AE Tax Advisors headquarters. Proactive tax planning for individuals, business owners, and real estate investors in Billings, Yellowstone County, and across Big Sky Country.
Our Billings, Montana location serves as the firm headquarters for AE Tax Advisors. Located at 935 Lake Elmo Dr, Suite B, our office is positioned in one of the fastest-growing corridors of Yellowstone County, giving us direct access to the business community that drives Billings and the surrounding region.
Billings is the largest city in Montana and the economic hub of the northern Great Plains. As the commercial center for eastern Montana, northern Wyoming, and western North Dakota, the city is home to a thriving base of business owners, real estate investors, medical professionals, and energy-sector executives. These are exactly the clients who benefit most from the advanced, IRC-backed tax strategies that AE Tax Advisors delivers.
Our team, led by Christina Nortman, works with clients across Billings, Laurel, Lockwood, Shepherd, Huntley, and every community throughout Yellowstone County. We also serve business owners and investors in Bozeman, Great Falls, Missoula, Helena, and throughout Montana. For clients near the Wyoming border, including those in Sheridan and Cody, our Billings office provides a convenient home base for in-person consultations.
Address:
935 Lake Elmo Dr, Suite B
Billings, MT 59105
Phone: (631) 614-5762
Email: team@aetaxadvisors.com
Hours: Mon-Fri 9:00 AM - 5:00 PM ET
Comprehensive, forward-looking tax strategies designed to minimize your effective tax rate year over year. We analyze your complete financial picture to identify savings opportunities rooted in the Internal Revenue Code.
Accelerate depreciation deductions on commercial and residential rental properties across Montana. Our IRS-compliant studies reclassify building components into shorter recovery periods, unlocking significant first-year tax savings for real estate investors in Billings and beyond.
S-Corp, C-Corp, LLC, and partnership structuring tailored to your business goals. We help Billings business owners select and maintain the entity type that delivers the greatest tax efficiency.
From 1031 exchanges to short-term rental loophole strategies, we help Montana real estate investors maximize after-tax returns on every property in their portfolio.
High-earning professionals in Billings, including physicians, executives, and energy-sector leaders, deserve tax strategies that go beyond standard deductions. We build customized plans that reduce tax liability.
Tax-efficient retirement strategies including defined benefit plans, cash balance plans, solo 401(k) optimization, and Roth conversion ladders designed for long-term wealth preservation.
If you receive an IRS notice or are selected for audit, our enrolled agents and tax professionals provide full representation and defense. We handle correspondence audits, field audits, and appeals.
Montana has no state sales tax, which makes it attractive for business operations, but that does not mean tax planning is simple. Business owners in Billings face federal tax obligations, payroll tax decisions, entity structuring questions, and complex depreciation rules that require expert guidance. The difference between a reactive tax preparer and a proactive tax advisor can amount to tens of thousands of dollars in annual savings.
AE Tax Advisors was built on one principle: every client deserves a tax strategy, not just a tax return. When you work with our Billings office, you get a dedicated team that reviews your financials, identifies overlooked deductions, restructures your entities for maximum efficiency, and builds a multi-year plan that compounds savings over time.
Our expertise in cost segregation is particularly valuable for Montana real estate investors. Whether you own rental properties in Billings, vacation rentals near Big Sky, or commercial buildings in Bozeman or Great Falls, a cost segregation study can dramatically accelerate your depreciation deductions. Under current bonus depreciation rules, many property owners recover a significant portion of their investment in the first year of ownership.
Our Billings headquarters serves clients throughout Montana and the surrounding region. In addition to Billings and Yellowstone County, we regularly work with clients in the following areas:
For clients outside of driving distance, we offer full virtual consultations with the same level of service and attention to detail. Many of our Montana clients begin with an in-person meeting at our Billings office and then transition to virtual check-ins throughout the year.
As the largest city in Montana and the seat of Yellowstone County, Billings continues to attract new businesses, healthcare facilities, energy companies, and real estate development. The city's strategic location along Interstate 90, combined with its role as the retail and medical hub for the northern Great Plains, creates a dynamic business environment where proactive tax planning delivers outsized returns.
Whether you are a rancher structuring a generational wealth transfer, a physician group optimizing entity selection, a short-term rental operator in Big Sky Country, or a construction firm navigating Section 179 and bonus depreciation, AE Tax Advisors has the expertise to deliver measurable results.
Our full suite of tax advisory services is available to business owners and real estate investors in the greater Billings, MT area:
Accelerate depreciation and reduce year-one tax liability on investment properties.
Year-round proactive tax strategy with IRC-cited analysis.
Optimize your business entity for maximum tax efficiency.
Accurate financial records powering smarter tax decisions.
Complex multi-entity and multi-strategy tax optimization.
Entity structuring and tax planning for owners earning $300K-$3M+.
Ready to take control of your tax strategy? Contact our Billings headquarters today. Call (631) 614-5762, email team@aetaxadvisors.com, or book a free consultation online.
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