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NATIONAL FULL-SERVICE BOUTIQUE TAX, ACCOUNTING AND FINANCIAL FIRM

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

By the in-house team of experienced CPAs, EAs, JDs and CFPs
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Services

Our Professional Services

tax

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

audit

​Tax Audit Defense by US Tax Court Admitted Experienced Attorneys

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Retirement Income, Life Insurance, and Estate Planning Strategies

profits

​Investment Strategies, 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 but 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.
Schedule a Free 30 Minute Strategy call now with Rich Hofmann, CPA, JD or T.L. Turnipseed, JD, LLM or Neil Jesani, CFP or Ola Ajayi, CPA, EA or Leslie Borgia, JD or Mindy Huffman, CPA or other Team Members.

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?
If you are a successful business/practice owner or a W-2 Salaried Employee making more than $2 million and have $10 Million plus net-worth and looking to dramatically reduce your tax burden with IRS-approved strategies, then schedule a call with our in-house team of senior Tax Attorneys and very experienced CPAs now.

ABOUT NEIL JESANI ADVISORS

We are an in-house group of tax, accounting, and financial experts with CPA, EA, Tax Attorney, or CFP designations. We are specially trained and experienced to help high-income individuals and very successful business owners and professional firms. We ONLY provide our services to individuals and businesses where we can create lots of value and make a maximum impact on their taxes, finances, business, life, and legacy. We prioritize building capacity before accepting new clients to ensure we deliver WOW service and cultivate lifelong relationships with our clients.
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 tax prepares. They also understand that quality aligns with cost, and that outstanding advice and service provided by a team of experts justifies reasonable fees.
Over the past 23 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.

LET'S TALK

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 with either Rich Hofmann, CPA, JD or T.L. Turnipseed, JD, LLM or Neil Jesani, CFP or Leslie Borgia, JD or Mindy Huffman, CPA.
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Our firm is based in Fort Lauderdale-Miami, Florida with clients nationwide.
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