Helping Real Estate Investors Keep More of What They Earn
AE Tax Advisors is a specialized tax advisory firm focused on helping real estate investors minimize their tax burden through proven, IRS-compliant strategies. Founded on the belief that every investor deserves access to the same tax planning tools used by institutional real estate firms, AE Tax Advisors provides cost segregation studies, strategic tax planning, and ongoing advisory services to property owners nationwide.
The firm was built around a simple observation: most real estate investors pay far more in taxes than they need to. The tax code is filled with provisions designed to encourage real estate investment, but many investors and even their CPAs are unaware of strategies like cost segregation, bonus depreciation, and material participation rules that can dramatically reduce taxable income.
Engineering-based cost segregation studies for all property types, including short-term rentals, long-term rentals, commercial properties, self-storage facilities, hotels, and restaurants. Each study is IRS audit-ready and prepared in compliance with the IRS Cost Segregation Audit Techniques Guide.
Comprehensive tax planning that goes beyond cost segregation. We analyze your entire real estate portfolio to identify every available deduction, credit, and strategy, including bonus depreciation, Section 179, partial asset dispositions, real estate professional status qualification, and prior-year amendment opportunities.
Many investors have owned properties for years without ever performing a cost segregation study. Through lookback studies under IRC Section 481(a), we help investors claim missed depreciation deductions from prior years without amending previous returns.
Tax strategy is not a one-time event. AE Tax Advisors provides ongoing advisory services to help investors plan acquisitions, dispositions, 1031 exchanges, and entity structuring with tax efficiency in mind.
We believe that tax planning should be proactive, not reactive. Too many investors file their taxes each year without ever exploring the strategies available to them. At AE Tax Advisors, we take the time to understand each client's portfolio, goals, and financial situation before recommending a strategy. We do not sell one-size-fits-all solutions. Every recommendation is tailored to the client's specific situation and backed by the relevant IRC provisions and Treasury regulations.
Our commitment to quality means we would rather turn away a client whose property does not justify a cost segregation study than deliver a study that provides minimal value. When we recommend a study, we are confident the savings will far exceed the cost.
Schedule a free discovery call with AE Tax Advisors and find out how much you could save.
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