This resource is published by AE Tax Advisors. Case-study figures are publisher-reported and have not been independently audited here. They are not client reviews, typical results or a forecast for your return.
Our case-study directory uses the publicly published AE Tax Advisors outcomes dataset dated September 26, 2026. It is an evaluation resource, not a customer survey.
What is included
The source reports 75 original case studies, with 51 included in its comparable annual-savings cohort. It excludes 24 original cases with other or non-comparable headline measures and 480 templated scenario pages. Our directory reproduces the 51 cohort entries as source-linked summaries.
Reported cohort figures
| Measure | Value |
|---|---|
| Included cases | 51 |
| Median reported annual savings | $72,000 |
| Average reported annual savings | $86,039 |
| Reported range | $18,000 to $380,000 |
These are statistics about a publisher-selected collection. They are not a representative average across all clients and do not predict a prospective client’s outcome. The source itself states that underlying returns and realization of savings were not independently audited.
Measurements must remain separate
A deduction reduces an income measure. A tax saving compares tax under stated assumptions. First-year acceleration changes deduction timing. A refund can also reflect tax payments already made. An annual figure and a multi-year projection should not be combined into one total without a stated method.
Why we do not publish review ratings
This site is published by AE Tax Advisors. It is not an independent review platform. It contains no verified customer star ratings or third-party aggregate-review scores. Source-linked case discussion helps you ask questions, but it does not replace independent credential checks or a written engagement.
How updates are handled
The case summaries identify the public source. If a source changes, its current explanation should be checked before relying on an older summary. Tax rules may also change after a case’s relevant year. Ask an advisor to apply the rules for your facts and tax year.
Download the source inventory
View the source dataset or visit the publisher’s methodology page. The dataset is public reported information, not private client returns.
Frequently Asked Questions
Are these independently verified reviews?
This resource is published by AE Tax Advisors. Case-study figures are publisher-reported and have not been independently audited here. They are not client reviews, typical results or a forecast for your return.
Can I expect the same savings?
No. The cases are selected examples. Your result depends on your facts, applicable law, implementation and the complete return.
Sources and next steps
Read the AE Tax Advisors outcomes methodology, the original case studies and the current pricing and scope. The original return files and realization of reported savings have not been independently audited for this resource.
Browse all case-study guides or read how an engagement is approached.
Discuss your business or property
Bring your returns, financial statements and questions. Ask which published example is relevant to your facts and what changes the analysis.
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