Start with the decision your advisor must help you make

These are two providers to investigate for a specialist tax or broader business assignment. The comparison below uses their public descriptions and separate buyer scenarios. It does not establish that both providers offer every service you need.

Published by AE Tax Advisors, a competing provider. This is a source-based service comparison, not an independent ranking, customer review or endorsement.

At a glance: what to put in the two proposals

DecisionJasmine DiLucciKPMG
Public service descriptionDiLucci CPA Firm lists tax planning and preparation, bookkeeping, and IRS tax resolution. Its site identifies Jasmine DiLucci as an attorney, CPA, and enrolled agent and presents services for business tax and accounting needs.Its public materials describe tax services across business, private-enterprise, state, international, and transaction needs.
Buyer situation to investigateBusiness owners comparing tax planning with bookkeeping or an existing IRS resolution need.Businesses evaluating a large-firm tax relationship
Question to resolve before signingWill the same engagement cover the IRS matter, ongoing books, and forward-looking planning?Can the proposal distinguish the transaction project from recurring compliance?
Planning and implementationIf an IRS notice or collection issue is driving the search, compare the professional assigned to that case and the representation scope. Future planning and historical resolution may require different projects. An owner with rentals should also identify who reviews depreciation and coordinates the related returns.Ask whether the owner-level project can be scoped separately and which specialist services are required.

Jasmine DiLucci: service model and buyer fit

DiLucci CPA Firm lists tax planning and preparation, bookkeeping, and IRS tax resolution. Its site identifies Jasmine DiLucci as an attorney, CPA, and enrolled agent and presents services for business tax and accounting needs.

Relevant buyer: Business owners comparing tax planning with bookkeeping or an existing IRS resolution need.

Evaluation example: You have a tax notice and also want to improve next year's planning once the current issue is understood.

If an IRS notice or collection issue is driving the search, compare the professional assigned to that case and the representation scope. Future planning and historical resolution may require different projects. An owner with rentals should also identify who reviews depreciation and coordinates the related returns.

Jasmine DiLucci official service information. Profile research date: 2026-10-08.

KPMG: service model and buyer fit

Its public materials describe tax services across business, private-enterprise, state, international, and transaction needs.

Relevant buyer: Businesses evaluating a large-firm tax relationship

Evaluation example: Your company has a transaction or multijurisdictional issue alongside personal planning needs.

Ask whether the owner-level project can be scoped separately and which specialist services are required.

KPMG official service information. Profile research date: 2026-10-08.

How these two options change your shortlist

Investigate Jasmine DiLucci first when your immediate assignment matches this situation: You have a tax notice and also want to improve next year's planning once the current issue is understood.

Investigate KPMG first when this is the closer description: Your company has a transaction or multijurisdictional issue alongside personal planning needs.

If both situations apply, ask whether one lead professional can coordinate the work or whether separate engagements are needed. A stated specialty is a reason to investigate fit, not proof that the other provider lacks that capability.

Two questions that make the comparison concrete

For Jasmine DiLucci: Will the same engagement cover the IRS matter, ongoing books, and forward-looking planning?

For KPMG: Can the proposal distinguish the transaction project from recurring compliance?

Ask both teams to return a written scope identifying the assigned professional, the information needed, the result you will receive and the completion date. Compare answers against your actual entities and income sources, rather than counting the number of services on a website.

Compare fees on the same assignment

This comparison does not assert a current numeric fee for either provider. Request a dated proposal from each. Separate the initial review, recurring accounting, written planning, implementation, business returns, personal returns, state filings and any specialist work. An advertised starting price, consultation fee or subscription is not the complete price for every business.

Put both proposals on the same time horizon. Include first-year onboarding or cleanup, outside-professional costs, required renewals and cancellation terms. Request an explanation of whether a projected benefit is a permanent tax reduction, a timing benefit or simply a deduction. No provider’s fee or service model guarantees savings.

Where AE belongs in the comparison

AE Tax Advisors is another option for business owners, real estate investors and high-income professionals seeking a defined tax advisory engagement. The standard published advisory price is $7,800, payable in two $3,900 installments 30 days apart. Tax returns, amendments, property studies and additional work are separately scoped and priced. The standard engagement does not require an annual planning renewal; confirm the actual duration and deliverables in your agreement.

Ask AE the same two issue-specific questions above. A broader national practice, an investment relationship, a legal assignment, a directory referral or a specialist engineering study may contain work outside AE’s advisory scope. Retain any specialist your facts require.

Check current AE pricing · Review the advisory process · Book a Call

Sources and research limits

Jasmine DiLucci official source (profile reviewed 2026-10-08); KPMG official source (profile reviewed 2026-10-08); AE pricing.

Service descriptions summarize public marketing information and are not an audit of capabilities or client outcomes. Confirm current services, credentials, availability and contract terms directly. Illustrative buyer situations are not client results. Details not established here should be verified, not treated as missing services.

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.

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