This page answers common questions about working with AE Tax Advisors. The answers describe the firm's general approach and are not promises about any particular engagement. Specific scope, timing, and fees are discussed with you directly. The answers are general education and not tax advice.
About These Answers
The answers below describe AE Tax Advisors' general approach in plain terms. They are meant to help you decide whether to have a conversation, and to prepare questions. They are not a contract, and they are not a promise about the scope, timing, or price of any engagement. Those points are discussed with you directly and confirmed with you before work begins. If anything here differs from what you are told in a conversation with the firm, the conversation and the written scope control.
How to Test the Answers
You do not have to take the answers at face value. Use the guides on this site to test them. Ask the firm the questions in the checklist for hiring an advisor, ask for the scope in writing, verify credentials for the people who would work on your matter, and compare what you learn with other firms. A firm that welcomes those steps is behaving as a good firm should. If you would like to ask your questions directly, the discovery call is a good place to start, and you are free to decline afterward.
Where to Go for More Detail
Longer descriptions of the discovery call, the analysis process, implementation, and ongoing support are available in the how-we-work section. Those pages explain the stages in more depth and give examples of what each stage might involve.
Contacting the Firm
Contact details are published on the firm's websites, and the discovery call can be scheduled through the link on this site. If you have a question about the firm that is not answered here, you can ask it on the call or send it by email. Please avoid including sensitive personal information in a first message.
Frequently Asked Questions
What does AE Tax Advisors do?
AE Tax Advisors provides tax planning and advisory services, with a focus on business owners and real estate investors. Topics include entity structure, owner compensation, retirement plans, deductions, depreciation, passive loss rules, short-term rentals, exchanges, and reviewing prior returns. See How AE Tax Advisors Approaches Engagements.
Who does the firm work with?
Business owners, real estate investors, and high-income professionals are typical audiences. If you are unsure whether your situation is a fit, describe it on a discovery call. See Who AE Tax Advisors Serves.
How do I start?
The usual starting point is a discovery call, which you can schedule through the link on this site. The call is a conversation about your situation and goals, and it does not obligate you to hire the firm. See The Discovery Call: What to Expect.
What should I prepare for the call?
A general description of your situation, your goals, and your questions. You do not need to send sensitive documents in advance.
Will I get specific tax advice on the call?
The call is generally for understanding your situation and explaining how the firm works. Specific advice usually requires reviewing your documents.
What does an engagement typically involve?
Stages typically include discovery, information gathering and review, analysis, recommendations, implementation help, and follow-up. The exact scope depends on your needs. See Document Review and Analysis in a Planning Engagement.
How are fees set?
Fees depend on the work and are discussed directly with prospective clients. This site does not state fees. Ask about the pricing model, what is included, and what could change the fee. See Tax Advisory Pricing Models Explained.
Will I receive something in writing?
You should ask for a written description of scope and fees before work begins, and you can ask any firm for an engagement letter. See What an Engagement Letter Should Cover.
Does AE Tax Advisors guarantee savings or refunds?
No. Tax outcomes depend on facts and law, and no result is guaranteed. See What AE Tax Advisors Does Not Promise.
Does the firm provide legal advice?
No. The firm provides tax planning and advisory services. Legal matters such as forming entities and drafting agreements require an attorney, and the firm can coordinate with your attorney with your permission.
Can the firm help with prior-year issues?
The firm can review prior returns for potential errors or missed items and explain correction options, though not every issue can be corrected and time limits apply.
Does the firm help with notices and examinations?
Ask what is included in your engagement. Scope for notices and representation varies, and you should confirm it in writing. See Questions About Audit Support and Representation.
How do you handle risk?
The approach favors supportable positions, explains trade-offs and risks, and emphasizes documentation. See How AE Tax Advisors Thinks About Risk and Compliance.
Does this site publish client reviews?
No. This site does not publish reviews, ratings, star counts, or testimonials. See Our Policy on Reviews and Testimonials.
How can I share feedback with the firm?
See the feedback page for how to contact the firm directly. See Share Your Feedback with AE Tax Advisors.
Can I work with the firm from another state?
Ask about experience with your state during the discovery call. Much of the work can be done remotely.
What if I decide not to hire the firm after a call?
You are free to decline. Compare the answers with other firms, and choose the one that fits.
Want to Ask Your Questions Directly?
Book a discovery call with AE Tax Advisors to talk through your situation and ask the questions in these guides.
Book a Discovery CallEducational purposes only. This page is general education and is not tax, legal, or accounting advice. Descriptions of how AE Tax Advisors approaches engagements are general, and the scope, timing, and fees for any engagement are confirmed with you directly. Tax laws change and outcomes depend on individual facts. No result is guaranteed.