Compare the engagement behind the name

Published by AE Tax Advisors, a competing tax advisory provider. This is a commercial analysis of public offerings, not an independent ranking, endorsement or firsthand customer review. No customer rating is assigned.

Jody Padar’s official platform presents The Radical CPA as a speaker, advisor and author working with firms, software companies and venture-backed teams.

Historical CPA-firm experience and professional advisory branding do not establish current private taxpayer availability. Use the current engagement terms and intended audience rather than an older role description.

QuestionJody Padar / The Radical CPAAE Tax Advisors
What is being evaluated?Her current biography describes professional education and technology work through XcelLabs and Navi. Compare firm transformation and professional coaching with a separate taxpayer planning engagement.A defined tax advisory engagement for business owners and real estate investors.
Who performs the work?Confirm the contracting entity, assigned team and any direct creator involvement.Confirm the assigned advisory professional and implementation responsibilities.
What does it cost?The reviewed public pages do not establish a universal fixed fee for this combination of services. Request current product-specific pricing, renewal terms and a written professional scope.$7,800 standard advisory; $9,800 complex advisory. Additional services separately scoped.
Who implements and files?Identify preparation, elections, forms, legal tasks and ongoing service separately.Returns, amendments, studies and additional implementation are separately scoped and priced.

Use a concrete buying situation

You learned about value pricing or AI workflows but need your own business return reviewed. Establish whether you are buying professional education, firm consulting or personal client tax work.

Her current biography describes professional education and technology work through XcelLabs and Navi. Compare firm transformation and professional coaching with a separate taxpayer planning engagement.

Questions for the actual engagement

  • Is the engagement for a firm, software business or taxpayer?
  • Which coaching, education and transformation deliverables are included?
  • Who accepts responsibility for personal tax advice?
  • Is filing and implementation a separate contract?

Give each bidder the same entity list, prior returns, current books, property details and deadline. Request a complete fee and written assignment for advice, implementation and filing. Share sensitive records only through the chosen provider’s secure intake process.

Where AE may fit

AE Tax Advisors provides tax planning for business owners and real estate investors. Standard advisory is $7,800 and complex advisory is $9,800. Returns, amendments, property studies and other implementation work are separately scoped and priced. Confirm the support period and responsibilities in the written engagement; the standard advisory engagement has no required annual planning renewal.

Compare the required deliverables rather than a creator’s follower count. A social audience does not establish the fit of a professional engagement or the tax result. An education product, advisor referral, legal service and return-preparation contract are not equivalent purchases.

Frequently Asked Questions

Will Jody Padar personally provide the service?

Confirm personal involvement and the assigned professional in the agreement. A public profile, referral or educational program does not establish one-to-one service access.

Sources, methodology and review date

Official pages reviewed November 8, 2026. Statements about identity and offerings are attributed to those pages. AE has not independently verified marketed savings, customer results, licensing status or delivery. Confirm current availability, terms and the actual contracting entity.

AE comparison methodology · Editorial policy

Talk Through Your Situation

Discuss your priorities, upcoming decisions and whether a study or advisory engagement fits. Detailed analysis, implementation or filing work follows an agreed written scope.

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