Compare the service, not the social audience

You need a plan for profitable business income and a clear implementation team. Compare advisory scope, accounting prerequisites, any resolution needs and the assigned preparer.

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.

Karlton Dennis / Tax Alchemy

Karlton Dennis’s site teaches tax strategy for business owners and real estate investors and links client inquiries to Tax Alchemy.

Distinguish free classes and the STR ebook from a Tax Alchemy advisory proposal.

Confirm the exact product, contracting firm, assigned professional and availability of personal involvement before enrolling.

Questions for the actual engagement

  • Does the engagement include a taxpayer-specific loss model?
  • Who checks participation and at-risk limits?
  • Who implements elections and prepares returns?
  • Which support, study or filing work is extra?

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.

Jasmine DiLucci / DiLucci CPA Firm

DiLucci CPA Firm’s team page describes Jasmine DiLucci’s work across tax planning, accounting and tax resolution.

Identify whether you need a forward-looking plan, ongoing books and compliance, or help with an existing IRS matter.

Confirm the exact product, contracting firm, assigned professional and availability of personal involvement before enrolling.

Questions for the actual engagement

  • Does this proposal address planning, compliance or resolution?
  • Who is assigned to any notice or representation matter?
  • What records and deadlines are prerequisites?
  • Which implementation and return work is separately priced?

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.

Request comparable proposals

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.

Use the same entity list, records, decision date and responsibilities. Do not treat a class, membership, consultation and full preparation engagement as equivalent, or infer that a service is unavailable from a short public description.

Sources, methodology and review date

Official pages reviewed November 7, 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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