Managing Partner, Northwest Region at AE Tax Advisors. Advanced tax strategy for business owners, real estate investors, and entrepreneurs across 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.
Mark's approach combines the rigor of a CPA with the strategic thinking of an advisor who understands how business owners and investors actually build wealth. He does not simply prepare returns. He builds tax strategies that move the needle.
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.
Strategic entity design for business owners and investors. S-Corp elections, holding company architecture, and multi-entity frameworks that minimize tax exposure while maintaining operational flexibility.
Comprehensive tax strategy for property investors. Depreciation optimization, 1031 exchanges, passive activity planning, and portfolio-level tax positioning for long-term and short-term rental portfolios.
Engineered cost segregation studies that reclassify building components into accelerated depreciation categories. Year-one deductions that dramatically reduce taxable income for commercial and residential property owners.
Short-term rental tax optimization including material participation planning, the 7-day rule, bonus depreciation strategies, and structuring STR portfolios for maximum tax efficiency under current IRS guidelines.
Holistic tax strategy for business owners including reasonable compensation analysis, retirement plan design, income splitting, C-Corp election analysis, and multi-year strategic tax planning.
Forensic review of prior-year tax returns to identify missed deductions, overlooked credits, and improperly classified assets. Amended returns that recover tax dollars left on the table.
Every engagement begins with a thorough analysis of your current position and ends with a clear, actionable strategy. Mark's process is designed to move quickly and produce real results.
A focused conversation to understand your business, your investments, and your current tax position. Mark identifies the highest-impact opportunities before any engagement begins.
A comprehensive, written tax plan with specific strategies, projected savings, and implementation timelines. Every recommendation is grounded in current IRS code and tailored to your exact situation.
Mark and the AE Tax team execute the plan, from entity formation to cost segregation studies to amended returns. Ongoing advisory ensures your strategy evolves as your business grows.
"The difference between paying taxes and overpaying taxes is having someone in your corner who understands the code and knows where to look."
Mark Simonsen, CPA
As Managing Partner of the Northwest Region, Mark leads AE Tax Advisors' presence across Montana and the Mountain West. AE Tax Advisors is a national tax advisory firm specializing in advanced tax strategy, cost segregation, and entity optimization for business owners and real estate investors.
Clients of Mark's practice receive the full support of the AE Tax Advisors platform, including proprietary cost segregation studies, amendment recovery analysis, and multi-year strategic planning, combined with Mark's regional expertise and personal attention.
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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