AE Tax Advisors

I had been running my dental practice for twelve years and paying what I thought was a fair amount in taxes. My previous accountant was a family friend who did a decent job filing returns but never once brought up tax strategy. When a colleague recommended AE Tax Advisors, I figured it was worth a conversation.

That first call changed everything. The team identified that I was still operating as a sole proprietor -- something my old CPA never flagged. They walked me through the benefits of an S-Corp election and showed me exactly how much I was overpaying in self-employment taxes. The numbers were staggering.

Beyond the entity restructuring, they performed a cost segregation study on the building I own where my practice operates. I had no idea that dental chairs, cabinetry, specialized plumbing, and even the parking lot could be depreciated on accelerated schedules. That alone generated over $40,000 in first-year tax savings.

They also set up a defined benefit plan that lets me shelter a significant portion of my income while building retirement wealth. The whole package -- entity restructuring, cost seg, and retirement planning -- saved me $87,000 in the first year.

What impressed me most was how clearly the team explained everything. No jargon, no pressure. They laid out the options, showed me the math, and let me decide. The implementation was seamless and they handled everything with my payroll provider and retirement plan administrator. If you are a practice owner still relying on a basic tax preparer, you owe it to yourself to talk to AE Tax Advisors.