Physicians, Dentists, and Other High Earning IT Professionals & Business Owners!

Discover How To (Ethically & Legally) Reduce Taxes From Your High-Income Profession or Business...With Little-Known (to most CPAs, EAs and Accountants), IRS-Approved Strategies

If You're a Successful W-2 Employee, Professional or Business Owner, Are You Sure You're Getting Every Tax Break You Deserve?


We are a Team of CPAs, EAs, Tax Attorneys and CFPs to Serve ONLY High Income Clients Across the Country.

We can work with your existing CPA,EA or Accountant or become your permanent Tax Advisor & Accountant. 

Dr. Chen

Cardiologist, Florida


"My CPA referred me to Neil Jesani and Team for additional tax deduction strategy. They not only helped me reduce my income tax substantially but also helped me to secure my retirement income. They are very innovative and creative. Smart folks."

Dr. Sharma

Internist, New Jersey


"Neil has done a superb job in designing our asset allocation plan for defined benefit plan and personal investments portfolio. We were amazed to see the way Neil worked with our CPA for an additional tax deduction even though we have one of the best tax Accountant money can hire."

Dr. Singh

  Orthodontics, Texas


"If you want to save big money in your taxes beyond your CPA's skill, go talk to Neil Jesani. Every penny he will charge is worth many folds. He has the best team of experts. Very knowledgeable and resourceful guy."

Mr. Shah

Staffing Company Owner, California


"Neil Jesani and his team helped us put in the right qualified and non-qualified pension plan for our senior executives on top other innovative tax strategies. I would highly recommend Neil for the complex financial strategies that businesses should implement."

Dr. Patel

Pediatric Dentist, New Jersey


"I thought I have a best CPA who is specialized in dental industry and to my surprise Neil and his team of tax experts found substantial additional deductions for me. I regret that I paid so much more in taxes than I shouldn't have over last couple decades."

Mr. Chandra

Software Engineer, California


"My CPA referred to Neil about tax reductions strategies for my high income from base salary, bonus and RSUs of more than $1 Million. I am super impressed by Neil Jesani and team for innovative strategies, their approach and substantial deductions."

Mr. Bassanell

  Multiple Pharmacy Owners, New York


"Neil Jesani and his team helped us immeasurably by focusing on the need to improve income tax deductions and educating us about estate planning. They guided us through completing all the documentation in a way that was easy to understand."

Dr. Ali

Oral & Maxillofacial Surgeon, California


"Neil Jesani and his team helped us put in the right qualified and non-qualified pension plan for our senior executives on top other innovative tax strategies. I would highly recommend Neil for the complex financial strategies that businesses should implement."

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

If you are a successful business owner or an individual (including W-2 Salaried Employee) making more than $2 Million a year, or $10 Million+ in net-worth….and looking for an advanced tax strategies, then please book your free call today. You will be speaking with either Neil Jesani, CFP or Rich Hofmann, CPA, JD or Leslie Borgia, JD.

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 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 people are now asking their CPA's, "Why are we paying so much in taxes?" Why am I getting punished for my hard work?

While companies like Apple, GE, Exon, Boeing, Verizon, and others make billions in revenue but pay little or no taxes. Similarly, so many Billionaires are paying less than their secretary’s tax rate?

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.

What should you do irrespective of your W2 income or Business (or Independent Contractor) income?
My name is Neil Jesani and I have created a team of the brightest most forward-thinking CPAs, EAs, JDs and CFPs to specifically help individuals making at least $2 Million and up (more you make better our advice is).

These are experts who cover vast areas of the 75000+ pages The IRS Tax Code. We use the most timely, proactive tax planning solutions available today that are really used by some of the most successful and profitable organizations and individuals in the country.

When most successful people have important issues that keep them awake at night, they don't want to get up in the morning and call multiple people. Our clients make one call, to our office and we take it from there. Our expert staff will collaborate to bring our clients the very strategies. This gives our clients the confidence to know that they're making the very best decisions based on the newest most accurate proactive planning solutions available that are court tested and IRS approved.

I understand that the key to proactive tax planning is keeping the most of what you make today and for the generations to come because I want that too.
That means scouring your income and expenses for every available deduction, credit, loophole, and opportunity. And we do it without aggressive strategies, we do not flirt with the gray areas, and we certainly don't touch any red flags.
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, financial and business planning that shows our clients what to do, when to do it, and how to do it.

This is not for everyone and due to limited availability of our staff's time, we limit it to the most financially qualified and motivated clients. If you are a successful a business owner or professional (irrespective of W2 employee or self-employed) a making more than $2 Million in income and looking for a solution like this then please schedule your free tax consultation. You will be speaking with either Neil Jesani, CFP or Rich Hofmann, CPA, JD or Leslie Borgia, JD.   


We are a group of tax, accounting and financial experts with a CPA, EA, Tax Attorney or CFP designations. We specially trained and experienced to help high-income individuals and very successful business owners and professional firm owners.

Neil Jesani the is 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 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 personal and business tax strategies require to be implemented by certain times and some will take time for us to develop. So, we need to start working on this ASAP.

Neil Jesani Advisors


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