Real Estate Tax and Study Provider Shortlists
Browse sourced provider comparisons, service models and shortlist questions from AE Tax Advisors.
Choose a provider around the actual assignment
Compare 32 providers using their published service descriptions and the pair-by-pair guides below. This library is published by AE Tax Advisors, a competing provider; it is not an independent ranking. Listings are alphabetical and do not rank quality or promise a tax result.
Start by identifying whether you need owner-level planning, monthly accounting, return preparation, wealth coordination, legal advice or a property study. Search a provider name below, then compare its service model with the other relevant options.
32 providers
Advise RE
Advise RE markets year-round tax advisory and CPA services for real estate investors and developers. Its site connects planning and preparation with depreciation, 1031 exchanges, and entity structure, and also lists construction and buyer advisory services.
Shortlist question: Does the engagement cover the investment purchase or development decision before closing, as well as the subsequent returns?
BASIS Cost Segregation
Its public materials describe a technology-supported residential cost segregation workflow.
Shortlist question: Does the service include analysis of my ability to use the deduction?
- BASIS Cost Segregation vs Cost Segregation Authority
- BASIS Cost Segregation vs Capstan Tax Strategies
- BASIS Cost Segregation vs Cost Seg Atlas
- BASIS Cost Segregation vs Cost Seg Smart
- BASIS Cost Segregation vs Cost Segregation Guys
- BASIS Cost Segregation vs CostSeg Express
- BASIS Cost Segregation vs CostSegEZ
- BASIS Cost Segregation vs CostSegregation.com
- BASIS Cost Segregation vs CostSegRx
- BASIS Cost Segregation vs CSSI
- BASIS Cost Segregation vs Duffy + Duffy Cost Segregation
- BASIS Cost Segregation vs Engineered Tax Services
- BASIS Cost Segregation vs ICS Tax
- BASIS Cost Segregation vs KBKG
- BASIS Cost Segregation vs Madison SPECS
- BASIS Cost Segregation vs Maven Cost Segregation
- BASIS Cost Segregation vs McGuire Sponsel
- BASIS Cost Segregation vs MSC Tax
- BASIS Cost Segregation vs My Cost Segregation
- BASIS Cost Segregation vs RE Cost Seg
Bright Hill Advisors
Its public materials describe tax and advisory support for owners, professionals, and real estate investors.
Shortlist question: Will the business and rental recommendations use the same income forecast?
- Advise RE vs Bright Hill Advisors
- Bright Hill Advisors vs Hall CPA
- Bright Hill Advisors vs Compass CPA
- Bright Hill Advisors vs CPA-ROD
- Bright Hill Advisors vs Elite Consulting, P.C.
- Bright Hill Advisors vs GavTax Advisory Services
- Bright Hill Advisors vs Investor Friendly CPA
- Bright Hill Advisors vs Keystone CPA
- Bright Hill Advisors vs Pronto Advisors
- Bright Hill Advisors vs Taxstra PLLC
Capstan Tax Strategies
Its public materials describe cost segregation, energy-related incentives, and other specialty tax services.
Shortlist question: Which analyses are separate from the cost segregation study?
- Capstan Tax Strategies vs Cost Segregation Authority
- BASIS Cost Segregation vs Capstan Tax Strategies
- Capstan Tax Strategies vs Cost Seg Atlas
- Capstan Tax Strategies vs Cost Seg Smart
- Capstan Tax Strategies vs Cost Segregation Guys
- Capstan Tax Strategies vs CostSeg Express
- Capstan Tax Strategies vs CostSegEZ
- Capstan Tax Strategies vs CostSegregation.com
- Capstan Tax Strategies vs CostSegRx
- Capstan Tax Strategies vs CSSI
- Capstan Tax Strategies vs Duffy + Duffy Cost Segregation
- Capstan Tax Strategies vs Engineered Tax Services
- Capstan Tax Strategies vs ICS Tax
- Capstan Tax Strategies vs KBKG
- Capstan Tax Strategies vs Madison SPECS
- Capstan Tax Strategies vs Maven Cost Segregation
- Capstan Tax Strategies vs McGuire Sponsel
- Capstan Tax Strategies vs MSC Tax
- Capstan Tax Strategies vs My Cost Segregation
- Capstan Tax Strategies vs RE Cost Seg
Compass CPA
Its public materials describe real estate accounting, advisory, and related tax services.
Shortlist question: What records are ready before the investor-level planning review?
Cost Seg Atlas
Its public materials describe educational cost segregation analyses and optional technical-review services.
Shortlist question: Am I buying an educational analysis or an implementation-ready study?
Cost Seg Smart
Its public materials describe online cost segregation reports marketed to rental-property owners.
Shortlist question: Who reviews the property facts behind the generated report?
Cost Segregation Authority
Its public materials describe cost segregation and related specialty property-tax services.
Shortlist question: Does the quote include any work beyond the property study?
