Call/Text: (954) 800-8230
 (954) 800-3025

Are you a successful business owner, medical or dental practice owner looking for tax, Accounting & CFO Services?

  • REDUCE substantial tax burden with our advanced tax reduction strategies
  • ​INCREASE your practice's profit with our smart and creative CFO functions
  • PROACTIVE small business tax, accounting, finance and compliance approach
  • ACCESS to top CPAs, Tax Attorney and CFP for your business & personal needs
  • ALL-INCLUSIVE pricing for your complete tax, accounting & financial needs

We are a full-service boutique tax, accounting and financial firm with CPAs, Tax Attorney, CFP on staff catering to only high-income earners and high net-worth clients across the country. 

If your business or practice is netting (after all expenses) at least a half million a year (more you make better our advice is) and looking for a GUARANTEED TAX savings & Proactive CFO services by a team of experts then schedule a FREE call now!

So, How Do We Find Large Income Tax Deductions That Most CPAs, EAs and 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 72,000+ 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 Rehnquiest 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 medical and dental 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?"

Tax planning is about giving you a comprehensive plan for minimizing your taxes - 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 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 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
  • ​Assist with various tax audits, workers comp audits

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 and ongoing accounting functions
  • ​Implement accounting best practices and Guide internal control measures

Insurance, HR, Employee Benefits & Risk Management

  • Review and implement 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
  • ​Establish overall enterprise risk management system

Exit Planning & Wealth Management

  • Plan and prepare for eventual exit (acquisition, merger, selling or passing to next generation)  strategy for 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
Neil Jesani, Certified Financial Planner (CFP)

My name is Neil Jesani and over the last 20 years, I have helped more than 3,000 Physicians, 1,000 Dentists, 600 Independent Pharmacists and 3,000 other very successful business owners and professionals from across the country with reducing substantial taxes, increasing investment portfolio return with downside risk protection, almost doubling tax-free retirement income and creating an additional inheritance for their families.

It doesn't matter how many times I have 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 I have spoken at, or that I am author of the best-selling book "Win the War for Money and Success." All that matters is if my team and I can help you reduce your tax burden, achieve your desired retirement income, ideal lifestyle and create the legacy you want to leave for your family and charity.

I would love to send you my Amazon Best-Seller book 
“Win the War for Money & Success" as a gift.

  A practical, readable and a straight forward personal finance self-help book, Neil has done a  superb job of detailing real strategies that can be implemented immediately. Win the War for  Money & Success is a must read for high tax paying individuals and successful entrepreneurs. -Verne Harnish, Founder of the world-renowned Entrepreneurs Organization (EO), with over  14,000 members worldwide; author of many best-selling books including Scaling Up  (Rockefeller Habits 2.0)

  Reminiscent of “Rich Dad, Poor Dad”, Jesani’s book uses facts, figures and graphs to illustrate real options for investors. Jesani breaks down a wide variety of financial structures and institutions to not only explain their history and use, but provide a basis for readers to create their own strategy for financial security. - Ali Velshi, MSNBC Anchor and Business Correspondent for NBC News & MSNBC, Award winning Journalist, and author of Gimme My Money Back.

  Win the War for Money & Success reveals the strategies for people who end up paying a higher  percentage of their income in taxes. A must read! - T Harv Eker, #1 New York Times bestselling  author of Secrets of the Millionaire Mind™

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.
100% guarantee that we'll find much more tax deductions and cost savings for you and your business.

That's right. If you think, we haven't kept our-end of bargain then you get your money back - no questions asked.

Neil Jesani Advisors, Inc.

1300 Sawgrass Corporate Parkway, Suite 130, Sunrise, FL 33323

Call/Text: (954) 800-8230, Email:

Copyright @ 2022 Neil Jesani.  All rights reserved.
Don't Just Take Our Word For It...