Firm overview
AE Tax Advisors offers year-round tax planning for business owners and real estate investors, including entity planning, cost segregation coordination, and retirement and exit planning. Confirm services, fees, and the responsible professionals in your written engagement.
Documented service areas
- Business owner tax advisory
- Real estate tax planning
- Cost segregation
- Retirement and exit planning
Service categories reflect the cited source. Confirm current availability and your engagement scope with the firm.
What the listing establishes
- Firm name
- AE Tax Advisors
- Listed location
- Billings, Montana
- Source type
- Firm’s public website
- Tax advisory evidence
- Documented in cited source; confirm current scope
- Research date
- October 9, 2026
- Pricing
- Request a current written quote
Before you request a proposal
Describe your entities, owners, states, current tax preparer, and the decisions you need help with. Annual revenue alone does not identify your planning needs. Tell the firm which deadlines and transactions are coming up.
- Who will lead the work, and what credentials do they hold?
- Are preparation, planning, and implementation separately priced?
- Will recommendations and assumptions be delivered in writing?
- Who owns the next steps, and when will each be completed?
- What happens if your current preparer remains on the engagement?
Sources & corrections
We use public source records and do not assign independent performance ratings. Request a factual correction.