Tax and Wealth Planning Creators: Compare 13 Names

How this list was selected

Compare public tax and wealth education with advice-only projects, actual tax work and fiduciary relationships. Separate learning, record review, trade execution, legal work and return filing.

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. Megan Gorman — Chequers Financial Management

Megan Gorman’s official publisher biography identifies her as Chequers Financial Management’s founder and managing partner and a writer on personal finance and income tax.

Chequers describes personal CFO, active tax planning, family-enterprise, executive and investment-management services. Compare that broader relationship with a defined tax advisory engagement.

Buying situation: You have executive compensation, investments and family wealth decisions. Separate tax projections and filings from portfolio management, estate counsel and family-office work before comparing fees.

Megan Gorman alternatives · Megan Gorman vs AE Tax Advisors · Megan Gorman reviews and service guide

2. 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

3. Carter Cofield — Cofield Advisors

Cofield Advisors identifies Carter Cofield as owner and lead advisor and describes financial, business and tax support for creative entrepreneurs.

Ask how tax preparation, planning, bookkeeping and entity work are assigned across the team.

Buying situation: You receive brand sponsorships and entertainment income through more than one entity. Compare the bookkeeping, owner-pay and tax work needed for those revenue sources.

Carter Cofield alternatives · Carter Cofield vs AE Tax Advisors · Carter Cofield reviews and service guide

4. Jeff Badu — Badu Tax Services

Badu Tax Services identifies Jeff Badu as founder and CEO and lists tax preparation, planning and representation for individuals and businesses.

The site also links a wealth education course. Compare the course purchase with the specific planning, preparation or representation engagement.

Buying situation: You own a business, rental property and an unresolved tax notice. Ask how the proposal separates forward planning, filings and representation deadlines, and which team performs each task.

Jeff Badu alternatives · Jeff Badu vs AE Tax Advisors · Jeff Badu reviews and service guide

5. Michel Valbrun — Michel Valbrun / Valbrun Group

Michel Valbrun’s public site describes tax planning, accounting, consulting, speaking and business education, with links to a Valbrun Group consultation page.

Identify the current professional service and contracting entity separately from books, challenges and educational material.

Buying situation: You saw a tax-saving presentation and need a practical business plan tied to your books. Confirm current engagement availability, the actual advisor and the written deliverables before using an older sales page to estimate the scope.

Michel Valbrun alternatives · Michel Valbrun vs AE Tax Advisors · Michel Valbrun reviews and service guide

6. Ed Slott — Ed Slott and Company

Ed Slott and Company describes Ed Slott as a CPA, retirement tax educator, author and public speaker. His platform includes IRA education and an advisor-training network.

The company describes education for consumers and financial professionals and says it neither sells nor endorses a particular financial product. Its advisor directory introduces separate advisors whose services require their own review and engagement.

Buying situation: You watched retirement tax education and want a Roth conversion analysis connected to your business income. Compare educational resources with a named advisor’s projection, implementation and filing responsibilities.

Ed Slott alternatives · Ed Slott vs AE Tax Advisors · Ed Slott reviews and service guide

7. Steven Jarvis — Retirement Tax Services

Retirement Tax Services describes Steven Jarvis’s public work through podcasts, articles and practical tax education for financial advisors.

The reviewed homepage markets advisor memberships with training, community and CPA tax-return reviews; higher-tier services include office hours and a strategy call. Compare those advisor-facing benefits with a separately agreed taxpayer service.

Buying situation: Your financial advisor follows the RTS podcast and wants help evaluating a client tax return. Establish who contracts for the review, who may rely on it and who handles client advice, implementation and filing.

Steven Jarvis alternatives · Steven Jarvis vs AE Tax Advisors · Steven Jarvis reviews and service guide

8. David McKnight — Power of Zero / David McKnight & Company

Power of Zero identifies David McKnight as its president and author of retirement-oriented books including The Power of Zero and Tax-Free Income for Life.

