Financial Tax Advisory Services for Individuals and Businesses
Work with a full-service financial advisory firm trusted by high-income individuals, families, and business owners. With 24 years of experience, we help you understand your finances, stay protected, and plan confidently for the future.
How We Deliver Results: Our 4-Step Financial Advisory Process
Discovery & Diagnostics
A full review of the financial picture to identify gaps, strengths, and improvement areas.
Financial Action Plan
A clear, actionable plan outlining specific steps for optimization and risk reduction.
Implementation & Coordination
Execution of the plan with coordination across accountants, attorneys, and other professionals.
Ongoing Optimization
Regular monitoring and updates based on tax changes, life events, and market conditions.
Our Financial Advisory Services
Retirement Income & Estate Planning
We create a plan that supports your lifestyle today and protects your legacy for the future. It includes a steady income strategy for retirement and a secure approach to transferring assets.
You get help with:
- Retirement income planning
- Estate and wealth transfer structures
- Trust setup and charitable giving programs
Tax Advisory & Optimization Services
Our team builds proactive, legal tax strategies that reduce liabilities and fit your full financial picture. This ensures you keep more of what you earn and avoid surprises throughout the year.
You get help with:
- Income and business tax planning
- Optimization of investment structures
- Ongoing monitoring and updates
Succession & Legacy Planning
We prepare a clear transition plan that protects your business and family interests. This ensures stability, continuity, and long-term impact across generations.
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- Business succession strategies
- Legacy planning for businesses
- Gifting and foundation planning
Personalized Financial Guidance Built Around Your Goals
With a 99% client satisfaction rate, we help you stay in control of your finances. We combine all major areas – tax, retirement, estate, insurance, and accounting – into one coordinated plan. The result is a clear plan that keeps your finances organized, reduces unnecessary risk, and helps you make confident decisions for both your personal and business goals.
Take Control of Your Finances With Expert Guidance
Our team of financial advisors help simplify complexity, reduce risk, and create a strategy that supports you at every stage of life.
Who Are Our Financial Advisory Services For
We provide financial advisory services for clients who seek long-term partnerships and expert guidance
Ultra High-Income Earners
Executives, investors, and professionals with complex income structures.
Business Owners & Entrepreneurs
Companies with multi-entity operations or high growth.
Families & Legacy Builders
Clients who want to protect and transfer wealth efficiently.
Advisory Experts Working on Your Financial Plan
You get support from a highly skilled in-house team that reviews your finances from every angle. Our professionals work together to deliver accurate, coordinated, and strategic guidance.
- Certified Public Accountants (CPAs)
- Tax Attorneys (JDs)
- Enrolled Agents (EAs)
- Financial Planners and Consultants
Our Approach: Personalized, Proactive, and Integrated
Successful financial planning takes more than reviewing numbers. It requires understanding your goals, anticipating future changes, and making sure every part of your finances works together.
Personalized
Custom plans built around your situation – never templates or generic advice
Proactive
Forward-looking guidance that prepares you for tax, legal, and financial changes
Integrated
One coordinated plan that combines tax, financial, and accounting insight
Why Clients Choose Neil Jesani Advisors
Our approach makes your finances easier to manage, more efficient, and built around your goals. By choosing Neil Jesani Advisors, you gain:
Proven Expertise – 24+ years in tax, accounting, and advisory services for high-income individuals, business owners, and mid-market companies.
Senior In-House Team – Work with 50+ CPAs, Tax Attorneys (JDs), EAs, CFOs, Controllers, and planners.
Trusted Reputation – 99% client satisfaction and 700+ long-term clients who rely on our coordinated, white-glove support.
Industry Knowledge – 300+ years of combined team experience in healthcare, technology, legal, real estate, private equity & more.
Unified Financial Guidance – One team managing tax, accounting, advisory, and compliance so every decision works together.
Clear Communication – Transparent pricing, detailed explanations, and support designed to help you make confident decisions.
Frequently Asked Questions
We combine tax, accounting, investment, and estate planning under one firm, ensuring full coordination and efficiency.
Yes. Our advisors specialize in complex financial structures and multi-entity clients.
Typically quarterly, but we adjust based on your needs or major financial changes.
Absolutely. All client information is stored in encrypted systems that meet national compliance standards.
Schedule a consultation, we’ll review your current situation and build a customized plan designed just for you.
