MarkSimonsen
Managing Partner, Northwest Region | AE Tax Advisors
Advanced tax strategy for business owners, real estate investors, and entrepreneurs across the Mountain West. Not compliance. Strategy.
Built for the Mountain West.
Mark Simonsen is a Certified Public Accountant and Managing Partner of the Northwest Region at AE Tax Advisors. Based in Montana, Mark brings deep roots in the local business community and a sharp understanding of the tax challenges facing business owners and investors across the Mountain West.
With a career built on advanced tax strategy, Mark works with clients whose financial situations have outgrown standard compliance. His focus is on proactive planning that reduces tax liability, protects assets, and accelerates wealth building through real estate, entity structuring, and strategic positioning.
Specialized Tax Strategy
Mark works with business owners, real estate investors, and entrepreneurs who need more than basic tax preparation. Every engagement is built around strategies that produce measurable results.
Entity Structuring
Strategic entity design for business owners and investors. S-Corp elections, holding company architecture, and multi-entity frameworks that minimize tax exposure.
Real Estate Tax Planning
Comprehensive tax strategy for property investors. Depreciation optimization, 1031 exchanges, passive activity planning, and portfolio-level positioning.
Cost Segregation
Engineered cost segregation studies that reclassify building components into accelerated depreciation categories for substantial year-one deductions.
Short-Term Rental Strategy
STR tax optimization including material participation planning, the 7-day rule, and bonus depreciation strategies under current IRS guidelines.
Business Owner Optimization
Holistic tax strategy including reasonable compensation analysis, retirement plan design, income splitting, and multi-year strategic planning.
Prior-Year Amendments
Forensic review of prior-year returns to identify missed deductions and credits. Amended returns that recover tax dollars left on the table.
How It Works
Every engagement begins with a thorough analysis and ends with a clear, actionable strategy designed to produce real results.
Discovery Call
A focused conversation to understand your business, investments, and current tax position. Mark identifies the highest-impact opportunities before any engagement begins.
Strategic Tax Plan
A comprehensive, written tax plan with specific strategies, projected savings, and implementation timelines grounded in current IRS code.
Implementation
Mark and the AE Tax team execute the plan. From entity formation to cost segregation studies to amended returns. Ongoing advisory as your business grows.
What Clients Are Saying
Business owners and investors across the Mountain West trust Mark for results-driven tax strategy.
Mark found over $40,000 in missed deductions on our prior-year returns. His cost segregation study on our rental portfolio changed the entire trajectory of our tax position.
We were overpaying by tens of thousands every year. Mark restructured our entities and built a multi-year plan that has saved us more in two years than we spent in the last decade on accounting.
Finally, a CPA who thinks strategically instead of just filing returns. Mark treats our tax plan like a growth tool, not an annual chore. The difference is night and day.
Northwest Region Leadership
As Managing Partner of the Northwest Region, Mark leads AE Tax Advisors' presence across Montana and the Mountain West. Clients receive the full support of the AE Tax Advisors platform, including proprietary cost segregation studies, amendment recovery analysis, and multi-year strategic planning.
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Ready to Reduce Your Tax Burden?
Schedule a consultation with Mark to discuss your business, your investments, and the strategies that could save you thousands in taxes this year and beyond.
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