Strategic Tax Planning for Business Owners
Owners with growing operating businesses, several income sources, or a material change in profitability who want a coordinated review before making elections, purchases, or distributions.
Coordinated advisory
Choose the review that matches your next decision.
Multi-Entity Tax Planning and Entity Structuring
Owners with multiple entities, related-party payments, new partners, or an acquisition who need tax coordination with their legal and accounting advisers.
S-Corp Owner Compensation Analysis
S-corporation shareholder-employees whose responsibilities, earnings, staffing, or payroll practices have changed, including owners preparing their first full payroll year.
Business Exit and Retirement Tax Planning
Owners considering a sale, partner buyout, recapitalization, or retirement transition who need tax analysis alongside their legal and financial advisers.
Real Estate Portfolio Tax Planning
Investors with multiple rentals, mixed short- and long-term use, ownership partnerships, or material acquisition, renovation, and sale decisions.
Cost Segregation Feasibility and Study Coordination
Owners of investment or business property considering an engineered study, including owners evaluating a previously placed-in-service property.
Multi-State Business Tax Coordination
Businesses operating across state lines and owners receiving income from multiple jurisdictions who need a documented assessment of responsibilities.
Tax Planning for High-Income Households
Households with substantial business or investment complexity, variable compensation, or a major financial event that needs coordinated tax analysis.
Estimated Tax and Owner Cash-Flow Planning
Owners and investors with uneven earnings, pass-through income, major transactions, or insufficient withholding who need an organized payment forecast.
Business Owner Tax Advisory and Implementation
Established owners whose business complexity requires a coordinated planning and implementation process, particularly when several advisers or entities are involved.
Tax Planning Services
Comprehensive tax advisory services for business owners and real estate investors generating $500K+ in annual revenue.
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Tax Planning for Business Owners with Complex Income
Entity optimization, multi-entity coordination, compensation planning, and proactive year-round tax planning for business owners generating $500K or more in revenue.
Business Owner & Small Business Tax Services
Entity structuring, reasonable compensation analysis, S-Corp election timing, and multi-entity coordination for business owners.
Real Estate Tax Planning
Depreciation strategy, 1031 exchanges, passive activity loss planning, and portfolio-level entity structuring for real estate investors.
Short-Term Rental Tax Strategy
The seven-day exception under Treas. Reg. 1.469-1T(e)(3)(ii)(A), material participation documentation, and bonus depreciation on STR placements.
Rental Property Tax Planning
Real estate professional status qualification, grouping elections under IRC Sec. 469, and repairs versus improvements analysis.
CPA for Real Estate Investors
A specialist who works the portfolio year-round instead of a generalist who sees it once a year at filing.
S-Corp Owner Pay
Reasonable compensation analysis for profitable S-Corp owners.
Retirement & Exit / M&A Tax Strategy
Pre-sale planning, business exit tax optimization, retirement income coordination, and succession strategy.
Multi-state & Global Tax Planning
State tax optimization, residency planning, multi-state filing coordination, and international tax compliance.
Estate, Trust & Wealth Transfer Planning
Trust structuring, wealth transfer strategy, gift tax planning, and generational wealth preservation.
Tax Return Amendments & Compliance
Review prior-year reporting, prepare appropriate amendments, and maintain documentation supporting your tax positions.
Cost Segregation Studies for Real Estate Investors
Accelerated depreciation through IRS-compliant cost segregation analysis for rental and investment properties.
Related Reading
Frequently Asked Questions
What services does AE Tax Advisors provide?
AE Tax Advisors provides proactive tax planning, tax preparation, entity structuring, cost segregation studies, real estate tax strategy, IRS audit defense, estate and trust planning, retirement tax optimization, and multi-state tax compliance.
Who is AE Tax Advisors best suited for?
AE Tax Advisors works with business owners and real estate investors generating $500K or more in annual revenue, including S-Corp and C-Corp operators, medical practice owners, real estate portfolio operators, and multi-entity business owners seeking advanced tax reduction strategies.
Does AE Tax Advisors work with clients nationwide?
Yes. AE Tax Advisors is available in all 50 states, with clients currently in 47, working through virtual consultations and secure document sharing. The firm is headquartered at 935 Lake Elmo Dr, Suite B, Billings, MT 59105.
How is AE Tax Advisors different from a traditional CPA?
Unlike traditional CPAs who focus primarily on compliance and filing, AE Tax Advisors takes a proactive, strategy-first approach. The firm designs customized tax plans that legally minimize liability through entity structuring, depreciation strategies, and income timing.
Before You Hire a Tax Advisor
Start with the decision you need help making, then compare the scope and complete cost. These guides give business owners and property investors practical questions, worksheets and worked examples.
- Decide whether tax advisory is worth the cost — define the baseline and test a smaller-benefit case.
- Choose a service scope and budget — distinguish preparation, focused review and coordinated planning.
- Evaluate the advisor — compare credentials, relevant work and responsibility.
- Compare written proposals — account for required extras and renewal terms.
- Confirm the AE engagement — put deliverables, support and implementation owners in writing.
Bring your entities, available records and decision date to a call with AE. The written agreement determines your work and fees; these guides do not promise a tax result.
Match the engagement to the work you need
Before selecting a service, separate planning, implementation, tax-return preparation and ongoing coordination. Confirm which deliverables and entities are included in the engagement letter.
Integrated owner planning
Start here when several business and personal tax decisions need to work together.
Election support
Discuss entity eligibility, timing, payroll readiness and implementation responsibilities.
Study and return coordination
Clarify who produces the study and who evaluates the treatment on your returns.
Compare the scope and fees
Check published terms and request a written scope for your circumstances.
Before engaging an advisor, confirm the entities and tax years covered, the records required, the person responsible for each implementation step and how completion will be documented. Discuss the appropriate review with the AE team.