Contact AE Tax Advisors
Exclusively Serving Business Owners & Real Estate Investors
Ready to explore how proactive tax planning can work for you? Get in touch with our team.
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Our Offices
Billings, MT (Headquarters)
Baltimore, MD
Frequently Asked Questions
How do you charge for advisory work?
Published standard advisory pricing is $7,800, paid as two $3,900 installments 30 days apart, with no required recurring annual planning fee. Returns, amendments, cost segregation and additional services are separately scoped and priced. Confirm current fees and deliverables in the written engagement.
How quickly can strategies be implemented?
It depends on the strategy. Entity elections, retirement plan adoption, and accountable plans can often be put in place quickly, while cost segregation studies typically take several weeks and material participation positions require a full year of documentation.
What does a tax advisory engagement include?
Confirm deliverables in the signed scope: prior-year review, forward planning, implementation responsibilities and the period of support or audit-defense coverage. Returns, amendments, cost segregation and additional work are separately scoped and priced. An advisory engagement does not promise unlimited future planning or free annual filing.
How is tax planning different from tax preparation?
Preparation reports what already happened. Planning changes what happens, and nearly every meaningful strategy has a deadline that falls before year end. A return filed in April can only reflect decisions that were made months earlier.