Real Estate Tax Educators and Firms: Compare 11 Names

How this list was selected

Compare real estate education, legal work, planning and filing using your properties, records and actual implementation needs. A creator profile does not establish a universal service package.

Published by AE Tax Advisors, a competing tax advisory provider. This is a commercial analysis of public offerings, not an independent ranking, endorsement or firsthand customer review. No customer rating is assigned.

Selection requires a reviewed official identity or offering page and relevance to a U.S.-facing tax or financial education buying decision. This is a researched coverage set, not an exhaustive list, audience ranking or independent recommendation. Search volumes and Google positions are not verified.

1. Amanda Han — Keystone CPA

Keystone CPA identifies Amanda Han as a managing director and describes planning for property investors, business owners and high-income earners.

Compare the firm’s custom planning engagement with educational resources and separately scoped tax preparation.

Buying situation: You own rentals alongside wage income and want to assess a new acquisition. Ask who models usable losses and reviews participation and owner-level limits using your actual records.

Amanda Han alternatives · Amanda Han vs AE Tax Advisors · Amanda Han reviews and service guide

2. Matt MacFarland — Keystone CPA

Keystone CPA identifies Matthew MacFarland as a managing director with real estate and high-net-worth tax planning experience.

Confirm the firm engagement and assigned team; a podcast appearance or coauthored book does not establish personal advisor access.

Buying situation: You hold rental properties through several entities and need acquisition and owner-return planning. Request an entity-by-entity implementation calendar and preparation scope.

Matt MacFarland alternatives · Matt MacFarland vs AE Tax Advisors · Matt MacFarland reviews and service guide

3. Brandon Hall — Hall CPA / The Real Estate CPA

Hall CPA identifies Brandon Hall as founder and CEO and describes tax, accounting and property-study services for real estate and business clients.

Compare advisory, tax preparation, accounting and study engagements as separate scopes.

Buying situation: You are moving from a few rentals into a syndication. Compare partner reporting, entity accounting and owner-level planning, and ask who coordinates K-1 deadlines.

Brandon Hall alternatives · Brandon Hall vs AE Tax Advisors · Brandon Hall reviews and service guide

4. Thomas Castelli — Hall CPA / Tax Smart REI

Hall CPA identifies Thomas Castelli as a partner and tax strategist who hosts the Tax Smart REI podcast. Tax Smart Investors describes investor education and community access.

Compare investor education and community access with a separately defined Hall CPA advisory and filing engagement.

Buying situation: You own rentals personally and through a partnership and want to review a new acquisition. Ask which entity and owner analyses are included and who implements the final depreciation and filing decisions.

Thomas Castelli alternatives · Thomas Castelli vs AE Tax Advisors · Thomas Castelli reviews and service guide

5. Toby Mathis — Anderson Business Advisors

Anderson Business Advisors identifies Toby Mathis as a founder and attorney and publishes tax and asset-protection education.

Distinguish workshops, legal or entity work, tax planning and return preparation in the proposal.

Buying situation: You want entity protection for rentals and a tax plan for business income. Ask which documents are drafted, which tax decisions are analyzed and which professionals handle annual filings.

Toby Mathis alternatives · Toby Mathis vs AE Tax Advisors · Toby Mathis reviews and service guide

6. Clint Coons — Anderson Business Advisors

Anderson Business Advisors identifies Clint Coons as an attorney and founder focused on real estate asset protection and business planning. His site describes investor workshops.

Distinguish workshop access, entity implementation and legal work from tax advice and return preparation.

Buying situation: You plan to move rental assets into an entity structure. Compare document drafting, title and lender coordination, ongoing entity obligations and tax-return consequences rather than buying an LLC package from a webinar alone.

Clint Coons alternatives · Clint Coons vs AE Tax Advisors · Clint Coons reviews and service guide

7. Mark J. Kohler — KKOS Lawyers and Main Street education

Mark J. Kohler’s official site links tax and legal planning, business education, an advisor network and retirement-account resources.

Compare the legal engagement, education product and referred advisor as separate purchases.

Buying situation: You need an entity plan and legal documents as well as tax advice. Identify who drafts documents and who prepares the affected returns; a class or referral is not the same engagement.

Mark J. Kohler alternatives · Mark J. Kohler vs AE Tax Advisors · Mark J. Kohler reviews and service guide

8. Tom Wheelwright — WealthAbility and TFW Advisors referral

Tom Wheelwright’s WealthAbility site provides tax and wealth education and directs people seeking an advisor to TFW Advisors.

Distinguish a book, event or educational program from a separately contracted advisor relationship.

Buying situation: You read Tax-Free Wealth and now need a written plan for your own entities. Ask which advisor will review your returns, implement elections and coordinate filing rather than assuming a resource-library subscription covers that work.

Tom Wheelwright alternatives · Tom Wheelwright vs AE Tax Advisors · Tom Wheelwright reviews and service guide

9. Eric Freeman — Tax Strategies for Everyone / BeachFleischman

Eric Freeman’s official educational biography describes real estate and partnership tax work and identifies his role at BeachFleischman.

Distinguish book and video education from a separate professional engagement for the transaction.

Buying situation: You are reviewing a partnership buyout and a property exchange. Ask for the transaction analysis, basis records, election responsibilities and return scope in writing.

Eric Freeman alternatives · Eric Freeman vs AE Tax Advisors · Eric Freeman reviews and service guide

10. Mitchell Baldridge — Baldridge-related advisory and R.E. Cost Seg

Mitchell Baldridge’s site links tax and financial planning, accounting, transaction diligence and R.E. Cost Seg as different service routes.

Choose the business and deliverable you need rather than treating all linked services as one package.

Buying situation: You are acquiring a business that owns real estate. Separate earnings diligence, ongoing books, entity tax advice and the property study in the proposal.

Mitchell Baldridge alternatives · Mitchell Baldridge vs AE Tax Advisors · Mitchell Baldridge reviews and service guide

11. Natalie Kolodij — Kolodij Tax & Consulting

Kolodij Tax & Consulting identifies Natalie Kolodij as an enrolled agent, real estate tax educator and founder of the Certified Real Estate Tax Strategist credential.

The firm describes a full-service package with a custom plan, quarterly calls, implementation and year-end tax filing. It also points to a separate directory of professionals trained in real estate taxation.

Buying situation: You own rentals and need depreciation records, quarterly decisions and tax returns coordinated. Compare the direct firm engagement with a directory referral and assign property-level implementation and filing.

Natalie Kolodij alternatives · Natalie Kolodij vs AE Tax Advisors · Natalie Kolodij reviews and service guide

Choose a proposal using deliverables

AE Tax Advisors provides tax planning for business owners and real estate investors. Standard advisory is $7,800 and complex advisory is $9,800. Returns, amendments, property studies and other implementation work are separately scoped and priced. Confirm the support period and responsibilities in the written engagement; the standard advisory engagement has no required annual planning renewal.

Ask who reviews the records, who implements the advice, who files the affected returns and what continuing work costs. Keep education and legal or representation services distinct. A preliminary saving estimate is not a fee quote or guaranteed result.

Sources, methodology and review date

Official pages reviewed November 8, 2026. Statements about identity and offerings are attributed to those pages. AE has not independently verified marketed savings, customer results, licensing status or delivery. Confirm current availability, terms and the actual contracting entity.

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