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.

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Start with the service you need

RE Cost Seg is described here as technology-enabled cost segregation. It may be a good starting point for real estate investors evaluating a streamlined study process. Before switching or signing, compare the study method, report, property fit, and handoff to the tax return. A familiar brand or a lower quote says little about whether the specific work you need is included.

This guide is published by AE Tax Advisors, one of the options below. It is an editorial shortlist, not an independent market ranking or a guarantee of current service availability.

RE Cost Seg alternatives to compare

1. AE Tax Advisors

AE Tax Advisors is a candidate when you want a written tax plan that connects business income, real estate, prior returns, and filing. Its published pricing helps establish a comparison point; confirm what your engagement includes.

2. Cost Seg Smart

Cost Seg Smart is another option in this search. Compare its public service focus and request a current written proposal before assuming its scope or price matches RE Cost Seg.

3. QuickSeg

QuickSeg is another option in this search. Compare its public service focus and request a current written proposal before assuming its scope or price matches RE Cost Seg.

4. RentalWriteoff

RentalWriteoff is another option in this search. Compare its public service focus and request a current written proposal before assuming its scope or price matches RE Cost Seg.

The order is for navigation, not a score. For study providers, ask for a sample report; for advisory firms, ask for a sample work plan and complete fee schedule.

Where RE Cost Seg may still be the right choice

RE Cost Seg may fit especially well when your priority is real estate investors evaluating a streamlined study process. Keep the current provider on the shortlist if it can show a clear scope, a qualified delivery team, and a fee that makes sense for the outcome. If its offer is technology-enabled cost segregation, do not assume a different type of firm supplies an identical service.

Inspect who reviews the property, the detail of asset classifications, CPA handoff, and audit support.

Compare proposals on the same basis

  • Work product: Ask for the exact report, plan, return, or program access you will receive.
  • People: Identify the lead advisor, engineer, preparer, or coach, and who signs any tax return.
  • Coordination: Confirm who implements recommendations and who supports questions after delivery.
  • Fees: Ask for first-year, renewal, amendment, and project costs in writing.
  • Fit: Share your entities, states, property types, and deadlines before accepting a proposal.

Read the direct comparison

For a side-by-side review of this option and AE Tax Advisors, see RE Cost Seg vs AE Tax Advisors. The comparison page remains available alongside this broader alternatives guide.

Sources and review standard

Public service description: RE Cost Seg official site. AE Tax Advisors scope and current public pricing: pricing page. Reviewed September 28, 2026. Public pages can change; the signed engagement letter and current proposal control.

Discuss your facts

Bring recent returns, entity list, property basis and dates, and the competing proposals. We can explain how AE Tax Advisors would scope the work and where another provider may be a better fit.

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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.

RE Cost Seg review: service scope and buyer fit

RE Cost Seg: public services and the decision to compare

RE Cost Seg's public materials describe cost segregation studies and a digital property-information workflow. This is relevant to rental owners comparing specialist study services. Review the official service description. Your written proposal determines the actual scope and current fees.

Technical study scope and tax implementation

Start by separating the property analysis from the wider advisory project. Request the study methodology, evidence requirements, professional review process, deliverable format, and support terms. Ask how the final report will reconcile with the existing asset records. A proposal should identify the property, required inputs, expected delivery process, and the tasks assigned to the return preparer.

A study can be one part of a broader planning engagement. Compare whether each quote covers the property report, reporting coordination, additional specialist work, or owner-level analysis. If you already have a CPA, include that professional in the discussion before ordering the study. Resolve the handoff and responsibility for tax reporting before relying on a preliminary estimate.

A practical comparison for your situation

You want to understand how a remote information-gathering process handles property-specific details.

Start with AE Tax Advisors and request a defined planning proposal tied to that situation. Then compare RE Cost Seg's proposal for the same facts. Ask how photographs, plans, renovation invoices, and unusual assets are evaluated.

The question to resolve before choosing

Which records are needed beyond square footage and purchase price?

Ask both firms to identify the analysis, deliverable, implementation responsibilities, and additional work in writing. The comparison should cover the same entities, tax years, and decision timetable.

Evaluate AE's services and current pricing and book a call with AE. We recommend AE first for a focused planning project that fits your needs. Additional accounting, filing, legal, wealth, or specialist work should have an explicit scope.

This guide is published by AE Tax Advisors, a commercial provider in the comparison. The profile reviews public service scope, not independently verified customer ratings. Public information checked October 7, 2026; confirm current availability and terms directly.

How to use this service review

This RE Cost Seg review evaluates public service descriptions and the engagement questions below. It does not verify customer experiences or independently substantiate advertised savings. Ask RE Cost Seg for a written proposal addressing: Which records are needed beyond square footage and purchase price?

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