★★★★★
Dental Practice Owner Saves $87,000 with Strategic Tax Planning
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...
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★★★★★
Construction Company Owner Cuts Tax Bill by $112,000
Running a construction company with $3.2 million in annual revenue means big tax bills. For years my old CPA had everything lumped into one LLC with no real structure. I was...
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★★★★★
Tech Startup Captures $64,000 in R&D Tax Credits
We are a SaaS startup with twelve employees building software for the healthcare industry. I had heard of R&D tax credits but assumed they were only for companies with...
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★★★★★
Restaurant Group Saves $73,000 with Cost Segregation and Tip Credits
I own three restaurant locations in the Chicago area. Restaurants run on thin margins, so every dollar matters. My old CPA was fine at filing but never once mentioned the FICA Tip...
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★★★★★
Law Firm Partner Saves $95,000 Through Strategic Tax Planning
As a partner at a mid-size law firm, my income was significant but my tax planning was virtually nonexistent. My old CPA treated my K-1 income as a fixed number and just...
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★★★★★
Orthopedic Practice Saves $108,000 with Entity and Retirement Strategy
My orthopedic practice generates $1.8 million in revenue, and for years I was handing over a massive chunk to taxes because my CPA had no strategy beyond filing accurate returns....
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★★★★☆
Ecommerce Business Owner Recovers $52,000 in Missed Deductions
I run an online retail business grossing about $900,000 a year. I thought my taxes were handled properly until I sat down with AE Tax Advisors and realized my previous CPA was not...
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★★★★★
Management Consultant Saves $79,000 with Solo 401k and QBI Strategy
As a solo management consultant earning high six figures, I was maxing out a SEP-IRA and thought I was doing everything right. AE Tax Advisors showed me I was leaving significant...
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★★★★★
Manufacturing Company Saves $143,000 with R&D Credits and Cost Segregation
Our manufacturing facility does custom metal fabrication and product development. When AE Tax Advisors mentioned R&D tax credits, I said the same thing most manufacturers say --...
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★★★★★
Real Estate Brokerage Owner Saves $61,000 with S-Corp Strategy
I own a real estate brokerage with fifteen agents. For years I was paying way too much in self-employment taxes because my CPA never suggested an S-Corp election. Commission...
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★★★★★
Insurance Agency Owner Saves $88,000 with Captive Insurance Strategy
My insurance agency generates $2.4 million in premium volume. I had been with the same CPA for a decade, and while he kept me compliant, I always felt like there had to be more to...
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★★★★★
Digital Marketing Agency Owner Saves $47,000 in First Year
I grew my digital marketing agency from a laptop on my kitchen table to an eight-person team. Through all that growth, I was still filing as a sole proprietor and paying...
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★★★★★
Auto Dealership Saves $156,000 with Cost Segregation and LIFO Inventory
I own a multi-brand auto dealership in Houston. Dealerships are complex businesses with huge tax implications, and my old CPA was in over his head. He treated us like any other...
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★★★★☆
Boutique Fitness Studio Owner Saves $38,000 with S-Corp and Equipment Strategy
I opened my boutique fitness studio two years ago and was shocked by how much I was paying in taxes. As a sole proprietor, every dollar of profit was getting hit with...
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★★★★★
Veterinary Clinic Owner Saves $71,000 with Restructuring and Equipment Strategy
I own two veterinary clinics in the Raleigh area and my old CPA had both structured as a single partnership. AE Tax Advisors showed me that was costing me money in at least three...
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★★★★★
Short-Term Rental Owner Saves $94,000 Using STR Tax Strategy
I own four short-term rentals in the Scottsdale area and had no idea about the STR tax loophole until I talked to AE Tax Advisors. My old CPA treated my rental income as passive,...
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★★★★★
Multifamily Investor Saves $127,000 Through Cost Segregation
I purchased a 24-unit apartment complex in Orlando for $2.8 million. My old CPA was depreciating the entire building over 27.5 years using straight-line depreciation. When I...
