Wendy Barlin vs Tiffany Phillips: Tax Service Models
Compare Wendy Barlin and Tiffany Phillips by public service model, client fit, complete fees and implementation. Published by AE Tax Advisors.
Compare the contracted service
Compare an education purchase and current firm relationship with a business planning and filing proposal. Request the same accounting, compliance, CFO and implementation work.
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.
Wendy Barlin / Wendy Barlin education / Roth&Co
Roth&Co identifies Wendy Barlin as its Director of Client Accounting Services and an author with tax and accounting experience.
The firm biography covers outsourced bookkeeping, payroll, reporting, tax compliance, CFO and advisory services. Her separate shop offers digital workshops about business deductions and incorporation.
The personal shop includes older About Profit ownership language, while the Roth&Co biography describes a firm sale in 2021 and a current Roth&Co role. Confirm the current entity rather than equating those descriptions.
Fee evidence for Wendy Barlin
The personal shop advertises a $97 tax-strategies workshop and $37 incorporation session. Those education prices do not quote Roth&Co client accounting, advisory or tax compliance; confirm availability and current terms.
Questions for the actual engagement
- Which firm contracts for the client service?
- Which bookkeeping, payroll and tax tasks are included?
- Does the workshop include any personal record review?
- How are CFO, advisory and filing fees scoped?
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
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.
The service page describes implementation and preparation; do not infer they are unavailable. Confirm the actual contract and exclusions, and do not treat marketing savings or audit-proof language as a guaranteed result.
Fee evidence for Tiffany Phillips
Request a current written proposal. The reviewed official pages do not establish a universal fixed fee covering every planning, accounting and filing task.
Questions for the actual engagement
- Which implementation tasks and returns are included?
- Who handles estimates and quarterly strategy reviews?
- Are bookkeeping or CFO services separately engaged?
- What records, deadlines, support and total fees apply?
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.