Bring clarity to your next tax planning decision.
Learn about Mark Simonsen, CPA, and find AE Tax Advisors resources for business ownership and real estate. Understand the engagement process before taking the next step.
Clarity before action.
- Define the decisionIdentify the event and desired outcome.
- Organize the evidenceGather the records behind the facts.
- Confirm next stepsDiscuss scope, responsibility, and timing.
Choose the question that matters now.
Explore the relevant guidance, understand the records behind the analysis, and bring the unresolved questions to your adviser.
Better information. More useful advice.
Start with your goals and current facts. An organized file helps the adviser identify the right questions, compare alternatives, and define the work ahead.
Prepare for your advisory conversation →- Recent returns and supporting schedules
- Current financial statements
- Ownership and planned transactions
- The questions requiring professional judgment
Specialized guidance. One advisory relationship.
This resource focuses on professional profile and service orientation. AE’s main site is the place to understand the firm, its professionals, published client cases, and the services available for your circumstances.
Understand this resource’s role →Bring your priorities to AE.
Discuss the decision ahead, the records available, and the advisory work that fits your circumstances.
Prepare for a property or business planning discussion
Define the decision first: a rental-property review, a study proposal, owner compensation or ongoing business planning. Compare real estate advisory, business-owner support and published scope and fees.
Bring the relevant financials, entity information, property schedules and decision deadline. Request an AE discovery call and confirm the professionals assigned to your engagement.