ARE YOU A

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 or EA's tax preparation services to real tax planning needs 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?
  • ​Think only self-employed can plan and reduce taxes but not high-income W-2 Salaries employee, executive or professional?
  • ​​Not getting every tax break of 75,000+ pages IRS code to reduce taxes now and in the future?

If you are a successful business/practice owner or a W-2 Salaried Employee making $2 Million+ a year or $10 Million+ in net-worth and looking to dramatically reduce your tax burden with IRS-approved strategies, then schedule a free call with our in-house team of senior Tax Attorneys and very experienced CPAs now. We are based in Fort Lauderdale-Miami, Florida with clients across the country. 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.

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. 

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About Neil Jesani's Book

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Our Professional Services

  • Personal, Business and Trust Tax Preparation and Compliance
  • Advanced Tax Reduction Strategies and Proactive Tax Planning
  • ​Tax Audit Defense by US Tax Court Admitted Highly Experienced Attorneys
  • ​Complete Business Accounting, Finance and CFO Services
  • ​Retirement Income, Life Insurance and Estate Planning Strategies
  • ​Investment Strategies, Wealth, Various Trusts and Charitable Foundations Management
  • ​Business Growth, Acquisition, Merger, Expansion and Exit Planning
If you are a successful business/practice owner or an individual (including W2 Employees) making more than $2 Million a year, or $10 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.

Schedule a Free 30 Minute Strategy Session with Neil Jesani & his Team Now! You will be speaking with either Neil Jesani, CFP or Rich Hofmann, CPA, JD or T.L. Turnipseed, JD, LLM or Leslie Borgia, JD or Dan Ruggiero, CPA.

CONTACT US

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