Range vs AE Tax Advisors (2026)
Choose based on wealth management needs, business tax filing, and who implements your tax plan.
Different starting points
Range sells flat-fee financial advisory memberships covering investments and planning. Higher tiers add tax projections and personal tax filing. AE Tax Advisors focuses on tax advisory, entity and individual filings, and real estate tax strategy. The overlap is tax planning; the broader services differ.
Compare the work
| Decision | Range | AE Tax Advisors |
|---|---|---|
| Primary relationship | Wealth management and financial planning membership | Tax advisory and compliance engagement |
| Investment management | Described in Range memberships | Not part of core tax services |
| Tax projections | Available in specified tiers | Part of scoped tax planning work |
| Personal return | Included in Titanium tier, subject to plan limits | Separately priced under public fee schedule |
| Business returns | Range says it does not currently file them | Available as separately scoped entity returns |
| Cost segregation | Ask about coordination with an outside provider | Separately priced study and tax implementation services |
Which fit is stronger?
Range is a strong candidate when you want a flat-fee advisor to coordinate investments, retirement, estate, and household tax planning. AE Tax Advisors is a candidate when profitable business income, entity returns, rental property depreciation, or prior filing corrections make tax execution the main job. You may need both kinds of professional, but name one owner for estimated taxes and year-end coordination.
Ask both teams for a written first-year scope. Include the exact entities, states, rental properties, K-1s, and past returns to be reviewed. Compare total cost, deliverables, and the people who will do the work.
Explore more options
See Range alternatives for a broader shortlist, including financial planning and specialist CPA choices.
Sources: Range pricing and tiers, Range tax filing FAQ, and AE Tax Advisors pricing. Reviewed September 28, 2026.