How It Works
From your first call to ongoing advisory -- here is exactly how AE Tax Advisors builds and implements your custom tax strategy.
Your Path to Tax Savings
A proven 6-step process that has helped hundreds of business owners and real estate investors reduce their tax burden.
Free Discovery Call
30-minute confidential call to understand your current tax situation, business structure, income sources, and goals. We identify the biggest opportunities and determine whether our advisory services are a fit. No obligation, no pressure -- just a straightforward conversation about your taxes.
Document Collection
We request your last 3 years of tax returns, K-1s, W-2s, 1099s, closing statements, and any relevant financial documents. Our secure client portal makes uploading easy. We handle all the organization -- you just send us what you have.
3-Year Lookback Analysis
Our team conducts a comprehensive review of your last 3 years of filed returns. We identify every missed deduction, overlooked credit, improper classification, and optimization opportunity. This analysis typically uncovers $50,000 to $500,000+ in potential savings from prior years alone.
Custom Tax Plan
We build your personalized tax optimization strategy with exact dollar savings for each recommendation. Your plan covers entity structuring, retirement plan design, cost segregation, accountable plans, Augusta Rule, income timing, and every applicable IRC-compliant strategy. Every recommendation includes the specific IRC section and implementation steps.
Implementation
We handle all the paperwork. Amended returns, entity elections, S-Corp filings, cost segregation studies, retirement plan establishment, bookkeeping cleanup -- whatever your plan calls for, we execute it. You approve, we implement. No loose ends.
Ongoing Advisory
Quarterly check-ins to review your financial position and adjust strategy. Mid-year tax projections to avoid surprises. Year-end planning sessions to lock in deductions before December 31. Your dedicated advisor knows your situation and is available when you need them. Our goal: keep your tax bill as close to $0 as legally possible.
What Makes Us Different
Three principles that set AE Tax Advisors apart from every other tax firm.
Proactive, Not Reactive
We build strategy before tax season, not after. Most CPAs look backward. We look forward to create deductions before the year ends.
Full Implementation
We do not hand you a plan and wish you luck. We handle every filing, election, and amendment ourselves.
Guaranteed ROI
Our average client saves 20x their advisory fee. If we cannot find savings that exceed your investment, we will tell you upfront.
Your Engagement Timeline
From first contact to ongoing partnership -- here is what to expect and when.
Ready to Get Started?
The first step is a free 30-minute discovery call. No obligation, no pressure -- just a straightforward conversation about your tax situation and how we can help.