NATIONAL FULL-SERVICE TAX ADVISORY FIRM
Strategic Tax Planning for Ultra High-Income Individuals and Successful Mid-Sized Businesses
Work with the best boutique Tax, Accounting, & Advisory firm for your Proactive Tax Planning, Compliance, Tax Controversies & Audits and CFO Services need.
70+ Team Members
25 Years of Existence
Strong National Presence
Fewer Than 1000 Clients
Why Businesses and Professionals Trust Our Boutique Tax Firm Nationwide?
Our in-house team of senior Tax Attorneys (JDs) experienced CPAs, seasoned IRS Enrolled Agents (EAs), and creative tax planners work together to create a holistic plan that fully addresses your tax, wealth, business and financial goals. We provide proactive and white-gloved advanced tax strategies to affluent business owners and ultra-high-income earners so you can focus on growing your wealth, business, legacy, and achieving lasting success.
Paying almost half of your income from W-2 salary, bonuses, RSUs, K1s or investment income in taxes?
Seeking more than basic CPA compliance services, including strategic tax planning, business advisory, and M&A consulting?
Wondering if ultra 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?
Tax Advisory Strategies for Ultra High-Income Earners
We provide holistic tax, comprehensive asset protection, estate planning, and financial advisory services designed to help you preserve what you have created and dramatically multiply your wealth.
Tax Planning
Strategic tax planning to reduce your tax burden using the right legal structures, timing, and optimized deductions and credits. Our planning also includes capital gains reduction strategies to help you save in the long run
Tax Controversy and Audit Defense
Strategic defense and expert representation for IRS audits, appeals, collections, and high-stakes tax disputes.
Business Performance
A clear review of your business operations to find tax-efficient growth opportunities and areas where you can improve performance
Exclusive Client Partnerships
We’re selective about our partnerships to deliver maximum value. Our clients
include:
High-Income W-2 Earners
We provide advanced tax reduction strategies to $2 Million+ W2 salary earner executives with complex equity compensation, RSU, bonuses, and other deferred income structures.
Business Owners & Practices
Growth-stage or mid-sized businesses with $50 Million to $500 Million revenue seeking for advanced tax strategies, strategic CFO functions or business growth advisory.
Ready to Optimize Your Tax Strategy?
If you are making $2 Million+ a year from your salary, bonus, RSU, stock option, business, practice, side-gig, real estate, or any other investments and are looking for a sizable tax reduction, additional wealth creation & financial strategies by highly talented in-house team of 70+ tax, accounting, and financial experts, then schedule a FREE call now!
Industries
Industries We Serve as a Boutique Tax Firm
At Neil Jesani Tax Advisory firm, we understand the specific rules and challenges in each industry and help you stay compliant while improving financial results.
We work with companies in healthcare, technology, legal, manufacturing, private equity, and more to find smart ways to save on taxes and strengthen long-term growth.
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 for telecom companies.
Our Proven High-Earner Tax Optimization Process
A systematic approach to maximizing your tax efficiency and financial outcomes.
Discovery & Diagnostics
In-depth review of prior filings, structures, and income flows to identify optimization opportunities and potential risks.
Strategy Blueprint
Customized “Tax ROI” report with modeled outcomes, presenting clear pathways to tax savings and financial optimization.
Implementation
Coordinated execution across tax, legal, and finance disciplines to ensure seamless implementation of agreed strategies.
Ongoing Optimization
Quarterly reviews, law updates, and mid-year adjustments to keep your strategy current with changing regulations and circumstances.
Standards That Define Our Tax Advisory Firm
We uphold the highest professional and data-security standards in all our engagements.
Professional Accreditation
A professional team with AICPA- and NAEA-affiliated specialists with expertise in complex tax situations
Data Protection
Encrypted client portals and SOC- aligned systems that keep your financial information secure and confidential
Transparency
Clearly defined engagement terms and no conflicts of interest to support your financial best interests
Common Questions Answered
Frequently Asked Questions
At Neil Jesani Tax Advisor, we understand that tax-related matters can be complex and often raise many questions. To help guide you, we’ve compiled a list of frequently asked questions to provide clarity and assist you in making informed decisions.
We specialize in serving ultra high income earning individuals, business owners, and professionals who require more than tax filing, compliance or accounting. Our team’s expertise helps clients navigate complex tax and financial challenges with strategic solutions.
We use a fully coordinated, in-house approach. Our CPAs, Tax Attorneys, and Enrolled Agents review your situation together, share insights, and build one unified tax strategy. This ensures every plan is accurate, compliant, and maximizes your tax savings.
Yes. Our team works with individuals, entrepreneurs, and multi-entity businesses. We can support everything from personal tax planning and equity compensation to business structures, deductions, and multi-state compliance.
Audits can happen to anyone, but our goal is to reduce that risk by making sure your filings are accurate and well-documented. If an audit does occur, our IRS-licensed Enrolled Agents and Tax Attorneys are fully equipped to represent you and manage the process.
Yes. We regularly work with clients who have complex income streams, including real estate portfolios, private equity, venture investments, alternative assets, and cryptocurrency transactions. We help ensure reporting is correct while maximizing available tax opportunities.
You can schedule a consultation through our website. We will review your tax situation, understand your goals, and explain how our team can help you improve your tax and financial outcomes.
The meaning of a boutique accounting firm refers to a specialized firm that works with a smaller group of clients and focuses on delivering personalized strategic accounting and tax advisory services. Unlike large firms, a boutique accounting firm emphasizes senior involvement and customized solutions for complex financial situations.
Boutique accounting firms focus on personalized accounting and financial services for a small group of clients. Boutique tax advisory firms provide a similar personalized service but specialize in tax planning, helping clients reduce taxes and comply with regulations. Our firm combines expert knowledge with attentive service to create advanced tax strategies for high-income individuals and business owners.