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★★★★★
Commercial Real Estate Owner Saves $183,000 Across Three Properties
I own three commercial properties -- an office building, a retail strip center, and a warehouse -- all in the greater Philadelphia area. My previous CPA was doing basic...
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★★★★★
Surgeon Household Saves $211,000 with Real Estate Professional Status
My husband is a surgeon earning over $800,000 a year, and I manage our rental property portfolio full-time. For years, our CPA treated all of our rental losses as passive, which...
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★★★★☆
House Flipper Saves $63,000 by Restructuring Flipping Business
I flip eight to ten houses a year in the Las Vegas area. Most people do not realize that the IRS treats house flippers as dealers, not investors, which means flipping profits are...
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★★★★★
1031 Exchange Plus Cost Segregation Saves Investor $147,000
I sold a duplex in Seattle that had appreciated significantly and knew I needed a 1031 exchange to avoid a massive capital gains hit. My old CPA said he could "probably handle it"...
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★★★★★
Office Building Owner Saves $89,000 Through Cost Segregation
I bought a commercial office building for $1.2 million and my accountant was depreciating it over 39 years at a flat rate. When I asked about cost segregation, he dismissed it as...
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★★★★★
Syndication Investor Saves $76,000 with K-1 Optimization
I have invested in three real estate syndications -- two apartment deals and one industrial property. Every year I receive K-1s that I hand to my CPA, who plugs in the numbers...
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★★★★★
Land Developer Saves $98,000 with Installment Sales and Entity Strategy
I develop residential lots in northeast Florida. The profit margins on lot sales can be large, and without proper planning, the tax bills are brutal. My previous CPA reported...
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★★★★☆
NNN Lease Investor Saves $54,000 with Passive Income Strategy
I own several triple-net lease properties -- a pharmacy, a fast food restaurant, and a dollar store. The beauty of NNN is the simplicity -- tenants handle all expenses. The...
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★★★★★
Mixed-Use Property Owner Saves $105,000 with Cost Seg and Partial Disposition
I own a mixed-use building in San Antonio with retail on the ground floor and six apartments above. When I renovated the retail space last year, my old CPA just added the...
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★★★★★
Self-Storage Facility Owner Saves $82,000 with Bonus Depreciation
I purchased a 200-unit self-storage facility in Memphis. My old accountant treated it like a simple building -- one asset, one depreciation schedule, 39 years. AE Tax Advisors...
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★★★★★
Mobile Home Park Owner Saves $91,000 with Cost Segregation
I purchased a 45-space mobile home park in Alabama. Since the tenants own the homes and I own the land and infrastructure, my old CPA was not sure what could be depreciated. His...
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★★★★★
Vacation Rental Owner Saves $68,000 with STR Strategy and Cost Seg
I own a vacation rental in downtown Charleston that I self-manage. I handle guest communication, cleaning coordination, maintenance, and pricing myself. Despite spending hundreds...
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★★★★★
Build-to-Rent Investor Saves $113,000 with Construction and Depreciation Strategy
I build single-family homes specifically for long-term rental in the Boise market. When I started, I was just building houses, renting them out, and letting my CPA handle the...
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★★★★★
Cardiothoracic Surgeon Saves $134,000 with Multi-Strategy Approach
As a cardiothoracic surgeon earning over $750,000, I was told by my previous financial advisor that I "make too much money for any good tax options." That statement turned out to...
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★★★★★
Senior Attorney Saves $97,000 with Retirement and Charitable Strategy
As a senior partner at a DC law firm, my income was climbing year over year but my tax strategy was nonexistent. I was writing large checks to the IRS and my CPA's only advice was...
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★★★★★
Tech Executive Saves $156,000 with Equity Compensation Strategy
I am a VP at a public tech company with a compensation package heavily weighted toward RSUs and ISOs. Every tax season was a nightmare because my old CPA did not understand equity...
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★★★★★
Airline Captain Saves $78,000 with Per Diem and Real Estate Strategy
I have been flying for a major airline for twenty years and doing my own taxes the entire time. I figured a W-2 pilot with no business had limited tax planning options. AE Tax...
