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NATIONAL FULL-SERVICE BOUTIQUE TAX, ACCOUNTING AND FINANCIAL FIRM

DISCOVER HOW TO ETHICALLY & LEGALLY REDUCE TAXES FROM YOUR HIGH-INCOME W-2 JOB, PROFESSION OR BUSINESS WITH IRS-APPROVED STRATEGIES

By the in-house team of 25 highly experienced Tax Attorneys, CPAs, IRS Enrolled Agents & Other Advanced Tax Planners
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Services

Our Professional Services

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Tax Preparation and Compliance for Individuals, Businesses, and Trusts

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Advanced Tax Reduction Strategies and Proactive Tax Planning

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​Complete Business Accounting, Finance and CFO Services

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​Tax Audit Defense by US Tax Court Admitted Experienced Attorneys

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RETIREMENT INCOME AND ESTATE PLANNING STRATEGIES

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VARIOUS TRUSTS & CHARITABLE FOUNDATIONS MANAGEMENT

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Business Growth, Acquisition, Merger, Expansion and Exit Planning

Most of our clients make more than $2 million and have $10 Million plus net-worth. If you are making at least $2 Million a year from your W-2 salary, business, practice, investment or from any other sources and are looking for a sizable tax reduction and CFO services by the in-house team of experts, then book a call now.
Take the first step toward smarter, more effective tax strategies with a FREE 30-minute consultation. Your personalized strategies will be presented by our senior professionals that includes:
Rich Hofmann, CPA, JD | T.L. Turnipseed, JD, LLM | Neil Jesani, CFP | Ambrielle Glass, JD | Leslie Borgia, JD | Mindy Huffman, CPA - or another Senior CPA, EA, or Tax Attorney.

ARE YOU A

High-Income Or High Net-Worth

BUSINESS OWNER, PROFESSIONAL OR W-2 SALARIED INDIVIDUAL…
  • Worried about BIG gain or income from Business, Practice, Real Estate, Stocks, Private Equity or Crypto Investments?
  • Have you outgrown your CPA's tax preparation services and need real tax planning by in-house Tax Attorneys & Experienced CPAs?
  • Paying almost half of your income in taxes and looking to dramatically reduce your taxes with Legal Tax Strategies?
  • Believe that only those who are self-employed can strategize and lower their taxes, but not high-income W-2 Salaried employees?
  • Unable to utilize every tax benefit within the extensive 75,000+ pages of the IRS code to minimize current & future tax obligations?

ABOUT NEIL JESANI ADVISORS

Our team consists of a highly skilled group of tax, accounting, and financial professionals, including CPAs, IRS Enrolled Agents (EA), Tax Attorneys, and Certified Financial Planners (CFP). With over 25 experts operating from a 10,000 sq ft office in the Miami-Fort Lauderdale area, we provide specialized tax services to clients nationwide. We focus exclusively on high-income individuals, successful business owners, and professional firms, ensuring we can deliver substantial value and create a meaningful impact on their taxes, finances, businesses, lives, and legacies. We are committed to excellence and prioritize building capacity before accepting new clients, ensuring we can consistently deliver outstanding service and cultivate long-term relationships based on trust and results.
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 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. 
Over the past 24 years, Neil Jesani, along with his team, has been the driving force behind aiding countless successful individuals nationwide in significantly lowering their taxes, enhancing business profitability, and crafting robust financial strategies for both individuals and businesses.
It doesn't matter how many times Neil has been featured in The Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk, and Fox Business, or how many medical and non-medical national and regional conferences he has spoken at, or that he is the author of the best-selling book "Win the War for Money and Success."
All that matters to him is that his team of in-house seasoned professionals can help you reduce your tax burden, increase your business or practice's efficiency, achieve your desired retirement income and ideal lifestyle, and create the legacy you want to leave for your family and charity.

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Here's What Pros Are Saying
ABOUT NEIL JESANI'S BOOK

"Reminiscent of "Rich Dad, Poor Dad", Jesani's book uses facts, figures and graphs to illustrate real options for investors. Jesani breaks down a wide variety of financial structures and institutions to not only explain their history and use, but provide a basis for readers to create their own strategy for financial security."

Ali Velshi

MSNBC Anchor and Business Correspondent for NBC News & MSNBC, Award winning Journalist, and author of Gimme My Money Back.

"A practical, readable and a straight forward personal finance self-help book, Neil has done a superb job of detailing real strategies that can be implemented immediately. Win the War for Money & Success is a must read for high tax paying individuals and successful entrepreneurs."

Verne Harnish

Founder of the world-renowned Entrepreneurs' Organization (EO), with over 14,000 members worldwide; author of many best-selling books including Scaling Up (Rockefeller Habits 2.0)

"Win the War for Money & Success reveals the strategies for people who end up paying a higher percentage of their income in taxes. A must read!"

T Harv Eker

#1 New York Times bestselling author of Secrets of the Millionaire Mind™

"Understanding money, taxes and investments is very important, especially when you are fortunate enough to have accumulated some wealth. Neil has done a great job explaining these concepts and laying down proven tax-reduction and wealth-building strategies in Win the War for Money & Success."

Rudy Karsan

Tech entrepreneur who sold his company to IBM for $1.3 Billion, Investor, and New York Times bestselling author – WE.

"Most people don't understand how to use money. Don't be one of them."

David Meerman Scott

Entrepreneur, Investor, and bestselling author of ten books including The New Rules of Marketing and PR.

tIME IS OF THE ESSENCE!

Many tax strategies require to be implemented by certain deadlines and some will take time for us to develop. The earlier you begin, the greater the potential for tax savings!
If you are a W-2 Salaried Employee or a successful business/practice owner making more than $2 million a year or have a $10 Million plus net-worth then schedule a free 30 Minute Strategy call.  Your personalized trategies will be presented by our senior tax professionals.
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Our firm is based in Fort Lauderdale-Miami, Florida with clients nationwide.