• REDUCE substantial tax burden with our advanced legal tax reduction strategies
  • ​INCREASE your net-worth with our smart and creative CFO functions
  • ​​​PROACTIVE estate planning and asset protections strategies by an experienced in-house attorney
  • ​​​ACCESS to in-house team of top CPAs, EAs, Tax Attorneys, and CFPs

If are you making $1 Million+ a year from your salary, bonus, RSU, stock option, side-gig, real estate or any other investments and looking for a sizable tax reduction, wealth creation & financial strategies by an in-house team of tax, accounting and financial experts then schedule a FREE 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 Mindy Huffman, CPA.


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 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. It’s not humanly possible for a single person to know all tax strategies!

And because of that, like most high income earners, it's costing you substantial amount 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 executives, engineers, physicians and other high W-2 earner professionals are now asking their CPAs, "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 CPA 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 with solid research and backing?"

Tax planning is about giving you a comprehensive plan for minimizing your taxes which is backed by the tax code and solid research delivered by an experienced team of tax professionals - not only now but in the future and at the time of transferring your wealth to your family.

We give you a plan for reducing your 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. We will show you how proactive planning can rescue those dollars. We offer real advanced tax, accounting, financial 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 a few for our clients that they feel most comfortable with after a detailed study of various tax codes and backed by solid research.

Our Comprehensive Tax, financial planning & CFO Services include..

Tax Planning, Preparation & Compliance

  • Identify, evaluate and implement advanced tax planning strategies
  • ​Prepare federal and state income tax returns
  • ​​Review of last 3 years' tax returns, existing tax strategies and compliance.
  • ​​Provide guidance and support on individual tax issues
  • ​​IRS notice/audit defense represented by our experienced, US Tax Court admitted attorneys

Asset Protection, Estate & Financial Planning

  • Potential estate tax mitigation strategies
  • ​​​​​Help to create appropriate estate planning documents by a licensed Estate Planning Attorney
  • Help in establishing proper risk management and asset protection strategies​​
  • ​​Help moving assets in various LLCs and trusts
  • ​Charitable donation strategies using cash, in-kind, donor advised fund, various trusts and foundation​​


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.

Neil Jesani is the 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 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. 


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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