Resolve Your Tax Controversy with the Right Team
When you’re facing an audit, collection action, or IRS appeal, don’t settle for amateur representation. At Neil Jesani Tax Advisors, our in-house team of senior tax attorneys, CPAs, and enrolled agents specializes exclusively in high-stakes tax controversies, negotiating, defending, and resolving your tax issues while protecting what you’ve built.
Experienced Tax Professionals for IRS Audit Defense, Collections, and Appeals
When the IRS challenges your position or demands payment, the difference between a routine response and a strategic defense can mean hundreds of thousands of dollars.
At Neil Jesani Advisors, every case is managed by seasoned Tax Attorneys, CPAs, and IRS Enrolled Agents who handle complex tax controversies daily. We represent clients through audits, appeals, and collections, navigating the same IRS systems that overwhelm most taxpayers.
Whether you’re facing an audit notice, a tax lien, or a proposed assessment, our goal is simple: protect your assets, minimize exposure, and reach the most favorable resolution possible, often before litigation becomes necessary.
Our Tax Dispute Services
We represent high-income individuals, business owners, and professional firms facing complex tax disputes at every stage, from audit to resolution.
IRS and State Tax Audits
When the IRS or state tax authorities question your return, every detail matters. We guide clients through the audit defense process, respond to information requests, and defend positions using solid documentation and legal precedent to minimize or eliminate assessments.
Tax Collections and Enforcement Defense
If you owe back taxes or have received a notice of lien, levy, or wage garnishment, we step in quickly to negotiate directly with the IRS. Our team works to release liens, prevent levies, and structure payment plans or Offers in Compromise that protect your assets and cash flow.
IRS Appeals and Administrative Resolutions
If you disagree with an audit result or collection action, our appeals specialists can represent you before the IRS Independent Office of Appeals. We build your case, challenge errors, and pursue administrative remedies before litigation becomes necessary.
Tax Litigation and Court Representation
When disputes cannot be settled administratively, our tax attorneys represent clients before the U.S. Tax Court and other judicial forums. With decades of combined experience, we prepare persuasive legal arguments that align with your financial objectives.
Penalty Abatement and Interest Reduction
Penalties and interest can compound rapidly. We analyze the root cause, reasonable cause, reliance on expert advice, or IRS error, and request abatement where applicable, often saving clients hundreds of thousands of dollars.
Criminal Tax Defense
For cases involving potential fraud or willful noncompliance, early representation is critical. Our attorneys coordinate directly with federal counsel to protect your rights, manage exposure, and work toward the most favorable resolution possible.
Our Process: How We Resolve Tax Controversies
At Neil Jesani Tax Advisors, we understand that when the IRS or state tax authorities get involved, time and precision are everything. Our process is designed to move quickly, protect your interests, and deliver clear resolutions with minimal disruption to your life or business.
Comprehensive Case Review
We start with a full analysis of your situation, reviewing tax notices, prior filings, and any correspondence with the IRS or state agencies. Our goal is to understand the facts, identify exposure, and determine your strongest defense position before we engage.
Strategy Development and Representation Plan
Every tax controversy is unique. Once we understand the scope, our in-house team of Senior Tax Attorneys, CPAs, and Enrolled Agents builds a tailored plan to resolve your issue efficiently. Whether it’s an audit, appeal, or collection matter, we outline each step clearly so you know exactly what to expect.
Direct IRS Communication and Negotiation
From this point forward, you won’t have to deal with the IRS directly. Our team handles all communication on your behalf; drafting responses, attending meetings, and negotiating resolutions. We work to minimize penalties, reduce liabilities, and protect your personal and business assets.
Resolution and Compliance Reinforcement
Once your matter is resolved, we don’t stop there. We ensure all compliance issues are addressed to prevent future disputes and help you implement safeguards to avoid recurring problems. Many clients continue to work with our advisory team for proactive planning and long-term tax efficiency.
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.
Meet Your Tax Dispute & Defense Team
Rich Hofmann, JD, CPA
With over 30 years of experience, Mr. Hofmann brings a strong legal and tax background to our team. He has advised individuals and companies on advanced tax planning, compliance, and financial strategy, and has held leadership roles in major tax departments. Mr. Hofmann is admitted to practice before the U.S. Tax Court, the U.S. District Court (Indiana), the Accountancy Board of Ohio, and the Appellate Division of the Supreme Court. He has lead audit defense and appeals for sales tax, property tax, unclaimed property and income/franchise tax in 30 states and before the IRS.
