About AE Tax Advisors as Publisher
Helping Real Estate Investors Keep More of What They Earn
Our Mission
This educational publication helps readers organize questions about property basis, depreciation and study implementation. AE Tax Advisors provides advisory services for owners who need an analysis of their own facts.
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.
Our Services
Cost Segregation Studies
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.
Strategic Tax Planning
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.
Prior-Year Amendments
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.
Ongoing Advisory
- Engineering-Based Studies: Every cost segregation study is prepared using detailed engineering analysis, not estimates or rules of thumb.
- IRS Audit-Ready: All studies comply with the IRS Cost Segregation Audit Techniques Guide and include the documentation the IRS expects to see.
- All Property Types: We work with short-term rentals, long-term rentals, commercial properties, self-storage, hotels, restaurants, and more.
- Transparent Pricing: Our cost segregation studies are priced at $1 per square foot with no hidden fees.
- Nationwide Service: We serve real estate investors across all 50 states.
- Fast Turnaround: Most studies are completed within days, not weeks or months.
Our Philosophy
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.
Ready to Reduce Your Tax Burden?
Should I Get a Cost Segregation Study? gives property owners a framework for asking better questions before commissioning a study. Start with the property records, the intended holding period, and the owner’s wider tax situation. A study and the tax return are connected parts of the process.
What to collect before asking for a study
- Purchase and closing documents, plus support for the land allocation.
- Existing depreciation schedules and the property’s placed-in-service history.
- Renovation invoices, photographs, plans, and records of improvements.
- Questions for the return preparer about timing, documentation, and the effect of a future sale.
For help applying these questions to your situation, explore . You can also .
Put your planning questions to AE Tax Advisors
Cost Segregation Study Guide is an educational resource. For an analysis of your own business or property, review AE Tax Advisors’ relevant advisory services and book a discovery call.
General education, not individual tax advice. Examples do not establish eligibility or guarantee savings.