AE Tax Advisors Short-Term Rental Case Studies

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.

Start with how the owner earns income and how the property is used. An employee who owns a rental, a physician with several properties and an operator leasing units have different tax profiles. The arbitrage business in this collection does not own the buildings, so it should not be evaluated as though it can depreciate purchased real estate.

Published AE Tax Advisors examples

How to compare the cases

A reported wage offset is not proof that every Airbnb owner can claim the same result. Ask the advisor to connect the projected deduction to your own participation facts and complete return. The excess business loss rules can matter even after nonpassive treatment is established.

Start with the baseline return and identify exactly what changed. Determine whether a reported amount refers to a deduction, a current tax difference or a projection over several years. Costs such as payroll, return preparation, a study fee and plan administration should be included in your own comparison.

Questions for the discovery call

Do the booking records support the customer-use pattern? Who performed the work? Were the furnishings purchased by the operator? Does the proposed deduction survive the owner-level loss limitations?

Ask for the assumptions in writing and for a separate list of facts still needed. A useful answer identifies both the potential opportunity and the work required to implement it. If an outside specialist must confirm a number, make that dependency visible in the plan.

Records to prepare

Booking history, participation records, purchase or lease agreements, furnishing invoices, depreciation schedules and prior suspended losses.

Use the most recent filed returns together with current financial information. Reconcile incomplete books before relying on a projection. Keep supporting records organized by entity and year so earlier deductions and carryforwards are not counted twice.

What these cases tell you about engagement scope

The collection gives you concrete topics to discuss with AE Tax Advisors. It does not establish what every advisory engagement includes. Confirm the analysis, implementation, tax-return work and continuing services in your own signed scope. The standard advertised advisory fee is $7,800 with no required recurring annual planning fee; separately scoped work can carry additional charges.

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.