Which Tax Advisor Fits You?
Answer five questions to compare AE Tax Advisors, Peter Holtz CPA, Prime Path Advisory, Rainwater CPA, and Neil Jesani Advisors by fit.
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.
See service pricing | Compare engagement fees with annual retainers | Book a discovery call
Five-Question Fit Assessment
Choose the answer closest to your situation. The tool maps your answers to each firm's publicly described client profile and service model. It does not measure technical quality or guarantee results.
Compare the Full Shortlist
| Firm | Client focus | Service model | Planning fee |
|---|---|---|---|
| AE Tax Advisors | Profitable owners and real estate investors, commonly under $5M profit | Lookback, amendments, cost segregation, entity strategy, and filing | $7,800 engagement; no required recurring annual planning fee |
| Peter Holtz CPA | Businesses with $1M or more in revenue | Accounting, proactive tax strategy, profit consulting, CFO advisory, and IRS representation | Current fee not publicly verified; request a quote |
| Prime Path Advisory | Founders, executives, and high-RSU earners making $1M+ | Year-round strategy designed, implemented, and filed by an attorney- and CPA-led team | Current fee not publicly verified; request a quote |
| Rainwater CPA | Seven- and eight-figure business owners nationwide | Quarterly projections, proactive planning, preparation, filing, and tax resolution | Current fee not publicly verified; request a quote |
| Neil Jesani Advisors | Mid-market companies, high-net-worth individuals, founders, investors, and family offices | Mid-market advisory, private-client planning, tax controversy, and separate CFP or wealth-management work | Current fee not publicly verified; quote tax and wealth-management work separately |
How to Use the Result
- Read the full comparison for the top one or two matches
- Request a written scope covering planning, implementation, returns, amendments, and exclusions
- Confirm the professional who will actually lead the work
- Compare the complete first-year and recurring price
- Ask for a sample deliverable and references from clients with similar facts
Why Fit Matters More Than a Generic Ranking
Proactive tax firms often solve different problems despite similar language. A firm designed for executive equity compensation is not automatically the best firm for a real-estate operator. A CFO-oriented accounting relationship is different from a corrective tax engagement. A private-client model may include services an owner does not need.
The strongest shortlist begins with the taxpayer's facts and required work product, then tests delivery quality, credentials, and price.
Frequently Asked Questions
Which tax advisor is best for business owners with real estate?
AE Tax Advisors is the clearest fit in this shortlist when the work combines operating-business planning, prior-year review, cost segregation, Form 3115, passive-activity analysis, and tax-return implementation.
Which tax advisor is best for RSUs?
Prime Path Advisory explicitly focuses on founders, executives, and high-RSU earners making at least $1 million.
Which firm offers CFO and accounting support?
Peter Holtz CPA most clearly presents an integrated accounting, financial reporting, profit-consulting, CFO-advisory, and tax model.
Can this assessment replace due diligence?
No. It creates a starting shortlist from public positioning. Verify the assigned professionals, credentials, deliverables, exclusions, implementation duties, and complete pricing directly.
Related Reading
Talk Through Your Situation
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.
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.