Executives, W-2 Earners, & Business Owners Making Over $500k Per Year:

We Will Deliver A 'Tax Rescue Analysis' To Uncover Hidden savings Your CPA Missed (And A Roadmap To Keep More of Every Dollar You Earn)

We will analyze your past 3 years of tax returns line-by-line and show you exactly how much your previous CPA missed.

Trusted By High-Net-Worth Professionals Nationwide

60+

Combined Years of experience

500+

high-net-worth clients served nationwide

18 Advanced Checkpoints Per Analysis

Does This 'Tax Rescue Analysis' Actually Work?

Hear from a few of our clients:

"AE identified that our multi-entity structure was missing a management company layer, which was causing us to forfeit QBI above the phase-out. Three years of potential recoveries we never knew existed."

Jason R.

MULTI-ENTITY E-COMMERCE

"They identified REPS qualification for my wife that our previous firm never evaluated, and paired it with cost segregation. It changed our entire real estate tax picture."

Michael K.

REAL ESTATE PORTFOLIO OWNER

"The cash balance plan recommendation alone fundamentally changed our retirement savings trajectory. Combined with PTE elections, our effective rate dropped substantially."

Tara S.

MEDICAL PRACTICE OWNER

Tax Disclaimer: AE Tax Advisors provides tax planning and advisory services. The information on this page is for general informational purposes only and does not constitute tax, legal, or financial advice. Tax laws are complex, subject to change, and dependent on individual facts and circumstances. All strategies referenced should be evaluated by a qualified tax professional in the context of your specific situation before implementation. Nothing on this page should be interpreted as a guarantee of any particular tax outcome.

Results & Testimonial Disclaimer: Client testimonials presented on this page reflect the specific experiences of those individual clients. These results are not typical and are not intended to represent or guarantee that any other client will achieve the same or similar results. Individual tax situations vary significantly based on income level, entity structure, state of residence, investment portfolio, and numerous other factors. Past client outcomes do not guarantee future results for any individual. Testimonials were provided voluntarily and clients were not compensated for their statements.

No Guarantee of Savings: Completion of the Tax Rescue Audit does not guarantee any specific tax savings, refunds, amended return recoveries, or other financial benefit. Some audits may identify no actionable findings. The audit identifies potential optimization opportunities based on our review — implementation of any strategies requires separate engagement and is subject to applicable tax law, IRS regulations, and the specific facts of your situation. All tax strategies carry risk and should be reviewed with qualified legal and tax counsel.

Experience Claims: The “60+ combined years” figure represents the aggregate professional experience of the AE Tax Advisors team. The “500+ clients” figure represents cumulative clients served across all engagements. These figures are provided for context and are not independently audited.

2025 OBBBA References: References to the One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, are based on the enacted legislation (Public Law 119-21) and currently available IRS guidance. Some provisions are subject to further regulatory guidance. The OBBBA provisions discussed are for educational purposes and do not constitute a comprehensive summary of all tax law changes.

Strategy-Specific Disclaimers: Captive insurance (Section 831(b)), QSBS (Section 1202), Opportunity Zone investments, charitable remainder trusts, grantor trust strategies, private placement life insurance, and related complex vehicles carry significant compliance requirements, potential penalties for improper implementation, and may not be suitable for all taxpayers. Each requires independent legal, tax, actuarial, and/or financial analysis. References are for educational purposes and do not constitute a recommendation.

CPA/Preparer References: References to “your CPA,” “your advisor,” or “your tax preparer” are general in nature and are not intended as criticism of any specific licensed professional. Tax preparation and tax planning are distinct services with different scopes and objectives.

Advertising Disclosure: This page is an advertisement for AE Tax Advisors' tax planning and advisory services. The free Tax Rescue Audit is a complimentary consultation and review offered to qualified prospective clients. There is no obligation to purchase any services.

Confidentiality: All client data is handled in accordance with AE Tax Advisors' privacy policy and applicable professional standards.

Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.