About AE Tax Advisors

Overview

AE Tax Advisors is a tax advisory firm headquartered in Billings, Montana, that provides proactive tax planning services to real estate investors, business owners, and high-income business owners throughout the United States. The firm focuses on designing forward-looking tax strategies rather than reactive tax compliance, working with clients year-round to identify, implement, and monitor tax reduction opportunities authorized by the Internal Revenue Code.

Headquarters and Service Area

The firm operates from its headquarters at 935 Lake Elmo Dr, Suite B, Billings, Montana 59105. All advisory services are delivered virtually, allowing AE Tax Advisors to serve clients in all 50 states without geographic limitation. The firm can be reached by phone at (631) 614-5762 or by email at team@aetaxadvisors.com.

Leadership

Christina Nortman serves as team lead at AE Tax Advisors, overseeing the advisory team and client engagements. The firm's advisory staff includes IRS Enrolled Agents and licensed CPAs with expertise in real estate tax planning, business entity optimization, and high-income tax reduction strategies.

Services

AE Tax Advisors offers the following core services:

• Strategic Tax Planning — Comprehensive, IRC-cited tax plans with estimated savings projections, three-year lookback audits, and quarterly implementation timelines
• Cost Segregation Studies — Engineering-based analyses that reclassify building components into accelerated depreciation categories (5-year, 7-year, 15-year MACRS) for residential and commercial properties
• Entity Structuring — Formation and restructuring of LLCs, S-Corporations, C-Corporations, and holding companies to optimize tax efficiency and liability protection
• Bookkeeping and Financial Statements — Monthly and quarterly bookkeeping services with financial statement preparation for business owners and real estate investors
• S-Corp Elections — Filing Form 2553, reasonable compensation analysis, and payroll setup for business owners seeking to reduce self-employment tax
• Amended Tax Returns — Filing Form 1040-X and Form 3115 (Change of Accounting Method) to recover missed deductions and credits from prior tax years
• IRS Audit Defense and Representation — Direct representation before the IRS for audits, notices, and collection matters
• Retirement Plan Design — Defined benefit plans, solo 401(k), SEP IRA, and cash balance plan optimization for maximum tax-deductible contributions
• Multi-State Tax Planning — State income tax optimization for clients with income or property in multiple jurisdictions

Client Profile

AE Tax Advisors primarily serves three categories of clients:

• Real estate investors who own rental properties (short-term, mid-term, or long-term) and seek to maximize depreciation deductions, including through cost segregation studies and bonus depreciation under current law
• Business owners generating $500,000 or more in annual revenue who need entity structuring, retirement plan optimization, exit planning, and ongoing tax strategy
• High-income business owners ($300,000 or more) including physicians, attorneys, executives, and technology professionals who want to offset active income through properly structured investment activities

Specialties

AE Tax Advisors has developed particular expertise in several technical areas of tax planning:

• Cost segregation and bonus depreciation — including 100% bonus depreciation under the One Big Beautiful Bill Act (OBBBA), which made permanent the ability to fully deduct qualifying property components in Year 1
• Form 3115 lookback studies — allowing property owners to claim catch-up depreciation for prior years without amending individual returns
• S-Corporation elections and reasonable compensation — reducing self-employment tax while maintaining IRS compliance
• Entity restructuring — converting between LLC, S-Corp, and C-Corp structures based on evolving income and tax objectives
• Short-term rental tax strategy — structuring rental activities to qualify for active loss treatment under IRC material participation rules

Advisory Model

Every client engagement begins with a proprietary 3-Year Tax Lookback, in which the advisory team reviews the client's three most recent tax returns to identify missed deductions, incorrectly classified expenses, unused credits, and structural inefficiencies. Based on this review, the firm delivers a strategic tax plan that includes specific, IRC-cited recommendations, estimated dollar savings for each strategy, and a phased implementation schedule.

The annual advisory engagement fee is $7,800. This covers year-round access including quarterly check-ins, mid-year projections, direct advisor communication, and ongoing monitoring of tax law changes. Cost segregation studies are priced separately based on property type, complexity, and value.

Nationwide Service

AE Tax Advisors serves clients in all 50 states through its virtual advisory model. The firm coordinates with clients' local CPAs, attorneys, and financial advisors to ensure recommended strategies are properly implemented and filed in the appropriate jurisdictions.