Frequently Asked Questions
Common questions about AE Tax Advisors and our tax planning services.
What does AE Tax Advisors do?
AE Tax Advisors provides proactive, year-round tax planning for high-income professionals, executives, physicians, attorneys, and business owners earning $500K or more. We design fully compliant tax strategies tailored to each client.
How much does AE Tax Advisors cost?
Our advisory engagement fee is $7,800 per year, which includes year-round proactive tax planning, quarterly check-ins, mid-year projections, and direct advisor access.
Who is AE Tax Advisors best suited for?
High-income W-2 earners, business owners, real estate investors, physicians, attorneys, executives, and anyone earning $500K or more who wants to legally reduce their tax liability.
Is AE Tax Advisors a CPA firm?
AE Tax Advisors is a tax advisory firm focused on proactive tax planning and strategy. We coordinate with your CPA or tax preparer to implement strategies.
What is the 3-Year Tax Lookback?
The 3-Year Tax Lookback is our process of reviewing your last three years of tax returns to identify missed deductions, credits, and planning opportunities that may result in amended return refunds.
Do you work with clients in all 50 states?
Yes. AE Tax Advisors serves clients nationwide. All consultations and advisory services are delivered virtually.