About Neil Jesani Advisors
Neil Jesani Advisors, Inc. provides a full suite of tax, compliance, accounting, and advisory services, drawing on extensive industry knowledge to serve public and private companies and high-net-worth individuals throughout the country.
About OUR FIRM
A Dedicated Team of Senior CPAs, Tax Attorneys, EAs, CFOs, Controllers and Tax Planners
We deliver exceptional value to mid-market companies, successful small businesses, and high-income individuals through our integrated team of in-house senior tax, accounting, financial, and risk management experts. This unified approach allows us to swiftly navigate evolving financial landscapes, proactively mitigating risks and maximizing opportunities. Our commitment to white-glove service ensures a consistently supportive and valued client experience.
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
Our clients are exceptionally intelligent, highly educated, and well-researched. They prefer to work with an in-house team of deeply knowledgeable tax, accounting, and financial experts, rather than a solo CPA or accountant who single-handedly prepares hundreds of tax returns for a wide range of clients. Due to their professional success and substantial income, our clients recognize the value of exceptional advice rooted in thorough research of tax regulations, court cases, and legal precedents rather than relying on the average opinions of mediocre local tax preparers.
24+
years of service
99%
Client Satisfaction
We value long-term relationships and provide the boutique-style experience our clients look for.
40+
Team members
Our in-house team of senior advisors are exceptionally trained and knowledgeable.
300+
Amazing clients
We carefully select clients we are confident we can deliver significant, long-term value to year after year.
Why Our Clients 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 tailored to the unique needs of high-earners, businesses, and individuals. When you’ve built significant success, it’s crucial to work with experts who understand the complexities that come with it and have a proven track record of navigating them at the highest level.
Nationwide Presence
300+ Years
Combined Experience
Proactive Approach
Common Questions Answered
Find Answers to Frequently Asked Questions
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.
As a boutique firm, we provide highly personalized service and direct access to in-house experts. Unlike larger agencies, where clients are often shuffled between departments, we offer seamless, proactive, and customized solutions tailored to your needs.
Yes. As a national firm, we serve clients remotely via secure data platforms and virtual meetings. Many prefer this online approach, but we also welcome in-person visits at our Miami–Fort Lauderdale office. If needed, our team can travel to meet you at your convenience.
All of our specialists collaborate under one roof, ensuring seamless communication, in-depth insights, and a unified financial and tax strategy tailored to your needs.
Absolutely. We specialize in advanced tax strategies that optimize both individual and corporate structures, identifying overlapping opportunities for tax reduction and financial efficiency.
Not to date. Our clients have never been audited, thanks to our deep understanding of the tax code and strict adherence to IRS-approved strategies. We don’t exploit loopholes or gray areas, which minimizes audit risks. In the rare event of an audit, our tax-court admitted senior tax attorneys are fully prepared to defend and represent you every step of the way.
Yes. Our team has extensive experience handling multi-state, multi-asset, and globally held investment portfolios. We design tailored strategies that ensure compliance while maximizing potential tax savings.
Simply reach out via online or give us a call. We’ll schedule a consultation to discuss your goals, challenges, and how our customized approach can support your tax, accounting, and advisory needs.
