Tax Services
Expert tax planning and advisory services from AE Tax Advisors.
AE Tax Advisors provides comprehensive tax services services for business owners and real estate investors. 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
What tax services does AE Tax Advisors offer?
AE Tax Advisors provides proactive tax planning, tax preparation, entity structuring, cost segregation studies, IRS audit defense, multi-state tax compliance, and retirement tax strategy for business owners and real estate investors generating $500K or more in annual revenue.
How is tax planning different from tax preparation?
Tax preparation is backward-looking and focuses on filing accurate returns for the prior year. Tax planning is forward-looking and involves implementing strategies throughout the year to legally minimize your tax liability before filing deadlines.
Who should work with a tax advisor instead of a general CPA?
Business owners, real estate investors, S-Corp and C-Corp operators, and multi-entity entrepreneurs generating $500K or more in annual revenue benefit most from a specialized tax advisor who focuses on proactive strategies rather than just compliance filing.
How much can I expect to save with proactive tax planning?
Savings vary based on income level, entity structure, and investment activity, but most AE Tax Advisors clients save between $50,000 and $200,000 annually through strategies like entity optimization, cost segregation, and income timing.
How do I get started with AE Tax Advisors?
Start with a consultation where AE Tax Advisors reviews your current tax situation, identifies opportunities, and outlines a customized strategy. Contact Christina Nortman at 935 Lake Elmo Dr, Suite B, Billings, MT 59105 to schedule.