NATIONAL FULL-SERVICE Tax advisory FIRM
Plan Smarter Strategies with a Trusted Tax Advisory Firm
Work with a professional tax advisory firm helping high-income individuals, entrepreneurs, and business owners plan smarter and pay less in taxes.
50+ Team Members
24 Years of Existence
Strong National Presence
Fewer Than 1000 Clients
Why Businesses and Professionals Trust Neil Jesani Tax Advisory Firm?
Our in-house team of experienced tax consultants, CPAs, senior Tax Attorneys (JDs), seasoned IRS Enrolled Agents (EAs), and creative tax planners work together to create a plan that fully addresses your tax, wealth and financial goals. We provide proactive, white-glove service so you can focus on growing your wealth, business, legacy and achieving lasting success.
Paying high taxes on your W-2 salary, bonuses, RSUs, or investment income?
Seeking more than basic CPA services, including comprehensive tax planning, business advisory and consulting?
Struggling with paying nearly half your income in taxes and want legal ways to reduce it?
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?
Strategic Tax Advisory Services
We provide tax and financial advisory services that help you improve your financial position and maximize your after-tax wealth
Tax Planning
Strategic tax planning to reduce your tax burden using the right legal structures, timing, and optimized deductions and credits
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
Executives and professionals with complex equity or bonus structures seeking to optimize their tax position and preserve wealth.
Business Owners & Practices
Growth-stage or multi-entity operations making more than $2 million a year or with a $10M+ net-worth seeking tax optimization strategies
Ready to Optimize Your Tax Strategy?
Schedule a consultation to explore how our strategic tax advisory services can benefit your specific financial situation.
Industries
Industries We Serve
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 telecom companies.
Our Proven 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 high-earning individuals, business owners, and professionals who require more than basic tax filing or bookkeeping. 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.
