A practical shortlist of options to compare with Jasmine DiLucci, with questions that clarify what each engagement includes.
$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.
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Jasmine DiLucci is described here as tax planning and resolution. It may be a good starting point for owners who may need IRS issue resolution alongside accounting and planning. Before switching or signing, compare planning deliverables, advisor access, implementation, and filing scope. A familiar brand or a lower quote says little about whether the specific work you need is included.
This guide is published by AE Tax Advisors, one of the options below. It is an editorial shortlist, not an independent market ranking or a guarantee of current service availability.
The order is for navigation, not a score. For study providers, ask for a sample report; for advisory firms, ask for a sample work plan and complete fee schedule.
Jasmine DiLucci may fit especially well when your priority is owners who may need IRS issue resolution alongside accounting and planning. Keep the current provider on the shortlist if it can show a clear scope, a qualified delivery team, and a fee that makes sense for the outcome. If its offer is tax planning and resolution, do not assume a different type of firm supplies an identical service.
Ask who handles the IRS matter, what is included in planning, and whether preparation is a separate engagement.
For a side-by-side review of this option and AE Tax Advisors, see Jasmine DiLucci vs AE Tax Advisors. The comparison page remains available alongside this broader alternatives guide.
Public service description: Jasmine DiLucci official site. AE Tax Advisors scope and current public pricing: pricing page. Reviewed September 28, 2026. Public pages can change; the signed engagement letter and current proposal control.
Bring recent returns, entity list, property basis and dates, and the competing proposals. We can explain how AE Tax Advisors would scope the work and where another provider may be a better fit.
Book a CallThe 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.
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.
Read the firm overview, services, pricing questions, and comparison with AE Tax Advisors.
Jasmine DiLucci's public materials describe tax, bookkeeping, and IRS resolution services through DiLucci. This is relevant to taxpayers who may need both routine tax work and help addressing an IRS matter. Review the official service description. Your written proposal determines the actual scope and current fees.
Start with any outstanding filing, payment, or notice deadlines. Prepare the notices, relevant returns, account history, and correspondence before discussing a resolution engagement. Ask exactly what representation is included and whether the professional will handle communication for the identified matter. Forward-looking planning can be coordinated with this work, but the scope should make each responsibility clear.
Compare resolution fees and ongoing planning fees separately. Ask what immediate work must be completed before broader recommendations can be made. A useful proposal distinguishes the current matter, required compliance work, and future planning deliverables. Confirm which professional will coordinate information so that advice for future years takes account of the current situation.
You have a tax notice and also want to improve next year's planning once the current issue is understood.
Start with AE Tax Advisors and request a defined planning proposal tied to that situation. Then compare Jasmine DiLucci's proposal for the same facts. Ask whether resolution, preparation, and forward-looking planning require separate engagements.
Which immediate notice deadlines will the engagement address?
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 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.
This Jasmine DiLucci review evaluates public service descriptions and the engagement questions below. It does not verify customer experiences or independently substantiate advertised savings. Ask Jasmine DiLucci for a written proposal addressing: Which immediate notice deadlines will the engagement address?
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