About Us
Our Mission
We Help High Earners Keep More of What They Earn
AE Tax Advisors was founded on one goal—to empower high-net-worth individuals and entrepreneurs with advanced, fully compliant tax strategies that reduce liability and accelerate wealth growth. Our team focuses on executives earning $500 K or more and owners of established businesses who need precision tax planning and strategic entity design.
Our Philosophy
Strategic, Ethical, and Completely Legal
We believe in clarity and confidence—not gray-area tactics. Every strategy we implement is based on IRS code, court rulings, and tested compliance frameworks built for sustainability. We work year-round to integrate your tax plan with your entity structure, investments, retirement goals, and family legacy planning.
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.
Founding Principal
Specialist in executive compensation & RSU tax planning.
Managing Partner
Advises entrepreneurs on S-corp optimization and owner compensation.
Senior Advisor
Focus on multi-state and international filing coordination.
Our Approach
A Process Built for High-Income Complexity
We deliver sophisticated tax planning that goes beyond basic preparation
Partner with AE Tax Advisors for Elite Tax Planning
Whether you’re a W-2 executive with restricted stock or a business owner navigating multiple entities, AE Tax Advisors helps you build a cohesive plan to retain more income and preserve wealth.