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Exclusively Serving Business Owners & Real Estate Investors
Frequently Asked Questions
What does a tax advisory engagement include?
A prior year review to identify recoverable overpayments, a forward-looking plan quantifying each recommended strategy, implementation support including entity filings and plan documents, and ongoing coordination so decisions are made during the year rather than reconstructed afterward.
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.
Do you work with clients outside Montana?
Yes. We work with clients nationwide from our office in Billings, Montana. Federal strategy is identical across states, and we coordinate state-specific issues including pass-through entity tax elections, nexus, and residency wherever clients operate.
How do you charge for advisory work?
Advisory engagements are quoted as a fixed fee based on scope, with cost segregation studies and entity return work priced separately. Pricing is set before work begins so the value of a strategy can be weighed against its cost.
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Thank you for your interest in AE Tax Advisors. We specialize exclusively in tax strategy for business owners, S-Corp and C-Corp operators, and real estate investors generating $500K or more in annual business revenue. Schedule a consultation to explore how we can help.