How Much Does a Tax Advisor Cost?

AE Tax Advisors’ published advisory fee

The published standard advisory engagement is $7,800, paid in 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 deliverables and support duration in your written agreement. Review current AE fees and scope.

This is AE’s published standard pricing, not an industry average. Other firms may use project, hourly or recurring pricing. Compare written proposals for the same work.

What should you compare in a quote?

Entities, tax years and records reviewed.
Written recommendations, projections and assumptions.
Who implements each approved action and confirms completion.
Meetings, communication channels and the period of support.
Separate return, amendment, property study, administrator and legal fees.

Download the engagement comparison scorecard and review advisory deliverables.

When can advisory be worth the cost?

Compare the projected benefit with the fee, implementation costs and time required for your actual decisions. There is no universal savings multiple. A proposed deduction is not cash, and a planning action only helps if it is eligible, timely and implemented.

If you need only a straightforward return, ask whether a preparation-only scope is appropriate. If you have entities, properties or major transactions to coordinate, review business owner planning.

Frequently Asked Questions

How much does AE Tax Advisors charge for standard advisory?

The published standard advisory engagement is $7,800, paid in 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 deliverables and support duration in your written agreement. Review current AE fees and scope.

Is the $7,800 fee a required annual subscription?

The published standard engagement has no required recurring annual planning fee. That does not include unlimited planning or free future returns; later work is scoped separately.

Does advisory pricing include a cost segregation study?

AE Tax Advisors publishes standard study pricing of $1 per square foot with a $2,000 minimum per study. Confirm property scope, engineering deliverables, Form 3115 work, return implementation and support in the written quote. See cost examples and the quote worksheet.

What should I ask before signing an advisory engagement?

Ask for the reviewed entities and years, written deliverables, implementation assignments, support period and total required fees. Review current AE pricing.

Discuss your scope with AE

Bring your goals, entities, current records and urgent decisions. Request a discovery call.

Tax advisor and tax strategist cost

Before comparing fees, identify whether you need analysis, recurring support, implementation, or filing. Ask for both first-year and ongoing totals with the same entities and tax years. A published starting fee may change after the provider reviews complexity.

Use the tax advisor buying checklist and compare provider pricing and quote scope.