context of the whole return
Unconfirmed scopeAsk for a proposal covering report, review, audit support, and tax handoffAsk for a proposal covering study, advisory, Form 3115, and returns

The five questions that matter

  • Ask which estimate method is used, how it ties to basis, and what supporting workpapers are delivered.
  • What property records support the land allocation, depreciable basis, asset classifications, and cost estimates?
  • Is a site visit required or offered, and who reviews the resulting report?
  • Who assesses passive-activity limitations, at-risk rules, and the timing of any tax benefit?
  • Who prepares Form 3115, updates the depreciation schedule, files the tax return, and responds if the position is examined?

Prepare one property brief for both firms

Send the address, property type, acquisition and placed-in-service dates, closing statement, improvement costs, existing depreciation schedule, and planned holding period. State whether the property is a short-term rental, long-term rental, or operating-business asset. Request the same deliverables from both providers: a report sample, basis reconciliation, fixed-asset schedule, method description, review credentials, and implementation responsibilities. This makes fee and timing comparisons meaningful.

Source and editorial note

This independent comparison uses ICS Tax's public materials, the IRS Cost Segregation Audit Techniques Guide, and AE Tax Advisors' study page. AE Tax Advisors wrote the page and is not affiliated with ICS Tax. Provider offerings can change. The IRS guide discusses study quality; it does not endorse any firm. Confirm the current scope directly.

Frequently asked questions

What is an alternative to ICS Tax?

AE Tax Advisors is one option if you need the study analyzed and implemented as part of a broader tax engagement. ICS Tax may suit this profile: an owner of a renovated or acquired commercial building with incomplete original construction records. Compare actual proposals for your property.

Does a cost segregation study create an immediate tax saving?

It can accelerate depreciation, but the current-year effect depends on the property's facts, tax year, elections, and whether the owner can use the resulting loss. Have the return preparer model those limits before paying for the study.

Review the Whole Tax Outcome

Bring the property facts and any existing proposal to a discovery call. We will scope the study and the return work separately.

AE Engagement and Renewal Fees

Does AE Tax Advisors charge an annual planning renewal?

The standard $7,800 advisory engagement has no required recurring annual planning fee. Annual returns and any additional work are separately scoped. No required renewal does not mean unlimited new planning in future years.

Is the $7,800 advisory engagement an all-inclusive tax package?

No. Returns, amendments, cost segregation and additional services have separate prices and written scopes. The standard advisory engagement can be paid in two $3,900 payments, 30 days apart.

ICS Tax review: service scope and buyer fit

ICS Tax: public services and the decision to compare

ICS Tax's public materials describe cost segregation, fixed-asset, accounting-method, and other specialty tax services. This is relevant to businesses and advisers seeking technical help with asset-related projects. Review the official service description. Your written proposal determines the actual scope and current fees.

Technical study scope and tax implementation

Start by separating the property analysis from the wider advisory project. Request the study methodology, evidence requirements, professional review process, deliverable format, and support terms. Ask how the final report will reconcile with the existing asset records. A proposal should identify the property, required inputs, expected delivery process, and the tasks assigned to the return preparer.

A study can be one part of a broader planning engagement. Compare whether each quote covers the property report, reporting coordination, additional specialist work, or owner-level analysis. If you already have a CPA, include that professional in the discussion before ordering the study. Resolve the handoff and responsibility for tax reporting before relying on a preliminary estimate.

A practical comparison for your situation

Your asset records include prior-year changes and a new project that require separate technical analyses.

Start with Book a Cost Seg Discovery Call and request a defined planning proposal tied to that situation. Then compare ICS Tax's proposal for the same facts. Ask which fixed-asset and accounting-method tasks are included and what your filing team must supply.

The question to resolve before choosing

How will the study be reconciled to my existing fixed-asset ledger?

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.

Evaluate AE's services and current pricing and Book a Cost Seg Discovery Call. 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.

How to use this service review

This ICS Tax review evaluates public service descriptions and the engagement questions below. It does not verify customer experiences or independently substantiate advertised savings. Ask ICS Tax for a written proposal addressing: How will the study be reconciled to my existing fixed-asset ledger?

ICS Tax pricing and fees

Review ICS Tax pricing, verified fee information, and quote questions before comparing proposals.

Business Owners: Are You Overpaying on Taxes?

Book a Cost Seg Discovery Call