Compare the contracted service

Compare advisor research, training, certification and education using the intended audience and selected product. A professional learning purchase does not supply a personal taxpayer engagement.

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.

Michael Kitces / Kitces.com / Nerd’s Eye View

Michael Kitces’s official biography describes financial planning education, professional speaking, The Kitces Report and the Nerd’s Eye View blog, including his background in taxation.

The platform provides research, webinars and financial-advisor resources and identifies separate businesses serving consumers or professionals. Education access is different from engaging a particular firm to advise on or file your taxes.

A company connection or public research article does not establish a personal engagement with Michael. Confirm the current provider and service; do not assume every affiliated company has the same contract or prepares tax returns.

Fee evidence for Michael Kitces

The reviewed biography does not establish one universal education, membership or private-client fee. Request the current price for the exact product and a separate proposal from the actual advisory firm.

Questions for the actual engagement

  • Is the buyer an advisor, event organizer or taxpayer?
  • Which research, CE or training product is being purchased?
  • Which firm accepts any personal client work?
  • Who prepares returns and follows through on implementation?

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.

Dominique Molina / American Institute of Certified Tax Planners

AICTP identifies Dominique Molina as its co-founder and president, a speaker and author. Her biography describes professional training and educational publishing through Think Outside The Tax Box and MidasIQ.

The site offers tax-planning education and certification plus routes to find a tax planner. A member’s professional engagement is distinct from buying education or receiving a directory introduction.

A private training or certification program is not proof of a government license, personal service access or a particular tax outcome. Confirm the actual professional’s credentials and engagement; the biography does not establish current private-client availability with Dominique.

Fee evidence for Dominique Molina

The reviewed biography does not establish a fixed taxpayer-service fee. Request current pricing for the specific education product and a separate written proposal from the engaged planner.

Questions for the actual engagement

  • Is this professional education, a publication or a client engagement?
  • Who is the contracting planner and assigned professional?
  • Which implementation tasks and affected returns are included?
  • What training, membership and client-service fees are separate?

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.

Compare total scope before selecting

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.

Request the same entities, records, deadline and implementation assignments. Education, legal work and tax filing can require different contracts. A preliminary tax-saving estimate and a course fee do not establish comparable project costs.

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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