We are an in-house group of tax, accounting, and financial experts with CPA, EA, Tax Attorney, or CFP designations. We are specially trained and experienced to help high-income individuals and very successful business owners and professional firms. We ONLY provide our services to individuals and businesses where we can create lots of value and make a maximum impact on their taxes, finances, business, life, and legacy. We prioritize building capacity before accepting new clients to ensure we deliver WOW service and cultivate lifelong relationships with our clients.
Our clients are exceptionally intelligent, highly educated, and well-researched. They prefer to work with an in-house team of deeply knowledgeable tax, accounting, and financial experts, rather than a CPA or accountant who single-handedly prepares hundreds of tax returns for a wide range of clients. Due to their professional success and substantial income, our clients recognize the value of EXCEPTIONAL advice rooted in thorough research of tax regulations, court cases, and legal precedents, rather than relying on the average opinions of MEDIOCRE tax prepares. They also understand that quality aligns with cost, and that outstanding advice and service provided by a team of experts justifies reasonable fees.
Over the past 23 years, Neil Jesani, along with his team, has been the driving force behind aiding countless successful individuals nationwide in significantly lowering their taxes, enhancing business profitability, and crafting robust financial strategies for both individuals and businesses.
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 charity.