NATIONAL FULL-SERVICE BOUTIQUE FIRM

One team for advanced tax, accounting, and advisory services

Bespoke Strategies for High-Income Earners and Businesses

40+ Team Members

24 Years of Existence

Strong National Presence

Fewer Than 500 Clients

Why Businesses and Professionals Trust Neil Jesani Tax Advisors?

We understand the unique challenges high-net-worth individuals and businesses face, from complex tax rules and strategic accounting needs to broader consulting, advisory, and business performance optimization. Our in-house team of experienced CPAs, Tax Attorneys (JDs), IRS Enrolled Agents (EAs), and tax planners work together to create a plan that fully addresses your financial goals. We don’t just handle taxes; we provide proactive, white-glove service so you can focus on growing your wealth and achieving lasting success.

Dealing with high tax liabilities or complicated investments like real estate, private equity, or crypto?

Seeking more than basic CPA services, including comprehensive tax planning, business advisory and consulting?

Frustrated by paying nearly half of your income in taxes and looking for legal ways to reduce the burden?

Wondering if high-income W-2 earners can enjoy the same strategic tax planning advantages as business owners?

Concerned you’re overlooking key opportunities in the 75,000+ pages of IRS code and other regulations?

About Us

Expert Tax Advisory, Trusted for Years

With over 15 years of experience, Neil Jesani Tax Advisor is committed to providing expert tax solutions tailored to your needs. Our goal is to help individuals and businesses maximize savings, ensure compliance, and navigate complex tax laws with confidence. Trusted by thousands, we simplify tax planning so you can focus on growing your wealth.

Services

Comprehensive Tax and CFO Services, Tailored for You

Tax Planning

Optimize your tax strategy with tailored solutions that reduce liabilities and maximize savings. Our experts provide proactive tax planning services, ensuring compliance while helping you keep more of what you earn.

Business Performance

Improve your business performance with expert accounting, CFO support, and strategic planning for growth, mergers, and exit strategies. Our tailored approach helps you optimize operations, manage financial complexities, and position your business for sustainable success.

Advisory

Get personalized advice from our experienced advisors to confidently navigate retirement, estate planning, succession, insurance, and tax strategies to achieve your personal and business goals.

Consulting

Unlock tailored solutions to optimize your business operations and achieve strategic goals. Our consulting services are designed to address your unique challenges, streamline processes, and drive sustainable growth.

Industries

Industries We Serve

At Neil Jesani Tax Advisor, we specialize in providing customized tax solutions for a wide range of industries. Our team understands the unique challenges each industry faces, and we offer tailored tax strategies that help businesses not only comply with regulations but also optimize their financial performance. Whether you’re in healthcare, technology, legal, manufacturing, or private equity, we work closely with you to identify opportunities for tax savings and ensure long-term success.

Healthcare

Optimizing tax savings and ensuring compliance in healthcare.

Legal

Tax and CFO solutions to navigate financial and tax challenges

Technology

Staying ahead with tax strategies for tech and media.

Private Equity

Specialized tax strategies for private equity firms.

Real Estate

Staying ahead with tax strategies in the real estate industry.

Manufacturing

Maximizing deductions and ensuring compliance for manufacturers.

Telecommunications

Specialized tax strategies telecom companies.

TIME IS OF THE ESSENCE!

Many tax strategies require to be implemented by certain deadlines and some will take time for us to develop. The earlier you begin, the greater the potential for tax savings!

If you are a W-2 salaried employee or a successful business/practice owner making more than $2 million a year or have a $10 Million plus net-worth then schedule a free 30 Minute Strategy call. Your personalized trategies will be presented by our senior tax professionals.

Our firm is based in Fort Lauderdale-Miami, Florida with clients nationwide.

Insights

Featured insights

Maximizing Charitable Donations: Strategies for Tax Efficiency and Impact