• REDUCE substantial tax burden with our IRS Approved tax reduction strategies
  • ​INCREASE your business/practice's profit with our smart and creative CFO functions
  • ​PROACTIVE small business tax, accounting, finance and compliance approach
  • ​ACCESS to top in-house CPAs, EAs, Tax Attorneys and CFPs for your business & personal needs
  • ​ALL-INCLUSIVE pricing for your complete tax, accounting & financial needs
If your business or practice is netting at least a million a year (more you make better our advice is) including your salary, owner's distribution, K-1s or dividend and looking for a GUARANTEED Tax Savings, Increasing Profitability & Proactive CFO services by an in-house team of tax, accounting and financial experts then schedule a FREE call now! You will be speaking with either Rich Hofmann, CPA, JD or T.L. Turnipseed, JD, LLM or Neil Jesani, CFP or  Leslie Borgia, JD or Dan Ruggiero, CPA.

So, How Do We Find Large Income Tax Deductions That Most Accountants Seem Miss?

See the truth is the world is full of CPAs, Enrolled Agents, Accountants, Tax Preparers, who do little more than record history.....putting the right numbers, in the right boxes, in the right forms, by the right deadlines, to keep you out of trouble. But then they call it a day. Tax preparation and doing the company's financial compliance work is not a substitute for advanced tax planning.

The reason why most accountants don't do more is because they have way too many clients and they simply do not have enough time to learn all of the various strategies from the 75,000+ pages of The Internal Revenue Code. Honestly, it’s not humanly possible for a single person to know all tax strategies!

And because of that, like most high income earners and business owners, it's costing you five, six, or even seven figures every year in taxes you don't need to pay. The late supreme justice William H Rehnquist said, "There is nothing wrong with a strategy to avoid the payment of taxes. The Internal Revenue Code doesn't prevent that."

More and more successful business owners, medical, dental, law and other professional practice owners are now asking their CPA's, "Why are we paying so much in taxes?" Why am I getting punished for my hard work? I mean think about it, what is your accountant actually doing to make sure you get all the breaks that you deserve and when was the last time your CPA came to you and said… "Here is an idea that will save you lot’s money with solid research and backing?"

Tax planning is about giving you a comprehensive plan for minimizing your taxes which is backed by the tax codes and solid research delivered by an experienced team of tax professionals - not only now but in the future and at the time of transferring your wealth to your family.

We give you a plan for beating the IRS legally. We'll find the missing opportunities that may be costing you thousands, tens of thousands, or even hundreds of thousands of dollars in taxes, you don't need to pay. Then show you how proactive planning can rescue those dollars. We offer real advanced tax, accounting, financial and business planning that shows our clients what to do, when to do it, and how to do it.

Our in-house team of tax attorneys and CPAs are constantly evaluating various tax strategies and only select few for our clients that they feel most comfortable with detailed study of various tax codes and baked by solid research. We standby to our tax plan and represent to you in the US Tax Court if needed by an in-house team of US Tax Court admitted experienced attorneys.

Our Comprehensive Tax, Accounting & CFO Services include..

Tax Planning, Preparation & Compliance

  • Identify, evaluate and implement advanced tax planning strategies for company and owners
  • ​Prepare company federal and state income tax returns
  • ​​Review of last 3 years' tax returns, existing tax strategies and compliance.
  • ​Prepare the owners of the company’s individual federal and state tax return
  • ​​Provide guidance and planning on company and individual tax issues
  • ​​IRS notice/audit defense represented by our experienced, US Tax Court admitted attorneys

Business Finances & Accounting

  • Sounding board for the issues that concern you and the ideas you have for the growth of your business
  • ​Help prioritize future financial expenditures 
  • ​​Discuss strategies to maximize profits, minimize potential threats, and accomplish the vision of the company
  • ​​Review cash flow management, debt reduction strategies, and expense management
  • ​Setting up proper accounting systems, dashboard and ongoing accounting functions
  • ​​Implement accounting best practices and Guide internal control measures

Insurance, HR, Employee Benefits & Risk Management

  • Review and advice on the appropriate insurance coverages for the business and owners
  • ​Review and implement appropriate employee benefits programs either for tax or talent acquisition purposes
  • ​​​Review and implement executives/key persons compensation and retention plans
  • ​Help in evaluating and acquiring senior executive for your business or practice
  • ​​Establish overall enterprise risk management system

Exit Tax Planning, Wealth & Financial Planning

  • Plan and prepare for eventual exit (acquisition, merger, selling or passing to next generation) strategy for your company
  • ​Establish appropriate entity structure and number of entities 
  • ​Implement tax mitigation strategies at the exit
  • ​​Help create appropriate business, estate and trusts legal documents
  • ​Investment management and intergenerational wealth transfer strategies
  • ​Charitable giving strategies and foundation administration help


We are an in-house group of tax, accounting and financial experts with a CPA, EA, Tax Attorney or CFP designations. We are specially trained and experienced to help high-income individuals and a very successful business/professional firm owners. We ONLY provide our services to individuals and businesses where we can create lots of values and make a maximum impact on their taxes, finance, business, life, and legacy. We build capacity first before we take additional clients to provide the WOW service and build life-long relationship with our clients.

Our clients are extremely smart, highly educated and well researched. They prefer to deal with an in-house team of highly knowledgeable tax, accounting, and financial professionals rather than solo CPA or Accountant who focuses on preparing hundreds of tax returns single handedly for any & everybody and/or on book-keeping. Our clients, being very successful professionally and highly paid, understand the value of GREAT advice that is backed by solid research of tax codes and court cases rather than some MEDIOCRE tax person's opinion. They also understand, generally you get what you pay for and the great advice and service from an expert team of professionals warrants reasonable fees.

Neil Jesani is the founder and over the last 23 years, he has helped numerous successful people across the country with reducing their taxes substantially, increasing their business profitability, and creating solid financial plans for individuals and businesses alike.

It doesn't matter how many times Neil has been featured in The Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk and Fox Business, or how many medical and non-medical national and regional conferences he has spoken at, or that he is the author of the best-selling book "Win the War for Money and Success." 

All that matters to him is that his team of in-house seasoned professionals can help you reduce your tax burden, increase your business or practice's efficiency, achieve your desired retirement income and ideal lifestyle, and create the legacy you want to leave for your family and for charity. 

Time is of The Essence...

Here's why...

Many tax strategies require to be implemented by certain times and some will take time for us to develop. Sooner you start better the tax savings are!

Neil Jesani Advisors


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