Connect the company and the owner.
Business growth changes the decisions on an owner's desk: entity structure, compensation, tax payments, asset purchases, documentation, acquisitions, and personal cash needs. AE's discovery process starts with what the business does and what the owner wants to accomplish.
A practical starting point.
Bring a description of the business, its entities, approximate annual revenue and profit, current advisers, and the decisions ahead. The discovery call helps establish whether the team's services fit the request and what an engagement would need to cover.
- Entity and owner-income planning conversations
- Business and personal return coordination
- Documentation and implementation priorities
- Asset and cost-segregation questions where relevant
Free profiles and advisory services are separate.
A directory profile does not require a tax engagement. Publicly researched features do not represent the subjects as clients. AE Tax Advisors owns and publishes Business Owner Index. This publication introduces our advisory services and gives established businesses a place to be discovered.
Start with a useful question.
Explore the owner planning library for checklists you can bring to a conversation. The right next step depends on your actual facts, not your revenue milestone alone.