ExecUpgrades Members
Your Tax Return, Handled by Experts
Welcome to AE Tax Advisors
We're excited to serve ExecUpgrades members! Our team of experienced tax professionals specializes in professional tax return preparation for busy executives and high-earners. Let us handle the complexity while you focus on what matters most.
This page is exclusively for ExecUpgrades member referrals. We provide streamlined, expert tax return preparation from onboarding through filing.
What's Included in Your Tax Return Service
Professional Tax Return Preparation
Our expert CPAs and enrolled agents will prepare your federal and state tax returns with meticulous attention to detail, ensuring accuracy and maximizing deductions available to you.
Dedicated Tax Preparer
You'll work with the same dedicated tax professional throughout the entire process. They'll understand your unique situation and ensure continuity and personal attention.
Onboarding Call
We'll schedule a comprehensive onboarding call to collect all necessary information about your income, deductions, and tax situation. This ensures we capture everything needed for accurate preparation.
Secure Document Upload Portal
Access our encrypted document portal to securely upload all your tax documents—W-2s, 1099s, K-1s, investment statements, and more. Everything stays safe and organized.
E-Filing & Delivery
Once your return is finalized, we'll handle the e-filing with the IRS and relevant state agencies. You'll receive a fully prepared return ready for signature and submission.
Review & Sign
We'll walk you through your complete tax return, explaining all the details so you understand exactly what we're filing on your behalf. Peace of mind included.
How It Works
Book Your Onboarding Call
Schedule a call with your dedicated tax preparer to discuss your situation and gather all necessary information.
Upload Your Documents
Upload all required tax documents to our secure portal. We'll guide you on what we need to prepare your return accurately.
We Prepare & File
Our team prepares your complete tax return and handles e-filing with the IRS and all relevant state agencies.
Review & Sign
Review your completed return with your tax preparer. Once you're satisfied, you're done—we handle the rest.
Ready to Get Started?
Book your onboarding call below to get your tax return preparation started.
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Have questions? Contact us at team@aetaxadvisors.com or call (631) 614-5762