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.
Deferred Compensation & Equity Compensation Advice
Stock options, RSUs, ESPP, and deferred compensation planning to minimize tax impact from equity events.
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 Compliance & IRS Representation
IRS audit defense, penalty abatement, installment agreements, offers in compromise, and tax resolution.
Cost Segregation Studies for Real Estate Investors
Accelerated depreciation through IRS-compliant cost segregation analysis for rental and investment properties.
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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.