By the in-house team of experienced CPAs, EAs, JDs and CFPs


Our Professional Services

Tax Preparation and Compliance for Individuals, Businesses, and Trusts

Advanced Tax Reduction Strategies and Proactive Tax Planning

​Complete Business Accounting, Finance and CFO Services

​Tax Audit Defense by US Tax Court Admitted Experienced Attorneys

​Retirement Income, Life Insurance, and Estate Planning Strategies

​Investment Strategies, Trusts & Charitable Foundations Management

​Business Growth, Acquisition, Merger, Expansion and Exit Planning

Most of our clients make more than $2 million and have $10 Million plus net-worth but if you are making at least $1 Million a year from your W-2 salary, business, practice, investment or from any sources and looking for a sizable tax reduction and CFO services by the in-house team of experts, then book a call now

Schedule a Free 30 Minute Strategy call with Neil Jesani & his Team 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 Mindy Huffman, CPA.


High-Income Or High Net-Worth

Business Owner, Professional Or W-2 Salaried Individual…

  • Worried about BIG gain or income from Business, Practice, Real Estate, Stocks, Private Equity or Crypto Investments?
  • Have you outgrown your CPA's tax preparation services and need real tax planning by in-house Tax Attorneys & Experienced CPAs?
  • Paying almost half of your income in taxes and looking to dramatically reduce your taxes with Legal Tax Strategies?
  • ​Believe that only those who are self-employed can strategize and lower their taxes, but not high-income W-2 Salaried employees?
  • ​​Unable to utilize every tax benefit within the extensive 75,000+ pages of the IRS code to minimize current & future tax obligations?

If you are a successful business/practice owner or a W-2 Salaried Employee looking to dramatically reduce your tax burden with IRS-approved strategies, then schedule a call with our in-house team of senior Tax Attorneys and very experienced CPAs now.


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. 

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Many tax strategies require to be implemented by certain deadlines and some will take time for us to develop. The earlier you begin, the greater the potential for tax savings!

Our firm is based in Fort Lauderdale-Miami, Florida with clients nationwide.

Schedule a Free 30 Minute Strategy call with either Rich Hofmann, CPA, JD or T.L. Turnipseed, JD, LLM or Neil Jesani, CFP or Leslie Borgia, JD or Mindy Huffman, CPA.


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