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AE Tax Advisors

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Overview

$5,000+

Min Project Size

10 - 49

Employees

2026

Year Founded

ABOUT AE TAX ADVISORS

Strategic. Precise. Proactive. Trusted.

AE Tax Advisors is a tax consulting firm focused on proactive tax strategies for business owners, investors, and high-income earners who require more than basic tax preparation services. We primarily assist business owners with annual revenues of $500,000 or more, as well as high-paying W-2 employees seeking sophisticated and legally sound tax planning techniques. Unlike traditional CPA firms that concentrate on annual filings and compliance, our approach emphasizes year-round advisory services and long-term financial strategies. We help clients minimize tax liability through strategic entity structuring, optimizing retirement plans, quarterly tax planning, exit strategies, real estate tax tactics, and advanced income offset solutions customized to each client's unique circumstances. Our process starts with a proprietary 3-Year Tax Lookback, where we analyze prior tax returns to uncover missed deductions, credits, and planning opportunities. We then create tailored tax strategies that align with each client's business structure, income sources, investment activities, and long-term financial objectives. Our advice covers S-Corp and LLC optimization, cost segregation studies, short-term rental tax strategies, Section 179 equipment leasing, crypto mining depreciation, and various advanced tax planning opportunities allowed under the Internal Revenue Code. Every recommendation is made with compliance and practicality in mind. AE Tax Advisors believes that effective tax strategies should grow with a client's success. Our advisory relationships involve continuous monitoring, quarterly assessments, mid-year projections, and direct access to knowledgeable advisors who understand the challenges faced by entrepreneurs and high-income professionals. We are dedicated to providing strategic, customized, and transparent guidance to help clients safeguard wealth, enhance financial efficiency, and make confident, informed decisions.
LANGUAGES SPOKEN
English
HIGHLIGHTS

$5,000+

Min Project Size

10 - 49

Employees

2026

Year Founded

Services
Focus
Industries
Clients
Services Provided
70% Tax Consulting
30% Business Consulting Services

About the Team

OUR STORY
AE Tax Advisors specializes in tax strategies tailored for business owners and high-income earners who seek more than traditional tax preparation. Serving primarily business owners with revenues over $500K, the firm offers expertise in entity structuring, retirement planning, quarterly tax strategies, exit planning, and real estate cost segregation. They also assist high-income W-2 earners with advanced deductions like equipment leasing and crypto-related depreciation. Unlike standard CPA firms, AE Tax Advisors emphasizes strategic, year-round tax planning that adapts to clients' evolving financial situations. Their process begins with a comprehensive 3-Year Tax Lookback to uncover missed opportunities, followed by personalized tax plans grounded in deep IRS knowledge. With continuous advisory support, their clients range from top professionals to entrepreneurs nationwide.

Projects & Clients

Project Size & Rate
Minimum Project Size

$5,000+

Locations

Headquarters

935 Lake Elmo Drive, Suite B

Billings, Montana, United States 59105
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