Thomas Castelli vs Amanda Han: Tax Service Models
Compare Thomas Castelli and Amanda Han by public service model, client fit, complete fees and implementation. Published by AE Tax Advisors.
Compare the contracted service
You own rental properties and a partnership interest and need investor-level planning connected to the final returns. Compare individual advisory, community access, preparation and implementation.
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.
Thomas Castelli / Hall CPA / Tax Smart REI
Hall CPA identifies Thomas Castelli as a partner and tax strategist who hosts the Tax Smart REI podcast. Tax Smart Investors describes investor education and community access.
Compare investor education and community access with a separately defined Hall CPA advisory and filing engagement.
Confirm the current contracting entity, assigned team and any direct creator involvement in the written engagement.
Fee evidence for Thomas Castelli
Request a current written quote for the selected service. The reviewed official pages do not establish a universal fixed fee covering planning, implementation and filing.
Questions for the actual engagement
- Is the purchase investor education or a Hall CPA engagement?
- Who reviews entity and owner-level tax limitations?
- Which projections, elections and return tasks are included?
- What advisor access and implementation deadlines are contracted?
Give each bidder the same entity list, prior returns, current books, property details and deadline. Request a complete fee and written assignment for advice, implementation and filing. Share sensitive records only through the chosen provider’s secure intake process.
Name-specific research
Amanda Han / Keystone CPA
Keystone CPA identifies Amanda Han as a managing director and describes planning for property investors, business owners and high-income earners.
Compare the firm’s custom planning engagement with educational resources and separately scoped tax preparation.
Confirm the exact product, contracting firm, assigned professional and availability of personal involvement before enrolling.
Questions for the actual engagement
- Who reviews my portfolio and loss limitations?
- Is return preparation included or separate?
- What recommendations are implemented by the team?
- What founder access and support period are contracted?
Give each bidder the same entity list, prior returns, current books, property details and deadline. Request a complete fee and written assignment for advice, implementation and filing. Share sensitive records only through the chosen provider’s secure intake process.
Name-specific research
Compare total scope before selecting
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.
Request the same entities, records, deadline and implementation assignments. Education, legal work and tax filing can require different contracts. A preliminary tax-saving estimate and a course fee do not establish comparable project costs.
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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Discuss your priorities, upcoming decisions and whether a study or advisory engagement fits. Detailed analysis, implementation or filing work follows an agreed written scope.