Peter Holtz CPA Pricing vs AE Tax Advisors: Engagement and Renewal Costs
Compare Peter Holtz CPA pricing and renewal terms with AE’s $7,800 engagement and no required annual planning fee.
AE Tax Advisors: $7,800 Engagement, No Required Annual Planning Renewal
$7,800 advisory engagement. No required recurring annual planning fee.
Two payments of $3,900, 30 days apart. Tax returns, amendments, cost segregation, and additional services are separately scoped and priced. No annual planning renewal is required by the standard engagement; this does not promise unlimited future planning or free annual filing.
See service pricing | Compare engagement fees with annual retainers | Book a discovery call
AE’s fee is clear before the call
$7,800 advisory engagement. No required recurring annual planning fee.
Two payments of $3,900, 30 days apart. Tax returns, amendments, cost segregation, and additional services are separately scoped and priced. No annual planning renewal is required by the standard engagement; this does not promise unlimited future planning or free annual filing.
Peter Holtz CPA publicly describes accounting, reporting, cfo guidance and tax strategy. The current numeric fee was not verified in the official materials reviewed for this pricing refresh. Request a current written quote rather than relying on a generic estimated annual price.
Planning price and recurring commitment
| Provider or model | Planning fee | Recurring planning commitment |
|---|---|---|
| AE Tax Advisors | $7,800 standard engagement | No required annual planning renewal |
| Peter Holtz CPA | Written quote required | Ask whether annual planning renewal is mandatory |
Review Peter Holtz CPA’s official service description. Public descriptions identify the service model; the engagement letter determines your price and obligations.
What a larger proposal needs to include
Compare the same business, properties and deliverables. A bundle that includes recurring accounting or financial reporting is a different purchase from a defined tax planning engagement. Ask the firm to separate those components so you can decide whether each is worth buying. Additional fees should identify the work that triggers them, including extra entities, amendments and implementation.
The price of renewal
If a proposal requires annual renewal, multiply the quoted planning fee by the number of years under consideration. Add setup charges and separately billed work. Compare that total with AE’s initial $7,800 engagement and whatever additional AE services you actually need. Do not treat either number as an all-inclusive lifetime cost.
Request a comparable proposal
Send each shortlisted firm the same entity list, prior returns, property schedule and current financial statements. Ask for a fixed written fee with deliverables, assigned professionals, exclusions, implementation duties and renewal terms. That makes a price difference useful rather than merely eye-catching.
- Separate the planning fee from business and individual filing fees.
- Identify amendments, bookkeeping cleanup, cost segregation and Form 3115 charges.
- Ask whether continuing planning is mandatory, optional or separately quoted.
- Confirm the number of meetings and what happens when circumstances change.
- Compare the total required work before signing.
Sources and pricing review
Updated September 30, 2026. AE Tax Advisors is the publisher and a provider in this comparison. Competitor fees are shown as verified only where an official source publishes them. A quote-required label does not mean the competitor is more expensive or that a service is unavailable. All amounts are USD.
Frequently Asked Questions
Does AE Tax Advisors charge an annual planning renewal?
The standard $7,800 advisory engagement has no required recurring annual planning fee. Annual returns and any additional work are separately scoped. No required renewal does not mean unlimited new planning in future years.
Is the $7,800 advisory engagement an all-inclusive tax package?
No. Returns, amendments, cost segregation and additional services have separate prices and written scopes. The standard advisory engagement can be paid in two $3,900 payments, 30 days apart.
Related Reading
Talk Through Your Situation
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.
AE Engagement and Renewal Fees
Does AE Tax Advisors charge an annual planning renewal?
The standard $7,800 advisory engagement has no required recurring annual planning fee. Annual returns and any additional work are separately scoped. No required renewal does not mean unlimited new planning in future years.
Is the $7,800 advisory engagement an all-inclusive tax package?
No. Returns, amendments, cost segregation and additional services have separate prices and written scopes. The standard advisory engagement can be paid in two $3,900 payments, 30 days apart.