RSM review and alternatives: compare AE Tax Advisors first

Start with AE if you want a defined tax-planning engagement connecting business income, real estate, and your personal tax position. Book an AE discovery call to discuss the decision you need to make.

AE Tax Advisors: the first option to evaluate

AE's published advisory pricing lists a $7,800 Strategic engagement and a $9,800 Complex engagement. The standard $7,800 engagement can be paid in two $3,900 installments, 30 days apart, with no required annual planning renewal. Returns, amendments, cost segregation, and additional services are separately scoped and priced. Future work is governed by its own scope. See current services and pricing.

RSM: public services and the decision to compare

RSM's public materials describe assurance, tax, and consulting services focused on middle-market organizations. This is relevant to middle-market companies evaluating a broader professional-services relationship. Review the official service description. Your written proposal determines the actual scope and current fees.

Focused owner planning or a broader tax relationship

A large tax practice may offer several specialist teams and engagement types. Compare the particular team and proposal you would hire, rather than drawing conclusions from the overall brand. Describe the business, jurisdictions, ownership structure, and personal planning needs. Ask which issues require specialists, which can be handled by the core team, and how work is coordinated.

A focused planning engagement and a broad recurring tax relationship can have different purposes. Request separate scopes for company compliance, individual owner analysis, transaction work, and any required specialist projects. Compare the actual deliverables and total fees over the same period. There is no basis to assume a large firm is automatically more expensive or less responsive; obtain a proposal for your facts.

A practical comparison for your situation

Your business needs tax support while your personal income and property holdings need a distinct review.

Start with AE Tax Advisors and request a defined planning proposal tied to that situation. Then compare RSM's proposal for the same facts. Ask how middle-market company services and individual owner planning are coordinated.

The question to resolve before choosing

Can the proposal define the owner's planning project separately?

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.

Middle-market company work and the owner engagement

RSM's public positioning focuses on middle-market organizations. The company may need a continuing tax relationship while an owner wants a discrete review of personal decisions. Ask whether those projects have separate deliverables, fees, and responsible professionals.

AE is our first option to evaluate for a focused owner planning engagement. Explain the company information available and the personal decisions that remain unresolved. Ask RSM how its proposed company work would connect with the same owner-level analysis. The comparison should show the actual work for each party rather than treating the company's service scope as interchangeable with personal planning.

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.