Attention!
High Earning Senior Executives, IT Professionals, Physicians, Dentists & Business Owners!
Discover How To Ethically & Legally Reduce Taxes From Your High-Income Profession or Business With RS-Approved Strategies
Receive Every Legal Tax Break, Deduction & Credit you Deserve
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 $1 Million a year, or $5 Million+ in net-worth….and looking for an advanced tax strategies, then please book your free call today. 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 CPAs, EAs & ACCOUNTANTS SEEM MISS?
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 IN-HOUSE team of the brightest most forward-thinking CPAs, EAs, JDs and CFPs to specifically help individuals making at least $1 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 reducing taxes 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.
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.
If you are a successful business/practice owner or an employee (from your W-2 salary, bonus, RSU, stock option) making more than $1 Million a year, or $5 Million+ in net-worth….and looking for an advanced tax reduction strategies, accounting & CFO services, estate, trust and other financial strategies by the in-house team of experts, then book a 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.
ABOUT NEIL JESANI ADVISORS
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.
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.
Dr. Chen
Cardiologist, Florida
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"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
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"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
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Mr. Shah
Staffing Company Owner, California
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"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
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Mr. Chandra
Software Engineer, California
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"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
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Dr. Ali
Oral & Maxillofacial Surgeon, California
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"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."
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!
We are based in Fort Lauderdale-Miami, Florida with clients across the country.
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