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★★★★★
Professional Athlete Saves $203,000 with Multi-State and Entity Strategy
Playing professional basketball means earning income in every state where I have a game. The multi-state tax filing is complicated enough on its own, but when you add endorsement...
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★★★★★
Independent Financial Advisor Saves $86,000 with Practice Restructuring
It is ironic that I help clients with their financial lives but was overpaying on my own taxes. As an independent financial advisor with my own RIA, I was filing as a sole...
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★★★★★
Dentist Saves $92,000 with Integrated Practice, Real Estate, and Retirement Strategy
I own my dental practice and the building it sits in. For years, my CPA treated them as one entity. AE Tax Advisors showed me that separating the practice from the real estate...
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★★★★☆
Pharmacist Saves $53,000 by Optimizing Multiple Income Streams
I work as a full-time pharmacist and run an online health education platform on the side. My old CPA treated my side business as a hobby and was not deducting any of the related...
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★★★★★
Chemical Engineer Saves $67,000 with Consulting and Real Estate Strategy
I am a chemical engineer at a major energy company and run a growing consulting practice on the side. Between my W-2 salary and consulting income, I was in a high tax bracket with...
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★★★★★
Sales Executive Saves $58,000 with Commission Income and Deduction Strategy
As a VP of Sales earning significant commissions, I had substantial unreimbursed business expenses -- travel, client dinners, conference attendance, vehicle costs, and a home...
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★★★★★
Auto Repair Shop Owner Recovers $43,000 Through Amended Returns
I ran my auto repair shop for nine years with a CPA who I now realize was just going through the motions. He never mentioned Section 179 for my equipment purchases -- lifts,...
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★★★★★
Freelance Designer Recovers $31,000 After Finding Errors in Prior Returns
As a freelance graphic designer, I trusted my old tax preparer to handle things correctly. She charged me $150 a year and I assumed that was a fair deal. It was not. AE Tax...
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★★★★★
Restaurant Owner Recovers $67,000 After Fixing Entity Structure and Claiming Missed Credits
My old CPA had my restaurant structured as a C-Corp. If you know anything about tax law, you know that a C-Corp makes absolutely no sense for a single-owner restaurant. I was...
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★★★★★
Real Estate Agent Recovers $89,000 After Discovering Unclaimed REPS Status
I spend over 2,000 hours a year working in real estate -- showing properties, negotiating deals, managing transactions, and supervising my team. I also own three rental properties...
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★★★★☆
General Contractor Recovers $28,000 in Missed Vehicle and Equipment Deductions
My previous accountant was deducting my work trucks using the standard mileage rate. Sounds reasonable, right? Except I own a fleet of four heavy-duty trucks that cost over...
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★★★★★
Physician Recovers $74,000 After Correcting Retirement Plan and Deduction Errors
My old CPA set up a SIMPLE IRA for my medical practice when I should have been in a defined benefit plan. The contribution limits are dramatically different -- a SIMPLE IRA caps...
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★★★★★
Ecommerce Seller Recovers $36,000 After Fixing COGS and Entity Errors
I sell products on Amazon and through my own Shopify store. My previous accountant was calculating cost of goods sold incorrectly -- she was not including inbound freight, customs...
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★★★★★
Solo Attorney Recovers $41,000 in Missed Professional Deductions
I am a solo practitioner attorney, and my old tax preparer was missing deductions that are standard for any lawyer in private practice. No home office deduction for the dedicated...
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★★★★★
Landlord Recovers $97,000 After Discovering 15 Years of Unclaimed Depreciation
I owned rental properties for fifteen years and my old CPA never once took depreciation on any of them. Fifteen years. Four properties. Zero depreciation claimed. When I tell...
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★★★★★
Salon Chain Owner Recovers $52,000 in Missed Deductions Across Three Years
I own a small chain of three hair salons. For six years, my old accountant did the bare minimum -- he filed accurate returns based on the numbers I gave him, and that was it. No...
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The average AE Tax Advisors client saves over $80,000 in taxes through strategic planning, cost segregation studies, entity restructuring, and amendment recovery. Schedule a free consultation to see what is possible for your situation.
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