# AE Tax Advisors

> Strategic. Precise. Proactive. Trusted.

- Canonical listing: https://agencysource.com/agencies/ae-tax-advisors
- Location: Billings, MT
- Categories: [AI & LLM Development](https://agencysource.com/categories/ai-development), [Accounting & Finance](https://agencysource.com/categories/accounting-finance), [Legal Services](https://agencysource.com/categories/legal-services), [Business Consulting](https://agencysource.com/categories/business-consulting)
- Services: Tax Law, Financial Advising & Planning, Accounting, Financial Consulting, Fractional CFO Services
- Team size: 10 - 49
- Hourly rate: $200 - $300 / hr
- Minimum project: $1,000+
- Founded: 2026
- Website: https://www.aetaxadvisors.com
- Listing: Not yet claimed
- Agency Source rating: no Agency Source reviews yet

## About

AE Tax Advisors is a tax advisory firm specializing in proactive tax strategy for business owners, investors, and high-income earners who need more than traditional tax preparation. We work primarily with business owners generating $500,000 or more in annual revenue, as well as high-income W-2 professionals seeking advanced and legally defensible tax planning strategies.

Unlike conventional CPA firms that focus mainly on annual filing and compliance, our firm is built around year-round advisory and long-term financial positioning. We help clients reduce tax exposure through strategic entity structuring, retirement plan optimization, quarterly tax planning, exit planning, real estate tax strategies, and advanced income offset solutions tailored to each client’s specific situation.

Our approach begins with a proprietary 3-Year Tax Lookback, where we review prior tax returns to identify missed deductions, credits, and planning opportunities. From there, we design customized tax strategies that align with each client’s business structure, income sources, investment activity, and long-term financial goals.

We advise clients on strategies involving S-Corp and LLC optimization, cost segregation studies, short-term rental tax planning, equipment leasing under Section 179, crypto mining depreciation, and other advanced tax planning opportunities permitted under the Internal Revenue Code. Every recommendation is designed with both compliance and practicality in mind.

AE Tax Advisors believes effective tax strategy should evolve alongside a client’s growth. Our advisory relationships include ongoing monitoring, quarterly reviews, mid-year projections, and direct access to experienced advisors who understand the complexities faced by entrepreneurs and high-income professionals.

We are committed to delivering strategic, customized, and transparent guidance that helps clients preserve wealth, improve financial efficiency, and make informed decisions with confidence.

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