The public platform distinguishes a program for financial advisors from a route for consumers seeking a Power of Zero advisor. Compare books and advisor education with the specific professional services and products offered under a separate agreement.

Buying situation: You read about tax-free retirement and want to coordinate business income with retirement decisions. Ask for a documented analysis of your actual circumstances and separate tax advice from investment or insurance product decisions.

David McKnight alternatives · David McKnight vs AE Tax Advisors · David McKnight reviews and service guide

9. Jeffrey Levine — Kitces education and speaking

Kitces presents Jeffrey Levine as a speaker specializing in advanced tax and retirement planning. Its session menu covers Roth conversions, IRA beneficiaries and tax-planning principles for financial advisors.

The reviewed offering is professional speaking and education. A conference presentation or CE purchase is distinct from a private taxpayer engagement with a separately identified provider.

Buying situation: You want to apply an advanced Roth or pass-through deduction presentation to your own return. Identify who reviews your records and implements the idea rather than treating event access as personal advice.

Jeffrey Levine alternatives · Jeffrey Levine vs AE Tax Advisors · Jeffrey Levine reviews and service guide

10. Michael Kitces — Kitces.com / Nerd’s Eye View

Michael Kitces’s official biography describes financial planning education, professional speaking, The Kitces Report and the Nerd’s Eye View blog, including his background in taxation.

The platform provides research, webinars and financial-advisor resources and identifies separate businesses serving consumers or professionals. Education access is different from engaging a particular firm to advise on or file your taxes.

Buying situation: You read technical tax research and want coordinated business and retirement decisions. Separate learning or professional membership from an engagement that reviews your complete records and assigns implementation.

Michael Kitces alternatives · Michael Kitces vs AE Tax Advisors · Michael Kitces reviews and service guide

11. Sean Mullaney — FI Tax Guy / Mullaney Financial & Tax

Sean Mullaney’s FI Tax Guy biography describes an advice-only financial planner, author and tax educator focused on financial independence, with a separate practice at Mullaney Financial & Tax.

The firm describes retirement financial planning covering tax strategy, Social Security, drawdown, investment allocation, estate arrangement review, insurance review and cash-flow needs.

Buying situation: You are approaching early retirement with business income and want a tax-aware drawdown plan. Compare the complete financial-planning scope with a defined tax advisory project and separately assign execution and filing.

Sean Mullaney alternatives · Sean Mullaney vs AE Tax Advisors · Sean Mullaney reviews and service guide

12. Mike Piper — Oblivious Investor / Michael Piper, LLC

Mike Piper’s Oblivious Investor site identifies a CPA, author and creator of the Open Social Security calculator with tax, investing and retirement education.

His separate practice describes advice-only financial planning for retirees and near-retirees, including Roth conversions, withdrawal strategy, Social Security and investment recommendations. It expressly does not provide tax preparation or place portfolio trades.

Buying situation: You are a financial DIYer wanting a retirement review and tax-aware withdrawal plan. Compare a time-limited advice-only engagement with ongoing management or filing services, and keep the assigned preparer involved.

Mike Piper alternatives · Mike Piper vs AE Tax Advisors · Mike Piper reviews and service guide

13. Justin Miller — Evercore Wealth Management and Trust

Evercore identifies Justin Miller as a partner and national director of wealth planning at Evercore Wealth Management and a managing director of Evercore Trust Company. His biography describes tax and estate planning publications and speaking.

The official profile describes advice to individuals and multigenerational families on estate, taxation, trust and wealth strategies, working collaboratively with accountants, attorneys and other advisors.

Buying situation: You have family wealth, trusts and business succession issues. Compare the wealth and fiduciary relationship with the exact tax-planning, legal and return-preparation contracts involved.

Justin Miller alternatives · Justin Miller vs AE Tax Advisors · Justin Miller 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.

AE comparison methodology · Editorial policy

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.

Book a Call