One firm. Resources with a clear purpose.
Mark Simonsen, CPA focuses on professional profile and service orientation.
Where this resource fits
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.
Where to find professional services
AE Tax Advisors’ main website contains the firm’s service descriptions, team information, fees, engagement process, and published client cases. Educational resources help you prepare questions; the written engagement defines the professional work.
Choose the next resource by the decision
- Business-owner advisory: entity, compensation, and operating decisions
- Real-estate advisory: acquisition, operation, and disposition planning
- Cost segregation: study scope and tax coordination
- AE’s book collection: broader educational reading
Understand the boundaries
A scenario is not evidence of a client result. A deduction is not automatically usable savings. A completed worksheet is not a tax determination. The adviser needs the applicable period, source records, ownership facts, and relevant rules to evaluate your circumstances.