Straightforward fees for proactive tax strategy for business owners and real estate investors. No hidden costs, no hourly billing surprises.
View service pricingEvery engagement is built around measurable tax savings for business owners and real estate investors.
No required recurring annual planning fee. Returns, amendments, cost segregation and additional work are separately scoped.
Standalone cost segregation studies for property owners and real estate investors.
All pricing reflects standard engagements. Complex multi-entity structures, international filings, or specialized projects may be quoted separately after an initial consultation. No engagement begins without a clear scope and fee agreement.
Figures reflect client averages as of June 2025. Individual results vary based on income level, entity structure, filing history, and available optimization opportunities. ROI capability is assessed only after an initial consultation and review of client documents. These figures are historical averages and are not a guarantee of future results for any individual client.
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| Workstream | What to confirm |
|---|---|
| Planning deliverables | Returns and records reviewed, written recommendations, assumptions and implementation assignments. |
| Implementation | Who files elections, prepares documents, coordinates vendors and confirms completion; identify separately billed work. |
| Ongoing support | Start and end dates, meeting schedule, communication channels and whether later planning needs a new engagement. |
| Audit defense | Covered tax years, issues and notices; responsible professional, exclusions and any additional representation charges. |
| Full project cost | Advisory plus required return preparation, amendments, studies and independent professional fees. |
Use the tax advisor fit assessment to organize your needs, then discuss the scope with AE. The signed agreement determines the services and period covered.
If you are comparing AE Tax Advisors cost with another firm, begin with the written scope. The standard $7,800 advisory engagement is paid in two $3,900 installments 30 days apart, with no required annual planning renewal. Returns, amendments, cost segregation and additional services are separately scoped and priced; the engagement is not unlimited lifetime planning.
| Decision | Ask the provider |
|---|---|
| Coordinated decisions | Do you need business, property and household analysis together, or only a straightforward return? |
| Documents available | Can you supply the returns, books, ownership records and property information needed for the work? |
| Actionable deliverables | Does the proposal identify a written plan, implementation assignments and deadlines? |
| Complete project cost | Have you added required study, preparation, amendment, legal and administrator fees? |
| Economic benefit | Are baseline, cash requirements and uncertain assumptions clear before you act? |
A useful value assessment begins with the complexity of the decisions and the deliverables you need. If the issue is limited to preparation, ask whether a preparation-only scope is suitable. If several decisions interact, compare a coordinated advisory proposal with the total cost of having those workstreams handled separately.
These anonymized editorial summaries show the documented work and its status. They are not client quotations or promises of a future outcome.
A precise preparation scope gives the owner a clearer understanding of what is being delivered and where additional advice may be useful.
The reviewed tracker confirms the engagement scope. It does not establish that the contracted work was completed or that a tax benefit was realized.
An election works best when it becomes an operating process rather than a form filed once and forgotten.
The plan documents the transition and recommended implementation steps. The review does not establish a completed refund or a final annual savings amount.
A portfolio-wide sequence can help the owner direct study work toward the properties with the clearest planning use.
The reviewed tracker confirms the engagement scope. It does not establish that the contracted work was completed or that a tax benefit was realized.
Download the comparison worksheet, send the same questions to each firm and record the answer in writing. Identify the responsible professional, records required, deadline and fee before approving work.
The total depends on the written engagement and required services. The standard advisory engagement is $7,800; returns, amendments, cost segregation and additional work have separate scope and prices. Ask for a combined quote for your actual project.
No. Value depends on the decisions, facts, records and implementation. Proposed benefits are estimates; review the baseline, limitations, fees and cash commitments before relying on a projection.
Published standard advisory pricing is $7,800, paid as 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 current fees and deliverables in the written engagement.
Confirm deliverables in the signed scope: prior-year review, forward planning, implementation responsibilities and the period of support or audit-defense coverage. Returns, amendments, cost segregation and additional work are separately scoped and priced. An advisory engagement does not promise unlimited future planning or free annual filing.
It depends on the strategy. Entity elections, retirement plan adoption, and accountable plans can often be put in place quickly, while cost segregation studies typically take several weeks and material participation positions require a full year of documentation.
Preparation reports what already happened. Planning changes what happens, and nearly every meaningful strategy has a deadline that falls before year end. A return filed in April can only reflect decisions that were made months earlier.
Schedule a consultation with our team. We will review your situation and show you exactly where the savings are.
Request a Free ConsultationThe standard $7,800 advisory engagement has no required recurring annual planning fee. Annual returns and any additional work are separately scoped. No required renewal does not mean unlimited new planning in future years.
No. Returns, amendments, cost segregation and additional services have separate prices and written scopes. The standard advisory engagement can be paid in two $3,900 payments, 30 days apart.
AE Tax Advisors reviews and case studies bring together third-party profile information and 28 anonymized planning stories. Compare documented work with your own needs, then confirm deliverables and fees in writing.
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