SegPro Solutions vs AE Tax Advisors: Services and Fees

The practical difference

SegPro Solutions describes property-specific cost segregation and separate energy-credit services for investors, builders and developers across rental and commercial property types. Compare that public service model with AE’s written proposal for the same property and report deliverables.

AE offers standalone cost segregation studies at $1 per square foot, with a $2,000 minimum per study. AE Tax Advisors provides tax planning for business owners and real estate investors as a separate service. Advisory, return preparation, amendments and other implementation work are separately scoped and priced.

Published by AE Tax Advisors, a competing service provider. This is a commercial comparison of public service information, not an independent ranking or firsthand customer review. Sources checked November 7, 2026; confirm current availability and fees directly.

Compare the engagement

Decision	SegPro Solutions	AE Tax Advisors
Public model	SegPro Solutions describes property-specific cost segregation and separate energy-credit services for investors, builders and developers across rental and commercial property types.	A standalone cost segregation study, with advisory and return work separately scoped.
Implementation and filing	Ask which asset schedules, CPA coordination and any Form 3115 preparation are included or separately available. A service menu does not establish that forms or returns are prepared as part of the study.	Agree on the professional responsible for each task. Returns, amendments, studies and additional work have separate scopes and prices.
Fees and support	See sourced fees and scope questions	$1 per square foot, $2,000 minimum per study. Confirm inspection, support and separately scoped tax work.
Key buying question	Which investigation and component analysis fit this building?	What investigation, schedules, CPA coordination and support does AE include for this property, and which tax implementation services require separate scope?

Choose SegPro Solutions when its proposal matches these needs

Keep SegPro on your shortlist when its property coverage and component analysis fit the building. Ask whether a separate energy-credit engagement is relevant rather than assuming it belongs in every study.

Consider AE for this situation

Suppose you own a retail building with a major systems upgrade. Ask each firm to price the study and any separately recommended energy analysis using the same records.

Choose the proposal with a clear engineering scope, usable schedules and named accountant handoff. Keep additional incentive projects separate when comparing study fees.

AE can scope a standalone study and discuss separately contracted advisory or return work. Retain your existing preparer when that arrangement fits, and agree on the report handoff before work begins. Neither provider is the universal choice. A discovery call determines potential fit; detailed analysis follows an agreed engagement.

Ask for a proposal you can compare

Which investigation and component analysis fit this building?
Are energy-credit services separately scoped?
What final schedules and CPA responses are included?
Who prepares any required forms and files the tax return?

Give each firm the same property address, square footage, closing statement, placed-in-service date, improvement records and existing depreciation schedules. Identify the owner entity, return preparer and deadline. Request a written scope for inspection, engineering analysis, report schedules, support and separately billed implementation. Send sensitive records through the firm’s secure intake process.

Frequently Asked Questions

Is SegPro Solutions or AE Tax Advisors a better fit?

Choose the proposal with a clear engineering scope, usable schedules and named accountant handoff. Keep additional incentive projects separate when comparing study fees.

Can I keep my existing tax preparer?

Ask how the study report and schedules will be delivered to your preparer. Identify who evaluates any accounting-method change, prepares required forms, signs the return and handles follow-up questions. AE’s responsibilities depend on the agreed scope.

Official sources and research date

Service descriptions are attributed to the linked provider websites. AE has not independently verified advertised savings, customer outcomes or service delivery. A public service menu does not establish the contents of your engagement.

Researched November 7, 2026 by AE Tax Advisors. No customer star rating or universal winner is assigned.

Compare other firms on your shortlist

Talk Through Your Situation

Discuss your priorities, upcoming decisions and whether a study or advisory engagement fits. Detailed analysis, implementation or filing work follows an agreed written scope.

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