Client Reviews & Testimonials

See what business owners and real estate investors say about AE Tax Advisors.

4.8
★★★★★
Based on 127 verified client reviews
5 star
104
4 star
16
3 star
5
2 star
1
1 star
1
★★★★★

AE Tax Advisors saved me over $200K on my rental portfolio through cost segregation. Game changer.

MT
Michael T.
Real Estate Investor | 8 Properties
✓ Verified Client
★★★★★

Finally found a tax advisor who understands real estate investing. The amendment opportunities my previous CPA missed were worth the entire fee.

SK
Sarah K.
STR Portfolio Owner
✓ Verified Client
★★★★★

The entity restructuring alone saved my medical practice $189K in year one. Incredibly knowledgeable team.

JR
James R.
Physician | Private Practice
✓ Verified Client
★★★★★

Professional, thorough, and results speak for themselves. $142K in savings my first year.

PL
Patricia L.
E-Commerce Business Owner
✓ Verified Client
★★★★★

They found amendment opportunities my previous CPA missed. Got $87K back from the IRS.

DW
David W.
Real Estate Investor
✓ Verified Client
★★★★★

The cost seg on my commercial property identified $430K in accelerated depreciation. Phenomenal team.

RM
Robert M.
Commercial RE Developer
✓ Verified Client
★★★★★

As a dentist acquiring a new practice, the tax implications were overwhelming. AE Tax saved me $203K.

RB
Rachel B.
Dentist | Practice Owner
✓ Verified Client
★★★★☆

Very impressed with the depth of analysis. Only reason for 4 stars is I wish I found them sooner.

KM
Kevin M.
Restaurant Group Owner
✓ Verified Client
★★★★★

The proactive approach sets AE Tax apart. My effective rate dropped from 35% to 22% in one year.

AG
Andrew G.
Tech Company Founder
✓ Verified Client
★★★★★

I was skeptical at first but the initial tax plan was so detailed I signed the engagement on the spot.

LH
Lisa H.
Multi-Unit Franchise Owner
✓ Verified Client
★★★★★

Running a law firm with 12 partners, tax planning is critical. AE Tax implemented a defined benefit plan brilliantly.

NP
Nancy P.
Managing Partner | Law Firm
✓ Verified Client
★★★★☆

Solid tax advisory. They restructured my consulting business and saved me $76K. Good communication.

TC
Thomas C.
Management Consultant
✓ Verified Client
★★★★★

As a healthcare executive with complex compensation, AE Tax delivered a $167K savings plan. Outstanding.

JF
Jennifer F.
VP of Operations | Healthcare
✓ Verified Client
★★★★★

Three CPAs in a decade. AE Tax is in a completely different league. The 20-page tax plan was incredible.

BN
Brian N.
Real Estate Investor | 12 Units
✓ Verified Client
★★★★★

My Airbnb portfolio now generates paper losses that offset my W-2 income. Saved $134K last year.

EV
Emily V.
W-2 Professional + STR Investor
✓ Verified Client

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