Tax Strategy for Business Owners & Real Estate Investors
Your Business Creates the Revenue. We Build the Tax Strategy to Keep More of It.
Year-round tax planning for business owners and real estate investors, with every strategy grounded in the Internal Revenue Code.
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How It Works
Three simple steps to a smarter tax strategy
Free Tax Assessment
A confidential consultation plus a complimentary 3-Year Tax Lookback.
Custom Strategy Design
A personalized multi-year plan built around your income and entity structure.
Ongoing Implementation
Quarterly reviews and mid-year projections, all year long.
Client Results That Speak for Themselves
Real tax savings delivered to business owners and real estate investors
Tax Planning Services
Business Tax Services
Entity structuring, S-Corp vs. C-Corp, and reasonable compensation.
Learn More →Cost Segregation Studies
Accelerated depreciation, priced at $1 per square foot.
Learn More →Real Estate Tax Planning
Depreciation, 1031 exchanges, and passive activity planning.
Learn More →Short-Term Rental Strategy
Material participation and bonus depreciation for STR owners.
Learn More →Rental Property Planning
REPS qualification, grouping elections, and repairs vs. improvements.
Learn More →CPA for Real Estate Investors
A specialist instead of a generalist for your portfolio.
Learn More →Equity Compensation
ISO and NSO exercise timing, RSU vesting, and AMT analysis.
Learn More →Equipment Leasing / Sec. 179
Up to $512K of equipment written off in 2026.
Learn More →Multi-State Tax Planning
Income allocation, nexus analysis, and residency planning.
Learn More →Retirement & Exit Strategy
Business sale planning, M&A structuring, and retirement income.
Learn More →Estate & Wealth Transfer
GRATs, IDGTs, QSBS, and generational wealth transfer.
Learn More →Tax Compliance & IRS
Return preparation, audit defense, and penalty abatement.
Learn More →Why Business Owners and Real Estate Investors Choose AE Tax Advisors
Proven Expertise
15+ years across healthcare, professional services, real estate, and technology.
Advanced Strategies
Entity design, equity timing, and retirement planning in one framework.
White-Glove Service
Quarterly check-ins and direct advisor access, year-round.
What Our Clients Say
Results-driven tax planning, experienced firsthand
"AE Tax Advisors found over $180,000 in missed deductions from our previous returns."
"They restructured our entities and cut our effective tax rate significantly. Truly white-glove service."
"I needed more than a CPA. They built one plan covering my practice income, rentals, and retirement."
AE Tax Advisors Case Studies
Real-world tax optimization for business owners and real estate investors
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 →