About Us

Our Mission

We Help High Earners Keep More of What They Earn

AE Tax Advisors was built around a simple observation: high-income professionals often pay more in taxes than necessary — not because they’re careless, but because their tax planning is reactive rather than proactive. Our team builds forward-looking, fully compliant tax frameworks for executives earning $500K+, physicians, attorneys, and business owners who have outgrown basic tax preparation. Every strategy we recommend is grounded in the Internal Revenue Code, documented for defensibility, and designed to work within the law.

Our Philosophy

Tax Planning That Sees the Full Picture

Most tax firms optimize in isolation. We work to integrate your tax plan with your entity structure, equity compensation schedule, retirement goals, and estate plan. The result is a coordinated strategy where the pieces work together. Our clients include C-suite executives, partners at professional firms, healthcare professionals, and founders of
established businesses.

Our Approach

A Process Built for High-Income Complexity

We deliver sophisticated tax planning that goes beyond basic preparation

Comprehensive Discovery

We analyze your income streams, entities, compensation mix, investment accounts, and prior-year returns to identify potential planning opportunities. This is a detailed review, not a quick intake call.

Strategic Design

We develop a multi-year tax plan that coordinates entity elections, retirement contributions, equity timing, deduction strategies, and state filing positions into one documented framework.

Year-Round Support

Tax planning is not a one-time event. We monitor legislative changes, track your income against projections, and adjust your strategy on an ongoing basis. When the tax code changes, your plan adapts.

Our Team

The Advisors Behind Your Tax Strategy

AE Tax Advisors is led by seasoned Enrolled Agents, CPAs, and consultants who understand the unique complexities faced by high-earning W-2 professionals and multi-entity owners. Our collective experience spans finance, healthcare, law, real estate, and technology.

Mark Simonsen, CPA

Founding Principal - Mountain West Region

Christina Nortman, CPA

Managing Partner - Northeast Region

Adam West, EA

Senior EA

Ready to Work With Advisors Who Think Ahead?

Whether you’re a W-2 executive with restricted stock or a business owner managing
multiple entities, AE Tax Advisors builds plans tailored to your situation.