$285,000
Federal Tax Eliminated — Business Owner, $1.2M Net Income
"I had zero tax planning in place and was paying $285,000 in federal income tax every year. AE Tax Advisors took that to zero through a combination of real estate conversion, bonus depreciation, and tax credits I had never heard of."— BUSINESS OWNER · $1.2M NET INCOME + CONSULTING W-2
The Problem
Your Success Has Outpaced Your Tax Strategy
You've built something extraordinary. But the same CPA who helped you file your first Schedule C is still your advisor — and they're not equipped for the complexity of a $1M–$2M net profit business.
You know you have an S-Corp. Maybe one piece of real estate. But you sense — correctly — that you're leaving six figures on the table every single year. The communication is poor, the strategy is basic, and the books are a mess.
"They just are tired of their person. They hate the communication — or lack thereof — and they just want a bunch of help."
What We Do
The Strategy Your Income Demands
01
Comprehensive Tax Architecture
We design a complete tax strategy around your specific business structure, income level, and asset base — not a one-size-fits-all template.
02
Advanced Entity Structuring
Beyond the basic S-Corp. We identify and implement the right combination of entities to legally minimize your tax exposure at every level.
03
Real Estate Tax Integration
Whether you own one property or a portfolio, we integrate real estate tax strategies — cost segregation, depreciation, 1031 exchanges — into your master plan.
04
Bookkeeping Transformation
We take your disorganized books and build a clean, strategic financial infrastructure that supports aggressive planning and audit-proof documentation.
05
Year-Round Proactive Advisory
No more waiting until April. We are your proactive partner, identifying opportunities and communicating strategy changes throughout the year.
06
Specialized Strategies
Defined benefit plans, captive insurance, opportunity zones, charitable strategies, and more — the tools your standard CPA has never mentioned.
Who This Is For
This Is a Selective Engagement
We do not work with everyone. Our strategies require a specific financial profile to deliver the results we guarantee. You qualify if all of the following describe you.
You are netting between $1M and $2M annually from your business
You already have a CPA or tax professional, but feel underserved
You have an S-Corp and possibly one or more real estate holdings
Your bookkeeping is disorganized and you know it needs to be fixed
You are ready to invest $15,000–$20,000 for a strategy that saves $100,000+
You are tired of poor communication and want a true advisory partner
Client Results
What Happens When Strategy Meets Execution
Documented Client Tax Savings
$0
across featured case studies — all anonymized, all real
All case studies sourced from AE Tax Advisors' published records. All clients are anonymized. Dollar figures are rounded. Results vary by individual circumstances.
"AE Tax Advisors helped reduce our federal tax liability by 40% in Year 1 through strategic accounting elections, accountable plans, and targeted depreciation acceleration. The results were immediate and substantial."
Seven-Figure Business Owner
Professional Services, S-Corp — $850K Taxable Income
Accountable Plan · IRC §179 · Bonus Depreciation
"I had zero tax planning in place and was paying $285,000 in federal income tax every year. AE Tax Advisors took that to zero through a combination of real estate conversion, bonus depreciation, and tax credits I had never heard of."
Business Owner
$1.2M Net Business Income + Consulting W-2
STR Reclassification · Bonus Depreciation · ITC Coordination
"My S-Corp structure was costing me $295,000 a year in federal and self-employment taxes. After restructuring to a C-Corp with a proper fringe benefits package, we cut that by $118,000 annually — and built long-term equity in the process."
Business Owner
$1.5M Annual Business Income, Former S-Corp
C-Corp Election · Fringe Benefits · QSBS Treatment
"We had two commercial properties and were paying $385,000 in federal taxes. AE Tax Advisors coordinated solar investment tax credits with bonus depreciation across both entities and eliminated our federal income tax liability entirely."
Manufacturing Business Owner
$1.3M Annual Business Income, S-Corp + Partnership
Solar ITC · Bonus Depreciation · Entity Coordination
"I was a manufacturing business owner paying taxes on $1.8M in income with no real strategy. After implementing accounting elections, compensation arbitrage, and R&D credits, we saved $180,600 in Year 1 and over $165,000 annually going forward."
Manufacturing Business Owner
$1.8M Annual Pretax Business Income
Accounting Elections · R&D Credits · 1031 Exchange Sequencing
"As a C-suite executive with income across multiple sources, I had no coordinated plan. AE Tax Advisors built a strategy that saved $175,000 annually — and $425,000 over three years — while also creating significant long-term deferral benefits."
C-Suite Executive
$2.35M–$2.55M Combined Compensation + Real Estate
Deferred Comp · Cost Segregation · QBI Optimization
The Process
From Disorganized to Optimized
Five clear steps. No surprises. Most clients see their first strategy delivered within 3 weeks of the discovery call.
Apply
Complete our brief application to confirm you meet the qualifications for our engagement.
Discovery Call
A 30-minute call with our lead strategist to identify your biggest opportunities.
Strategy Build
We architect a comprehensive, customized tax plan specific to your business and income profile.
Implementation
We execute the strategy alongside you, handling the complexity so you can focus on growth.
Ongoing Partnership
Year-round advisory, proactive communication, and strategy updates as your business evolves.
Apply
Complete our brief application to confirm you meet the qualifications for our engagement.
Discovery Call
A 30-minute call with our lead strategist to identify your biggest opportunities.
Strategy Build
We architect a comprehensive, customized tax plan specific to your business and income profile.
Implementation
We execute the strategy alongside you, handling the complexity so you can focus on growth.
Ongoing Partnership
Year-round advisory, proactive communication, and strategy updates as your business evolves.