Mike Piper vs Ed Slott: Tax Service Models
Compare Mike Piper and Ed Slott by public service model, client fit, complete fees and implementation. Published by AE Tax Advisors.
Compare the contracted service
Compare a private time-limited advice-only engagement with retirement education and advisor introductions. Neither automatically provides income tax preparation or portfolio management.
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.
Mike Piper / Oblivious Investor / Michael Piper, LLC
Mike Piper’s Oblivious Investor site identifies a CPA, author and creator of the Open Social Security calculator with tax, investing and retirement education.
His separate practice describes advice-only financial planning for retirees and near-retirees, including Roth conversions, withdrawal strategy, Social Security and investment recommendations. It expressly does not provide tax preparation or place portfolio trades.
The reviewed service page says new ongoing relationships are not currently accepted and later re-engagement is subject to availability. The homepage identifies rental real estate, equity compensation and international taxation among areas outside its strongest expertise. Confirm fit without generalizing this to the quality of its retirement service.
Fee evidence for Mike Piper
The reviewed service page lists $7,000 paid up front for a three-month engagement. It is not an annual management fee or tax-preparation package. Confirm current availability, support cutoff and any future new-engagement price.
Questions for the actual engagement
- Which analysis and recommendations are included?
- Who executes trades or conversion instructions?
- Who files the tax return and reconciles tax records?
- What happens when the three-month engagement ends?
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.
Name-specific research
Ed Slott / Ed Slott and Company
Ed Slott and Company describes Ed Slott as a CPA, retirement tax educator, author and public speaker. His platform includes IRA education and an advisor-training network.
The company describes education for consumers and financial professionals and says it neither sells nor endorses a particular financial product. Its advisor directory introduces separate advisors whose services require their own review and engagement.
An advisor-directory listing is not an engagement with Ed Slott. The directory terms disclaim responsibility for listed advisors’ services. AE’s defined tax advisory is not a substitute for custody, investment management or complete retirement financial planning.
Fee evidence for Ed Slott
The reviewed biography, company overview and directory terms do not establish a universal private-client tax planning fee. Price education and any separately engaged advisor services on their own terms.
Questions for the actual engagement
- Who contracts for my personal retirement tax analysis?
- Is the purchase education, advisor training or a professional service?
- Who coordinates tax projections, custodian instructions and filing?
- Are investment management, insurance or other product fees 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.
Name-specific research
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.
- Mike Piper official tax and retirement education biography
- Advice-only practice scope and tax preparation boundary
- Three-month engagement, fee and ongoing-service limitations
- Official Ed Slott author and educator biography
- Education company and product boundary
- Advisor directory terms and responsibility distinction
Related Reading
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Discuss your priorities, upcoming decisions and whether a study or advisory engagement fits. Detailed analysis, implementation or filing work follows an agreed written scope.