About Neil Jesani Advisors, Inc.

Neil Jesani Advisors, Inc. is an accounting and consulting firm with deep industry expertise providing tax, accounting, and advisory services to public and private entities and high-earning individuals.

About Us

A Dedicated In-House Team of Senior CPAs, Tax Attorneys, EAs, and Tax Planners

Neil Jesani Advisors, Inc. is an in-house team of senior CPAs, Tax Attorneys (JDs), IRS Enrolled Agents (EAs), and experienced Tax Planners. By uniting all expertise under one roof, we adapt quickly to changes in financial regulations, tax laws, and market trends, taking a proactive approach so our clients avoid surprises and seize opportunities. Our white-glove service ensures you always feel valued and supported every step of the way.

OVER THE PAST

24 YEARS...

We have been implementing tax reduction strategies for high income and high net worth business owners, professionals, and W-2 salaried individuals

Neil has been fea.tured in the Wall Street Journal, CNN, Forbes, Inc. Magazine, CBS, NBC, Treasury and Risk, and Fox Business, spoken at many medical and non-medical regional and national conferences, and has authored the best-selling book “Win the War for Money and Success.” All that ultimately matters to Neil, however, is that his team of in-house trusted tax consultants help you reduce your tax burden, increase your business or practice’s efficiency, achieve your desired retirement income and lifestyle, and establish the legacy that you want to leave for your family and charitable contributions.

2001

YEAR FOUNDED

Providing tax, accounting, and business advisory to high-income and high net-worth individuals for 24 years.

99%

YEAR FOUNDED

We value long-term relationships with our clients and provide tailored service

35+

Team members

Our in-house team of experts are exceptionally trained and knowledgeable

200+

Amazing clients

We select clients for whom we know we can provide considerable value

Why Choose Us

We Are Professionals Who Understand Your Industry

With 300+ years of combined team experience, nationwide reach, and a client-focused approach, Neil Jesani Advisors, Inc. delivers accounting, consulting, and tax solutions that help high-earning individuals and businesses thrive.

Nationwide Coverage

300+ Years

Proactive Approach

Driven by Purpose

Our Mission is to Provide Unparalleled Bookkeeping & Tax Services

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Give Professionals

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Easy Service Given

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Great Team Expert

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Meet Your Future Colleagues

Some Of Our Certified Team Members

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T.L TURNIPSEED JD, LLM

VP of Estate Planning & Asset Protection

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RICH HOFMANN CPA, JD

Senior Vice President of Tax

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KRIS AGNEW CPA

Senior Director of CFO Services

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GEORGE SCOPETTA JD, M.Acc.

VP of Tax & CFO Services

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ADAM LUSTHAUS JD, LLM

Senior Director of Tax & Estate Planning

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MINDY HUFFMAN CPA

Senior Tax Advisor

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LESLIE BORGIA JD

Senior Tax Manager

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DACIA HUTSON JD

Tax Manager

Common Questions Answered

Find Answers to 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 offer a full range of tax services, including tax planning, tax preparation, IRS representation, estate and retirement tax strategies, and more. We tailor our services to meet the specific needs of individuals, businesses, and industries.
Tax planning is crucial for anyone looking to optimize their tax situation. Whether you're a business owner, investor, or individual, effective tax planning helps minimize liabilities and maximize deductions to save you money in the long run.
If you’re audited, don’t panic! We provide IRS representation and can help you navigate the audit process, ensuring that you comply with regulations and avoid penalties. Our experts will guide you through every step and communicate with the IRS on your behalf.
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Schedule a Free Consultation and Uncover Benefits

At Neil Jesani Tax Advisor, we focus on delivering tailored tax solutions with a strong emphasis on industry-specific expertise. By building lasting, trust-based relationships with our clients, we are able to quickly address the unique challenges and priorities that matter most to your business.