- Capstan Tax Strategies vs Cost Segregation Authority
- BASIS Cost Segregation vs Cost Segregation Authority
- Cost Seg Atlas vs Cost Segregation Authority
- Cost Seg Smart vs Cost Segregation Authority
- Cost Segregation Authority vs Cost Segregation Guys
- Cost Segregation Authority vs CostSeg Express
- Cost Segregation Authority vs CostSegEZ
- Cost Segregation Authority vs CostSegregation.com
- Cost Segregation Authority vs CostSegRx
- Cost Segregation Authority vs CSSI
- Cost Segregation Authority vs Duffy + Duffy Cost Segregation
- Cost Segregation Authority vs Engineered Tax Services
- Cost Segregation Authority vs ICS Tax
- Cost Segregation Authority vs KBKG
- Cost Segregation Authority vs Madison SPECS
- Cost Segregation Authority vs Maven Cost Segregation
- Cost Segregation Authority vs McGuire Sponsel
- Cost Segregation Authority vs MSC Tax
- Cost Segregation Authority vs My Cost Segregation
- Cost Segregation Authority vs RE Cost Seg
Cost Segregation Guys
Its public materials describe cost segregation and related services, including Form 3115 and energy-related work.
Shortlist question: Who is responsible for determining and preparing the reporting method?
CostSeg Express
Its public materials describe a fast digital cost segregation workflow marketed to rental owners.
Shortlist question: Who evaluates participation and deduction usability before I rely on the estimate?
CostSegEZ
Its public materials describe an online cost segregation reporting workflow.
Shortlist question: How are unusual property features and renovations reviewed?
CostSegregation.com
Its public materials describe self-guided cost segregation software for eligible property projects.
Shortlist question: Will my CPA review the proposed output before I purchase?
CostSegRx
Its public materials describe cost segregation studies with a published FAQ addressing scope and required inputs.
Shortlist question: Who is responsible for reviewing the land allocation?
CPA-ROD
Its public materials describe business and real estate tax planning and preparation.
Shortlist question: Who checks that all returns reflect the agreed plan?
CSSI
Its public materials describe cost segregation and specialty property-tax services.
Shortlist question: What deliverables will my return preparer receive?
Duffy + Duffy Cost Segregation
Its public materials describe engineering-based cost segregation with property-study services across states.
Shortlist question: How will construction records affect the study methodology?
Elite Consulting, P.C.
Its public materials describe tax and advisory services for business owners and real estate investors.
Shortlist question: Will the plan show cash needs alongside estimated tax effects?
Engineered Tax Services
Its public materials describe cost segregation and specialty tax services, including energy and research-related incentives.
Shortlist question: Which project needs to be completed first to meet my deadline?
GavTax Advisory Services
Its public materials describe real estate tax planning, cost segregation, bookkeeping, and preparation services.
Shortlist question: Who coordinates the transaction timetable with my broader tax forecast?
Hall CPA
Hall CPA, operating The Real Estate CPA website, markets tax planning for real estate investors, high-income earners, business owners, syndicators, and developers. Its public materials discuss entity structuring, depreciation, cost segregation, and real estate accounting.
Shortlist question: Who coordinates the property study, partnership reporting, and the owner's personal tax return?
ICS Tax
Its public materials describe cost segregation, fixed-asset, accounting-method, and other specialty tax services.
Shortlist question: How will the study be reconciled to my existing fixed-asset ledger?
Investor Friendly CPA
Its public materials describe tax planning and accounting support for investors.
Shortlist question: Which properties and business entities are included in the review?
KBKG
Its public materials describe tax-credit and incentive consulting, including cost segregation.
Shortlist question: Where does the specialty engagement end and broader tax planning begin?
Keystone CPA
Keystone CPA serves investors and business owners nationwide. Its homepage describes an initial review of income, businesses, entities, investments, and real estate, followed by a written tax plan with strategies and implementation steps.
Shortlist question: Which implementation steps are performed by the firm, and which require the client or an outside professional?
Madison SPECS
Its public materials describe national cost segregation services with engineering and CPA involvement.
Shortlist question: What information can change the preliminary benefit estimate?
Maven Cost Segregation
Its public materials describe engineering-oriented cost segregation, Form 3115, and related specialty services.
Shortlist question: Who validates the old schedules before applying the study results?
McGuire Sponsel
Its public materials describe cost segregation, fixed-asset, research, and other specialty tax advisory services.
Shortlist question: What handoff documentation will my existing advisers receive?
MSC Tax
Its public materials describe cost segregation and specialty tax services for real estate and business projects.
Shortlist question: Which analyses require additional records beyond the study inputs?
My Cost Segregation
Its public materials describe cost segregation services with published pricing and support information.
Shortlist question: Which deliverables and support terms are covered by the study price?
Pronto Advisors
Pronto Advisors markets tax advisory, accounting and bookkeeping, payroll, and business formation for real estate investors, business owners, and entrepreneurs. It says it can work alongside an existing team or take over the broader relationship.
Shortlist question: Can the proposed tax advisory scope work with the current bookkeeper and preparer, or does it require a full transfer?
RE Cost Seg
Its public materials describe cost segregation studies and a digital property-information workflow.
Shortlist question: Which records are needed beyond square footage and purchase price?
Taxstra PLLC
Taxstra is a Springfield, Illinois CPA firm serving clients nationwide. It lists strategic tax planning, tax preparation, bookkeeping, payroll, IRS representation, and specialized consulting for real estate investors, physicians, and business owners.
Shortlist question: How will the team coordinate physician income, business compensation, and rental depreciation in one projection?
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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.