Tax Advisors in Billings, Montana
Tax advisory for business owners, practice owners and real estate investors, headquartered in Billings and serving clients nationwide.
AE Tax Advisors Billings headquarters
935 Lake Elmo Dr, Suite B
Billings, MT 59105
Phone: (631) 614-5762
Email: team@aetaxadvisors.com
Book a discovery call to discuss your situation and confirm the appropriate next step. Contact the team before planning an office visit. Meet the advisor team.
Business tax planning in Billings
Business owners often need to connect entity structure, owner pay, retirement funding, major purchases and estimated payments. A planning engagement should turn those questions into an action list with named responsibilities and timing, while identifying the returns and implementation work priced separately.
Explore business-owner tax advisory, S-corp owner salary documentation and medical-practice owner planning for the relevant situation.
Real estate advisory for Montana property owners
A local owner can have rentals, partnership interests or a business building in several states. Begin with a consistent property list, ownership records and asset schedules. Location alone does not establish deduction eligibility or eliminate the need to review state treatment.
See real estate tax planning and Airbnb and STR tax planning. If you want a specialist CPA for a rental portfolio, use the investor tax-support page to compare responsibilities and scope.
Cost segregation studies and implementation
AE’s core study audience includes residential investment properties, short-term rentals, long-term rentals and small to mid-sized multifamily. Compare study fees with the usable benefit and the implementation work required for the return.
Published standard cost segregation pricing is $1 per square foot, with a $2,000 minimum per study. Complex work may be quoted separately. Advisory, Form 3115 preparation and tax returns require their own confirmed scope. Compare study pricing and deliverables.
Use the study service page to review fit and the lookback review page when prior depreciation needs attention.
Advisory and return fees
AE publishes $7,800 for Strategic Tax Advisory and $9,800 for Complex Tax Advisory. Strategic is one engagement paid in two installments of $3,900, 30 days apart, with no required recurring annual planning fee. Tax returns, amendments, cost segregation and additional work are separately scoped. Confirm the engagement, payment terms, properties, entities and filings before work begins. View published service fees.
Confirm the Montana and other state filings, owner returns, business entities and additional work in the engagement. A published starting price does not determine the complete fee for a particular business or portfolio.
What to prepare before calling
- Your business type, income sources and current tax support.
- Ownership entities and states where the business or properties operate.
- Upcoming purchases, sales, hiring, retirement changes or filing deadlines.
- The question you need resolved and whether the relevant records are available.
The first call establishes fit and a collection plan. Send detailed tax and financial records through the agreed secure process after scope is confirmed.
For general federal planning background, see IRS estimated-tax guidance. State-specific conclusions require review of the applicable rules and facts.
Frequently Asked Questions
Where is AE Tax Advisors located?
AE’s published headquarters address is 935 Lake Elmo Dr, Suite B, Billings, MT 59105. Contact the team before planning an office visit.
Do you serve clients outside Billings?
Yes. AE publishes nationwide advisory services. Confirm the relevant states and filings in your engagement.
Do you provide business tax planning in Billings?
Business-owner tax advisory is a published AE service. Discuss your business, timing and current support on a discovery call.
Is cost segregation included in advisory?
No. The study service is separately priced; confirm the study and implementation deliverables.
Can I book online?
Use Book a Call to open AE’s discovery appointment page.
Related Reading
Sources and content updates
By AE Tax Advisors Team. Content updated October 1, 2026. Read our editorial policy.
General information; planning and filing decisions depend on your facts and the applicable tax-year rules. Examples are illustrative, not guaranteed outcomes.
Talk Through Your Situation
Every situation turns on its own facts. Schedule a discovery call and we will walk through what applies to you, what it is worth, and what it would take to put it in place.