Compare the contracted service

Compare real estate tax proposals using the same properties, entities, depreciation records, implementation assignments, quarterly review schedule and year-end returns. Separate a direct engagement from a trained-professional directory introduction.

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.

Natalie Kolodij / Kolodij Tax & Consulting

Kolodij Tax & Consulting identifies Natalie Kolodij as an enrolled agent, real estate tax educator and founder of the Certified Real Estate Tax Strategist credential.

The firm describes a full-service package with a custom plan, quarterly calls, implementation and year-end tax filing. It also points to a separate directory of professionals trained in real estate taxation.

The reviewed firm page includes implementation and filing and advertises limited openings. Confirm current availability. A strategist-directory introduction does not guarantee Natalie personally performs the work or that all firms share one scope.

Fee evidence for Natalie Kolodij

The reviewed official pages do not publish one fixed fee for every real estate engagement. Request the current quote for the property count, entities, quarterly work and return list.

Questions for the actual engagement

  • Is the contract with Kolodij Tax or a separately listed strategist?
  • Which properties, entities and returns are included?
  • Who implements recommendations and checks depreciation records?
  • What quarterly access, availability and full fees apply?

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.

Amanda Han / Keystone CPA

Keystone CPA identifies Amanda Han as a managing director and describes planning for property investors, business owners and high-income earners.

Compare the firm’s custom planning engagement with educational resources and separately scoped tax preparation.

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

Questions for the actual engagement

  • Who reviews my portfolio and loss limitations?
  • Is return preparation included or separate?
  • What recommendations are implemented by the team?
  • What founder access and support period are contracted?

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

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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.

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