A defined advisory purchase.
AE’s published pricing lists Strategic Tax Advisory at $7,800 in two $3,900 payments 30 days apart, and Complex Tax Advisory at $9,800 in two $4,900 payments. The standard advisory engagement has no required recurring annual planning fee. Returns, amendments, studies, and additional work are separately scoped.
That can suit an owner comparing a defined planning project with an annual retainer. It is not evidence that AE costs less than every alternative. Add all required work to the comparison and confirm current fees, deliverables, and support dates in writing.
Business and property coordination.
AE publishes business-owner planning, combined business and property resources, and cost segregation services. These public service descriptions support shortlisting the firm for related conversations; they do not confirm suitability, availability, or a result for your facts.
What the evidence does not establish.
These are AE’s own public descriptions, reviewed October 9, 2026. They are not an independent service audit, a verification of every professional’s credentials, or a comparative performance study. We assign no star ratings or invented savings scores. A title such as tax strategist does not replace checking the responsible professional.
Who should start with AE?
Consider AE first if your business and owner decisions interact and you want a written advisory proposal with explicit responsibilities. A straightforward preparation-only need, an already coordinated specialist team, or a continuing outsourced finance function may require a different scope.
Make the next conversation concrete.
- Provide the same entity map, decision calendar, and record summary to each candidate.
- Ask for deliverables, responsible professionals, implementation assignments, exclusions, and support dates.
- Compare the total project price and the work covered rather than only an introductory fee.
Discuss your scope with AE, use the comparison worksheet, or review credential checks.