Take Control of Your Finances With Expert Tax Planning Services
Work with a trusted team offering tax planning services for high earners, entrepreneurs, and business owners. With 24 years of experience, we create plans that reduce taxes, maintain compliance, and protect long-term wealth.
Smart Tax Planning for High-Income Individuals and Businesses
With a 99% client satisfaction rate, we help you lower taxes, strengthen your tax structure, and make informed financial decisions. Your plan brings together your income, business setup, investments, and long-term goals into one coordinated strategy. This makes it easier to stay organized, avoid costly mistakes, and move forward with confidence.
Our Tax Planning Services
Accurate, timely filing that meets all IRS and state requirements, preventing errors, penalties, and missed opportunities for deductions.
Forward-looking strategies designed to reduce taxes, improve your tax structure, and support smarter financial decisions throughout the year.
Corporate Tax
Full corporate tax support that covers planning, compliance, and structure optimization to help your business operate efficiently.
Tax Audit Defense
Experienced representation for IRS and state audits, helping manage communication, resolve issues quickly, and reduce potential penalties.
Trusts & Charitable Foundations
Guidance on creating and maintaining trusts and charitable entities to support long-term planning, estate goals, and tax-efficient giving.
State & Local Income Tax
State and local tax planning that handles multi-state income, residency concerns, and changing regulations to help you stay compliant.
Cost Segregation
Specialized cost segregation studies that speed up real estate depreciation, increase cash flow, and lower your taxable income.
Tax Advisory
Ongoing strategic tax guidance that supports your personal, business, and investment decisions with year-round planning.
International Tax
Planning and compliance for foreign income, global operations, and cross-border investments to prevent double taxation and meet international rules.
How We Deliver Results: Our 4-Step Tax Planning Process
Discovery & Diagnostics
A detailed review of financials, past filings, and goals to identify missed opportunities and potential risks.
Financial Action Plan
A clear tax plan outlining how to reduce liabilities, improve cash flow, and organize your tax structure for the year.
Implementation & Coordination
Coordinated execution with business, legal, and financial teams to ensure all tax strategies are applied correctly.
Ongoing Optimization
Regular optimization based on tax law changes and financial shifts to keep your tax plan current.
Begin Your Tax Planning With a Professional Team
Work with a trusted team that helps high earners, entrepreneurs, and business owners reduce taxes, stay compliant, and make smarter financial decisions.
Nationwide Presence
300+ Years
Combined Experience
Proactive Approach
Who Are Our Tax Planning Services For
We serve clients who require more than standard CPA support, professionals and businesses who expect strategic insight, not just compliance.
High-Income W-2 Earners
Executives, investors, and professionals with complex income structures.
Entrepreneurs & Business Owners
Growth-stage or multi-entity companies with complex tax needs.
Investors & Equity Holders
Clients with RSUs, stock options, or private equity exposure.
Professional Team Working on Your Tax Plan
You’ll work directly with a team of professionals who have decades of combined experience across all areas of taxation.
Our in-house specialists include:
- Senior CPAs – Experts in complex individual and business tax structures.
- Tax Attorneys (JDs) – Specialists in advanced tax law, entity structuring, and compliance.
- IRS Enrolled Agents (EAs) – Authorized to represent clients before the IRS.
- Tax Planners & Consultants – Focused on long-term, proactive savings strategies.
Our Approach: Proactive, Strategic, and Compliant
Effective tax planning requires more than filing forms. It depends on planning ahead, understanding the full financial picture, and staying aligned with current tax laws.
Proactive
Year-round planning with regular updates to help you prepare for tax changes before they affect you.
Strategic
Every decision – business structure, investments, or timing – is reviewed for tax impact to improve overall outcomes.
Compliant
All strategies follow current IRS and state regulations, supported by experienced CPAs and tax attorneys.
Tax Support For Every Sector
Industries We Serve
Our team provides clear, effective tax planning services that help you stay compliant and improve your financial performance. We support clients across healthcare, technology, legal services, manufacturing, private equity, and more to reduce taxes, find savings, and plan for long-term success.
Healthcare
Optimizing tax savings and ensuring compliance in healthcare.
Legal
Tax and CFO solutions to navigate financial and tax challenges
Technology
Staying ahead with tax strategies for tech and media.
Private Equity
Specialized tax strategies for private equity firms.
Real Estate
Staying ahead with tax strategies in the real estate industry.
Manufacturing
Maximizing deductions and ensuring compliance for manufacturers.
Telecommunications
Specialized tax strategies telecom companies.
Why Clients Choose Neil Jesani Advisors
Our tax planning approach makes complex situations easier to manage, more efficient, and fully aligned with your goals. By working with our team, you benefit from:
Proven Expertise – 24+ years in tax planning 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 Tax Guidance – One team handling tax planning, compliance, accounting, and advisory work so your decisions stay tax-efficient.
Clear Communication – Transparent pricing, detailed explanations, and support designed to help you make confident decisions.
Frequently Asked Questions
Tax preparation happens after the fact. Tax planning happens all year long, to reduce taxes before they occur.
High-income earners, business owners, and investors with complex income or equity compensation.
Yes, we specialize in both, ensuring your personal and business strategies align for maximum savings.
Most clients see significant savings, stronger compliance, and improved cash flow within the first year.
Most clients see significant savings, stronger compliance, and improved cash flow within the first year.
