INCREASE your net-worth with our smart and creative CFO functions
PROACTIVE estate planning and asset protections strategies by an experienced in-house attorney
ACCESS to in-house team of top CPAs, EAs, Tax Attorneys, and CFPs
If are you making $2 Million+ a year from your salary, bonus, RSU, stock option, side-gig, real estate or any other investments and looking for a sizable tax reduction, wealth creation & financial strategies by an in-house team of tax, accounting and financial experts then schedule a FREE call now! You will be speaking with either Rich Hofmann, CPA, JD or T.L. Turnipseed, JD, LLM or Neil Jesani, CFP or Leslie Borgia, JD or Mindy Huffman, CPA.
SO, HOW DO WE FIND LARGE INCOME TAX DEDUCTIONS THAT MOST ACCOUNTANTS SEEM TO MISS
See, the truth is the world is full of CPAs, Enrolled Agents, Accountants, Tax Preparers, who do little more than record history.....putting the right numbers, in the right boxes, in the right forms, by the right deadlines, to keep you out of trouble. But then they call it a day. Tax preparation work is not a substitute for advanced tax planning.
The reason why most accountants don't do more is because they have way too many clients and they simply do not have enough time to learn all of the various strategies from the 75,000+ pages of The Internal Revenue Code. It’s not humanly possible for a single person to know all tax strategies!
And because of that, like most high income earners, it's costing you substantial amount every year in taxes you don't need to pay. The late supreme justice William H Rehnquist said, "There is nothing wrong with a strategy to avoid the payment of taxes. The Internal Revenue Code doesn't prevent that."
More and more successful executives, engineers, physicians and other high W-2 earner professionals are now asking their CPAs, "Why are we paying so much in taxes?" Why am I getting punished for my hard work? I mean think about it, what is your CPA actually doing to make sure you get all the breaks that you deserve and when was the last time your CPA came to you and said… "Here is an idea that will save you lot’s money with solid research and backing?"
Tax planning is about giving you a comprehensive plan for minimizing your taxes which is backed by the tax code and solid research delivered by an experienced team of tax professionals - not only now but in the future and at the time of transferring your wealth to your family.
We give you a plan for reducing your taxes legally. We'll find the missing opportunities that may be costing you thousands, tens of thousands, or even hundreds of thousands of dollars in taxes you don't need to pay. We will show you how proactive planning can rescue those dollars. We offer real advanced tax, accounting, financial planning that shows our clients what to do, when to do it, and how to do it.
Our in-house team of tax attorneys and CPAs are constantly evaluating various tax strategies and only select a few for our clients that they feel most comfortable with after a detailed study of various tax codes and backed by solid research.
OUR COMPREHENSIVE TAX, ACCOUNTING & CFO SERVICES INCLUDE
Tax Planning, Preparation & Compliance
Identify, evaluate and implement advanced tax planning strategies
Prepare company federal and state income tax returns
Review of last 3 years' tax returns, existing tax strategies and compliance.
Provide guidance and support on individual tax issues
IRS notice/audit defense represented by our experienced, US Tax Court admitted attorneys
Asset Protection, Estate & Financial Planning
Potential estate tax mitigation strategies
Help to create appropriate estate planning documents by a licensed Estate Planning Attorney
Help in establishing proper risk management and asset protection strategies
Help moving assets in various LLCs and trusts
Charitable donation strategies using cash, in-kind, donor advised fund, various trusts and foundation
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.
Time is of the essence...
Here's why
Many tax strategies require to be implemented by certain times and some will take time for us to develop. Sooner you start better the tax savings are!We are based in Fort Lauderdale-Miami, Florida with clients across the country.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 sources and looking for a sizable tax reduction and CFO services by the in-house team of experts, then book a call now
