AE Tax Advisors Appointed Laura Bucko as COO
The Billings-based tax firm named Laura Bucko to lead its operations as it shifts toward continuous advisory services.
Updated on Oct. 5, 2026 in Taxes
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AE Tax Advisors has appointed Laura Bucko as its new Chief Operating Officer to oversee the firm's operations. The Billings-based company is currently transitioning its business model from seasonal tax filing to a year-round advisory structure.
Why it matters
This leadership change supports the firm's strategic pivot toward providing continuous tax planning and advisory services for business owners and real estate investors. By moving away from seasonal filing, the company aims to offer more integrated, long-term financial guidance to its nationwide clientele.
AE Tax Advisors maintains a reach across 47 states and has completed more than 500 cost segregation studies to date. The firm utilizes a staff of licensed CPAs and IRS Enrolled Agents to manage its internal client intake and document collection systems.
The players
Laura Bucko
She is the newly appointed Chief Operating Officer of AE Tax Advisors who previously served in the same capacity at Tax Strategy 365.
AE Tax Advisors
This Billings-based financial firm provides tax strategy, cost segregation studies, and advisory services to business owners and real estate investors across 47 states.
The details
Laura Bucko joins the Billings firm following a previous tenure as Chief Operating Officer at Tax Strategy 365. The company specializes in rental property tax planning and conducts quarterly reviews alongside mid-year projections for its business and real estate investor clients.
Timeline
October 5, 2026: AE Tax Advisors appointed Laura Bucko as Chief Operating Officer.
Market Dynamics
The firm's strategic reorganization follows the industry-wide trend of accounting firms moving away from seasonal, compliance-heavy workloads toward continuous, high-value advisory models. This shift forces firms to compete on their ability to offer ongoing tax optimization rather than traditional filing services.
Clients can expect changes to how the firm manages their tax planning through new, continuous advisory touchpoints rather than once-a-year filings. These improvements to scheduling and document delivery are intended to streamline the ongoing management of real estate and business tax positions.
The takeaway
The move signifies that tax planning is increasingly becoming a year-round commitment rather than a deadline-driven event. Investors should review their current tax strategies mid-year to ensure they are taking full advantage of proactive consulting services.
Further reading
For additional context on local business operations, visit the Taxes section.
More information
For more details on the firm's service offerings, visit the AE Tax Advisors homepage.
Live Poll
Do you prefer year-round tax advisory services over traditional seasonal tax return preparation?
