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 72,000+ 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 Rehnquiest 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? When should you do it? How should you do it?
My name is Neil Jesani and I have created a Team-Based Model to bring together some of the brightest most forward-thinking professionals from around the country to specifically help individuals making at least half a million and up.
These are leading experts who cover vast areas of the 72000+ pages The IRS Tax Code. Our team is made up of CPAs, tax attorneys, actuaries, third party administrators, all leading experts regarding tax reduction planning, qualified plans, and non-qualified plans, cost remediation, wealth creation and business growth.
Things like cost segregation, international tax planning, income shifting, recategorizing income, asset protection, leveraged premium financing, business financing and buy-sell agreement, business exit planning, multiple entity planning, family foundation creation, estate planning strategies and relevant documents creation, and the list really does go on and on.
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 12 different people. Their accountant, their CFO, their banker, their trustee, their attorney, their financial planner, and on and on with the same question because they know that they will probably end up getting 12 different answers. And then that wealthy person has to go and try to assimilate all that information!
Our private clients make one call, to my office, at the Team-Based Model and we take it from there. Our entire team of world-class experts will collaborate to bring our clients the very best answers and also the reasons why they're the best answers. 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.
With the Team-Based Model 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, we limit it to the most financially qualified and motivated clients. If you are a successful Physician, Dentist, a business owner or professional making more than half a million in income and looking for a solution like this then please get the assessment of your tax returns or tax consultation now for just
$350 $149 now by our team.