Home About Us

Services ▾

Individual Tax Planning For High Earners Business Owner & Small Business Tax Services Deferred Compensation & Equity Compensation Retirement & Exit / M&A Tax Strategy Multi-state & Global Tax Planning Estate, Trust & Wealth Transfer Planning Tax Compliance & IRS Representation Cost Segregation Studies

Resources ▾

Blog FAQ Guides & Whitepapers Glossary

Contact Us Request a Consultation

Jack Zoom

Schedule your consultation with AE Tax Advisors.

Click the button below to join the Zoom meeting.

Click to Join Zoom Meeting

Advanced tax strategies for high-net-worth individuals and business owners.

✅ IRS Enrolled Agents ✅ Licensed CPAs 🔒 SOC 2 Compliant

Quick Links

Client Portal Request a Consultation About Us Our Team

Services

Individual Tax Planning Business Tax Services Equity Compensation Multi-State & Global Tax Estate & Wealth Transfer Retirement & Exit Strategy Tax Compliance & IRS Cost Segregation Studies

Resources

Blog Case Studies FAQ Guides & Whitepapers Glossary of Tax Terms

Contact

935 Lake Elmo Dr, Suite B
Billings, MT 59105

team@aetaxadvisors.com

Legal

Privacy Policy Terms of Service Disclaimer

© 2026 AE Tax Advisors. All rights reserved. | 935 Lake Elmo Dr, Suite B, Billings, MT 59105 | (631) 614-5762

Are You Leaving Tax Savings on the Table?

Get Your Free Tax Assessment