Services
Aviation-focused tax planning and advisory
From acquisition through ongoing operations, AeroTax Advisory helps aircraft owners and aviation businesses structure decisions, manage risk, and stay compliant—nationwide.
Offerings
Services built for aviation
Clear guidance for high-value decisions, backed by aviation-specific tax expertise.
How we work
A straightforward process designed for complex aviation tax and ownership decisions.
01
Discovery call
We learn your goals, aircraft profile, and timeline, then outline the key tax and compliance considerations.
02
Strategy and structure
We recommend an approach for ownership, use, and documentation aligned to your situation and risk tolerance.
“The AeroTax Advisory Team’s aviation background and CPA expertise brought clarity to our ownership structure and helped us move forward with confidence.”
03
Implementation support
We coordinate with your legal and finance team to put the plan in place and keep the details consistent.
04
Ongoing optimization
As operations change, we revisit assumptions and keep planning current—so you’re not reacting at year-end.
Engagement options
Every aircraft and operation is different. These options help you choose the right level of support—final scope and fees are confirmed after an initial consult.
Project-based
Ownership planning
Ownership and use analysis
Entity and structure recommendations
Documentation checklist
Coordination with your team
Transaction support
Acquisition advisory
Pre-purchase tax considerations
State and compliance review
Timeline and action plan
Post-close planning steps
Monthly
Ongoing advisory
Proactive planning throughout the year
Estimated tax guidance
Decision support as needs change
Priority access and check-ins