Tax Filing And Compliance Services
Expert tax planning and advisory services from AE Tax Advisors.
AE Tax Advisors provides comprehensive tax filing and compliance services services for high-income professionals and business owners. Our approach combines deep technical knowledge of the Internal Revenue Code with practical, real-world application.
How We Help
Every engagement begins with a thorough analysis of your current situation. We identify opportunities, design strategies, and work with you year-round to implement and monitor your plan.
Who This Is For
This service is designed for individuals and businesses earning $500,000 or more annually who want to take a proactive approach to tax planning.
Frequently Asked Questions
Who needs to receive a Form 1099?
Generally non-employee service providers paid $600 or more during the year who are not corporations, with exceptions including attorneys. Collecting a Form W-9 before the first payment is the practical way to avoid a scramble in January.
When are business tax returns due?
Partnership and S corporation returns are generally due the fifteenth day of the third month after year end, and C corporation and individual returns the fifteenth day of the fourth month, with six-month extensions available. An extension extends the filing deadline, not the payment deadline.
Do I need to make estimated tax payments?
Generally yes if you expect to owe $1,000 or more. Safe harbor is met by paying 90% of the current year's tax or 100% of the prior year's, rising to 110% for higher-income taxpayers, which avoids underpayment penalties regardless of how the year turns out.
What happens if I file late?
Failure to file penalties accrue at a substantially higher rate than failure to pay penalties, so filing on time matters even when you cannot pay in full. Pass-through entities face per-partner or per-shareholder monthly penalties that accumulate quickly.