9 Tax Planning Creators for Business Owners: Compare Scope

How this list was selected

Compare business planning proposals by accounting prerequisites, assigned professionals, implementation, returns and complete fees. An introductory session is not an all-inclusive engagement.

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. Karla Dennis — KDA Inc.

KDA’s official family page identifies Karla Dennis with its founding and public tax education. The firm describes strategy, preparation, accounting and related services.

Compare a KDA planning proposal with separately identified bookkeeping, payroll, entity and return work.

Buying situation: You run a profitable service company with payroll and a rental on the side. Ask how business and personal projections connect with ongoing books and who completes elections and returns.

Karla Dennis alternatives · Karla Dennis vs AE Tax Advisors · Karla Dennis reviews and service guide

2. Shauna Wekherlien — Tax Goddess

Tax Goddess identifies Shauna A. Wekherlien as its founder and describes Strategic Tax Coaching for business owners and investors.

Confirm program eligibility, advisor access and implementation responsibilities rather than treating a tax-coaching proposal as an all-inclusive filing package.

Buying situation: You have high business income and several investment entities. Request a proposal listing the taxpayer-specific analysis, planning recommendations, implementation owners and separate preparation or specialty projects.

Shauna Wekherlien alternatives · Shauna Wekherlien vs AE Tax Advisors · Shauna Wekherlien reviews and service guide

3. Karlton Dennis — Tax Alchemy

Karlton Dennis’s site teaches tax strategy for business owners and real estate investors and links client inquiries to Tax Alchemy.

Distinguish free classes and the STR ebook from a Tax Alchemy advisory proposal.

Buying situation: You saw an STR tax video and want an actual loss-offset analysis. Ask who checks customer stays, participation, financing and the return implementation before paying for a planning engagement.

Karlton Dennis alternatives · Karlton Dennis vs AE Tax Advisors · Karlton Dennis reviews and service guide

4. Jasmine DiLucci — DiLucci CPA Firm

DiLucci CPA Firm’s team page describes Jasmine DiLucci’s work across tax planning, accounting and tax resolution.

Identify whether you need a forward-looking plan, ongoing books and compliance, or help with an existing IRS matter.

Buying situation: You have profitable business income and an unresolved notice. Compare separate planning and resolution scopes, deadlines and representation assignments rather than assuming one fee covers both.

Jasmine DiLucci alternatives · Jasmine DiLucci vs AE Tax Advisors · Jasmine DiLucci reviews and service guide

5. John Briggs — Incite Tax

Incite Tax identifies John Briggs as founder and lists tax, bookkeeping, CFO, resolution and Profit First services.

Cash-management work, books, tax strategy and filings need defined deliverables even when purchased together.

Buying situation: Your gym has rising revenue but little cash left after expenses. Compare tax planning with cash-allocation coaching and ongoing bookkeeping before selecting the package.

John Briggs alternatives · John Briggs vs AE Tax Advisors · John Briggs reviews and service guide

6. 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

7. 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

8. Tiffany Phillips — Phillips Business Group

Phillips Business Group identifies Tiffany Phillips as a CPA and tax strategist, author and host of the Small Business Finance Podcast.

Its service page describes advisory planning with implementation, business and personal preparation, estimated tax planning and quarterly reviews. Additional accounting and CFO services are separately described.

Buying situation: You run a growing company and want one team to coordinate strategy and filings. Compare the written implementation, return list, quarterly review schedule and any bookkeeping prerequisites with other proposals.

Tiffany Phillips alternatives · Tiffany Phillips vs AE Tax Advisors · Tiffany Phillips reviews and service guide

9. Courtney Epps — OTB Tax

OTB Tax identifies Courtney Epps as its founder, tax strategist, author and speaker. The public site connects her education platform with an accounting and tax service business.

The site describes accounting, payroll and tax services alongside strategy sessions, books, courses and events. Compare the initial session with the complete professional engagement.

Buying situation: You discovered a home-business deduction video and need your business books, payroll and tax filings coordinated. Ask what the initial session produces and which later services require another agreement.

Courtney Epps alternatives · Courtney Epps vs AE Tax Advisors · Courtney Epps 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 7, 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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