Karlton Dennis (Tax Alchemy) vs AE Tax Advisors (2026)
Compare Karlton Dennis's Tax Alchemy with AE Tax Advisors using each firm's published scope and pricing. Tax Alchemy lists $20,000 to $150,000 fees.
The short answer
Karlton Dennis leads Tax Alchemy, which publicly offers tax planning, implementation, and return filing for advisory clients. This is a direct tax advisory comparison. The clearest difference visible in the published materials is price and the scope to request in writing, not a claim that one team lacks tax expertise.
What the public materials say
- Tax Alchemy's own FAQ describes a one-year planning and implementation engagement priced from $20,000 to $150,000, depending on strategies and complexity.
- Tax Alchemy says its advisory clients may have individual, business, and trust or estate returns filed by its tax strategists. Do not assume filing is unavailable or outsourced.
- Its public materials also describe support for business owners and real estate investors, entity structure, and planning outside real estate.
Sources: Tax Alchemy official FAQ Karlton Dennis at Tax Alchemy
Compare the actual work
| Decision factor | Karlton Dennis and Tax Alchemy | AE Tax Advisors |
|---|---|---|
| Published advisory fee | $20,000 to $150,000 flat fee, based on strategy | $7,800 strategic or $9,800 complex advisory |
| Engagement period | One year, renewable | Confirm term in engagement letter |
| Planning and implementation | Both described publicly | Both available within defined scope |
| Tax return filing | Available to Tax Alchemy advisory clients | Available, priced separately |
| Business and real estate focus | Both | Both |
| Cost segregation and prior-year correction | Confirm deliverables and any extra fees | Available; scope and separate service fees apply |
Where Karlton Dennis and Tax Alchemy may fit
Tax Alchemy has a substantial tax education presence and expressly offers planning plus implementation. Its FAQ gives a useful fee range and confirms filing for advisory clients. A buyer seeking a higher-budget, year-long program should request a sample plan and a precise list of strategies, filings, access, and renewal terms.
How to choose
Choose Tax Alchemy if its program, assigned team, and written implementation scope fit the complexity and value of your situation. Choose AE Tax Advisors if you want the published $7,800 or $9,800 advisory tier and separately scoped returns, amendments, and real estate work. Compare total first-year cost on the same set of deliverables.
AE Tax Advisors publishes $7,800 strategic and $9,800 complex advisory tiers. Returns, amendments, and studies are separately scoped. See the current pricing page for the complete service menu.
Five questions to put in the engagement letter
- What strategies will be implemented this tax year, and who owns each task?
- Which business, individual, and trust returns are included in the quote?
- Are prior-year amendments, cost segregation studies, and Form 3115 included or separately billed?
- Who will review the passive activity, at-risk, basis, and documentation limits?
- What is the renewal fee and what continuing work does it cover?
Frequently Asked Questions
How much does it cost to work with Karlton Dennis's Tax Alchemy?
Tax Alchemy's official FAQ says its flat-fee tax planning and implementation services range from $20,000 to $150,000. The price of your particular engagement requires a quote. AE Tax Advisors publishes $7,800 strategic and $9,800 complex advisory tiers, with other work priced separately.
Does Tax Alchemy file tax returns?
Yes. Its official FAQ says its advisory clients can have individual, business, and trust or estate returns filed through Tax Alchemy. Ask which returns are included in your proposal.
What is a Karlton Dennis alternative for a business owner?
AE Tax Advisors is one option for an owner seeking a written tax plan, return review, and implementation. Compare the assigned professionals, exact deliverables, first-year total, and renewal terms.
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Editorial disclosure
AE Tax Advisors publishes this independent comparison and is not affiliated with the people or firms discussed. Services and prices can change. A service that is not confirmed in public materials may still be available; ask each provider directly. This page is general information, not personal tax advice.
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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.