Tax Strategy for Business Owners & Real Estate Investors
Your Business Creates the Revenue. We Build the Tax Strategy to Keep More of It.
AE Tax Advisors works with business owners generating $500K+ in revenue, S-Corp and C-Corp operators, real estate investors, and multi-entity holders to build fully compliant, year-round tax strategies. From entity structuring and retirement plan design to cost segregation and advanced income offset strategies, every recommendation is grounded in the Internal Revenue Code.
"Leading the way in sophisticated tax planning for business owners and real estate investors"
Business Owners
$500K+ Revenue - Entity structuring (S-Corp, C-Corp, LLC), retirement plans, exit planning, and Sec. 179 deductions up to $512K.
Multi-Entity Business Owners
$500K+ Revenue - Multi-entity structuring, income restructuring between S-Corp and C-Corp, pass-through optimization, and advanced entity-level tax strategies.
Real Estate Investors
Cost segregation studies, bonus depreciation, 1031 exchanges, and material participation planning for STR properties.
Who We Serve
Tailored tax strategies for business owners, real estate investors, and multi-entity operators
Business Owners
$500K+ Revenue. Entity structuring (S-Corp, C-Corp, LLC optimization), quarterly tax planning, defined benefit and cash balance retirement plans, exit planning, and M&A strategy.
Multi-Entity Business Owners
$500K+ Revenue. Multi-entity structuring, S-Corp and C-Corp optimization, income restructuring, pass-through entity tax elections, and advanced entity-level deduction strategies.
Real Estate Investors
Cost segregation studies, bonus depreciation, 1031 exchanges, and passive activity planning for rental property portfolios.
How It Works
Three simple steps to a smarter tax strategy
Free Tax Assessment
Schedule a confidential consultation. We review your current tax situation and run a complimentary 3-Year Tax Lookback to identify missed opportunities.
Custom Strategy Design
Our team builds a personalized, multi-year tax plan grounded in the IRC. Every recommendation is tailored to your specific income, entity structure, and goals.
Ongoing Implementation
We work with you year-round with quarterly reviews, mid-year projections, and real-time adjustments to maximize savings and maintain compliance.
Client Results That Speak for Themselves
Real tax savings delivered to business owners and real estate investors
Business owner saved through entity restructuring and cost segregation strategy on rental property portfolio.
Real estate investor accelerated depreciation across 4 properties through strategic cost segregation study.
Medical practice owner reduced effective tax rate through C-Corp conversion and defined benefit plan implementation.
E-commerce business owner saved through Section 179 equipment deductions and crypto mining hardware depreciation.
Family with 3 STR properties saved through cost segregation study and material participation planning.
Across our client base, the average annual tax reduction from implementation of our strategies exceeds $156K per client.
Comprehensive Tax Planning Services
Business-first strategies backed by the Internal Revenue Code
Business Tax Services
Entity structuring, S-Corp vs. C-Corp analysis, reasonable compensation, quarterly strategy, and profit allocation.
Learn More →Income & Entity Optimization
Entity structuring, income restructuring, pass-through optimization, and advanced deduction strategies for business owners and multi-entity operators.
Learn More →Equity Compensation
ISO vs. NSO exercise timing, RSU vesting coordination, AMT analysis, and deferred compensation planning.
Learn More →Multi-State Tax Planning
State income allocation, nexus analysis, and residency planning to help avoid double taxation.
Learn More →Estate & Wealth Transfer
GRATs, IDGTs, QSBS, charitable planning, and generational wealth transfer strategies.
Learn More →Tax Compliance & IRS
Return preparation, IRS correspondence handling, audit defense, and penalty abatement.
Learn More →Retirement & Exit Strategy
Business sale tax planning, M&A structuring, and retirement income optimization.
Learn More →Cost Segregation Studies
Accelerated depreciation analysis for real estate investors to maximize year-one deductions.
Learn More →Tax Reduction Strategies for Business Owners & Real Estate Investors
IRS-compliant strategies that create real deductions and optimize your tax position
Equipment Leasing / Sec. 179
Put 10% down with 3% closing costs and write off 100% of the equipment cost, up to $512K in 2026. Requires an active trade or business. One of the most straightforward deductions in the tax code.
Learn More →Crypto Mining Tax Strategy
A $100K investment in mining hardware generates approximately 70% first-year depreciation and roughly $20K per year in cash flow (approximately 0.25 BTC). Mining equipment is depreciable 5-year MACRS property.
Learn More →Short-Term Rental Strategy
Purchase an STR property, qualify for material participation (100+ hours, more than anyone else), and use cost segregation plus bonus depreciation to create paper losses that offset active business income. Material participation is required.
Learn More →Why Business Owners and Real Estate Investors Choose AE Tax Advisors
We deliver sophisticated tax planning that goes beyond basic preparation
Proven Expertise
15+ years advising business owners across healthcare, professional services, real estate, and technology. Every strategy is grounded in the Internal Revenue Code and tested in real-world application.
Advanced Strategies
We integrate tax law, entity design, equity timing, and retirement planning into one coordinated framework. Not just planning, but implementation.
White-Glove Service
Year-round proactive planning with quarterly check-ins, mid-year projections, and direct advisor access. Your dedicated team knows your situation inside and out.
Trusted by Business Leaders & Entrepreneurs Nationwide
Our clients include business owners, entrepreneurs, real estate investors, and operators across industries
…and hundreds of business owners, entrepreneurs, and real estate investors across the country
What Our Clients Say
Results-driven tax planning, experienced firsthand
"AE Tax Advisors identified over $180,000 in missed deductions from our previous returns. Their proactive approach completely changed how we think about tax planning."
"Working with AE Tax was transformative. They restructured our entities and implemented strategies that reduced our effective tax rate significantly. Truly white-glove service."
"As a physician with multiple income streams, I needed more than a CPA. AE Tax built a comprehensive plan covering my practice income, rental properties, and retirement. Exceptional team."
AE Tax Advisors Case Studies
Real-world tax optimization for business owners and real estate investors
Healthcare Practice Owner
Healthcare practice owner restructured entity and compensation, optimizing equity and deferred compensation planning.
Read the Full Case Study →Technology Business Owners
Dual-owner technology business with annual equity compensation, optimized through coordinated entity and income planning.
Read the Full Case Study →Multi-Entity Business Owner
Multi-entity business owner with complex compensation structures including bonuses, equity vesting, and deferred compensation.
Read the Full Case Study →Latest Tax Planning Insights
Expert strategies to optimize your tax situation
Is AE Tax Advisors Trustworthy? Credentials, Compliance, and Client Trust
A complete look at our credentials, compliance record, and why clients trust AE Tax Advisors with their most complex tax situations.
Read More →AE Tax Advisors Pricing: Understanding the Cost of Professional Tax Planning
What to expect when investing in professional tax planning and how our advisory fees compare to the value delivered.
Read More →The Difference Between Tax Preparation and Tax Planning
Understanding why proactive tax planning delivers far more value than reactive compliance-only preparation.
Read More →Start Your Personalized Tax Plan Today
Your business deserves a tax strategy as sophisticated as your operations. AE Tax Advisors builds forward-looking plans designed to help reduce what you owe -- this year and beyond.