Paul Donovan, JD, CPA
Originally from Boston, Mr. Donovan brings close to three decades of legal and tax controversy resolution experience to the firm. Throughout his career, he has resolved several high-stakes income, sales and use tax controversies for clients around the US.
Mr. Donovan spent much of his career with the “Big Four” in Boston, New York, and Chicago advising high-net-worth individuals and multinational Fortune 500 clients on various tax planning, compliance and controversy resolution matters. Mr. Donovan later practiced law in Massachusetts and Florida in the areas of real estate, tax, business, and litigation.
Mr. Donovan is admitted to practice in both states as well as the US District Court (MA and FL) and the 1st Circuit Court of Appeals. Mr. Donovan is also a Certified Public Accountant in Massachusetts.
Dr. Tefera Beyene, PhD, MBA, CPA, CGMA, EA
With over 25 years of experience, Dr. Beyene brings a strong background in management, accounting, finance, and taxation across corporate, government, and international roles. His background, which includes work with the IRS conducting field examinations of complex returns, reviewing tax shelter issues in both domestic and foreign entities, and collaborating with Internal Revenue Legal counsel for U.S. Tax Court cases, highlights his strong skills in tax controversy and dispute resolution. Furthermore, his experience as a manager in the IRS Independent Office of Appeals, where he managed and resolved numerous disputes between taxpayers and the compliance division, makes him exceptionally qualified for a tax controversy and dispute resolution role here at NJA. Dr. Beyene holds a PhD in Applied Management & Decision Sciences with a concentration in accounting, and an MBA with dual concentrations in Accounting & Finance. He is also a licensed Certified Public Accountant in Illinois, Maryland, Virginia, Florida, and the District of Columbia.
Cody Dinda, CPA, EA, MST
With more than 20 years of experience, Mr. Dinda has worked in corporate finance, education, government, and public accounting. He worked 12 years in several top companies managing accounting and tax compliance departments. Mr. Dinda later transitioned to public accounting and has assisted clients with a wide range of accounting and tax issues over a wide range of industries. Mr. Dinda has defended clients for income tax audits, sales tax audits, tax collections and lien and levy enforcement, appeals resolutions, penalty abatements and interest reductions. Mr. Dinda also has extensive experience helping Clients become current filing old tax returns with the Government. As an IRS Auditor, for the Large Business and International Division of the IRS he represented the government against all types of high-net-worth businesses and individuals. Mr. Dinda holds a Master of Science Degree from Golden Gate University and is a licensed Enrolled Agent with the Federal Government. In addition, Mr. Dinda is a licensed CPA in Massachusetts, Texas, and Florida.
Adam Lusthaus, JD, LLM
With almost 20 years of experience, Mr. Lusthaus advises individuals, businesses, and nonprofits on estate and tax planning, succession strategies, and IRS audits. He has represented clients in federal and state tax matters, guided entity formation, and crafted advanced estate plans designed to minimize transfer taxes. He has presented for Lorman Educational Services and is a member of both The Florida Bar and the American Bar Association’s Tax Section.
Michael Mogan, JD, CPA, LLM
Michael Mogan, JD, CPA, LLM, is a Certified Public Accountant with over fifteen years of experience in tax compliance and financial reporting. Michael graduated from the University of Illinois at Chicago and earned a Bachelor of Science in Accounting Degree. Michael earned his Juris Doctor and LLM in Taxation and LLM in Employee Benefits from John Marshall Law School. Michael has invested in a career supporting businesses and high net-worth individuals through IRS and state filing complexities amid ever-changing tax rules and regulations. Michael has experience navigating the complexities of tax settlement and IRS negotiations and he has IRS audit representation experience where he defended positions during audits to minimize or eliminate assessments. He has represented clients in restructuring and resolving tax debt with the IRS and state tax authorities including penalty abatement and interest reduction. He also has acted as a dedicated advocate representing clients during the IRS Offer in Compromise process in seeking to lower the amount of money the government can collect.
Michael has worked with large and small businesses as a CPA, guiding them through tax compliance, planning, and regulatory requirements. Michael has worked with individuals and also financial institutions, real estate entities, manufacturers and many closely held businesses providing tax planning and compliance services and he also has experience working with clients providing FBAR and international tax compliance services.
