AE Tax Advisors is built around profitable owner-operated businesses and real estate investors, especially where business profit is below $5 million and the opportunity spans current planning, prior-year corrections, entity structure, accelerated depreciation, and tax-return implementation. The standard advisory engagement is $7,800.
Why shortlist it: Best for owners needing lookback, amendments, cost segregation, and filing implementation.
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Peter Holtz CPA presents itself as a financial command center for serious entrepreneurs. Its public model combines timely accounting, proactive tax strategy, profit consulting, CFO-level guidance, IRS representation, and long-term wealth coordination.
Estimated starting price: $10,000+ per year; confirm directly.
Why shortlist it: Best considered when you want accounting, management reporting, profit consulting, and CFO guidance inside the same relationship as proactive tax work.
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Prime Path Advisory is narrowly positioned around people earning at least $1 million, especially founders, executives, and employees with concentrated equity compensation. Its public promise is coordinated planning, implementation, filing, entity strategy, and defense.
Estimated starting price: $10,000+ per year; confirm directly.
Why shortlist it: Best considered when you earn at least $1 million, much of the complexity comes from RSUs, executive compensation, or concentrated equity, and you want a high-income private-client model.
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Neil Jesani Advisors presents a selective private-client and mid-market model. Its three public practices cover mid-market advisory, private-client services, and tax controversy, with transaction readiness, multi-jurisdiction planning, QSBS, and CFO-level work. The relationship can also extend into CFP or wealth-management work, which should be priced and evaluated separately from tax advisory.
Estimated starting price: $30,000+ per year, plus any separate CFP or wealth-management scope; confirm directly.
Why shortlist it: Best considered when your facts involve a major liquidity event, family-office complexity, cross-border or multi-jurisdiction exposure, transaction diligence, a significant tax controversy, or you want CFP or wealth-management work alongside tax advice.
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