Advanced Tax Planning Services to Reduce Your Tax Burden
Neil Jesani Advisors delivers forward-thinking tax strategies-including deductions and credits, trust and charitable foundation planning, and cost segregation-designed to reduce liabilities and build long-term financial efficiency.
About OUR FIRM
Customized Tax Planning for Individuals and Businesses All Year-Round
Every financial situation is different, which is why advanced tax planning requires a customized, year-round approach rather than opting for a single guidance session during the tax filing season.
For individuals, planning may focus on executive compensation, investment income, or wealth transfer considerations. For businesses, it may involve tax planning for business owners, multi-entity coordination, or growth-stage structuring. By reviewing your situation throughout the year, tax advisors can adjust strategies as income, laws, or goals change.
Neil Jesani Advisors provides personalized tax planning services for individuals and businesses who need more than basic CPA support, delivering proper coordination and ongoing optimization for maximized tax savings.
How Advanced Planning Reduces Tax Financial Stress
Prevent Unexpected Tax Bills
Many high-income individuals and business owners experience a sudden shock due to last-minute tax planning or incomplete visibility into their financial picture. Advanced tax planning helps identify potential tax liabilities early, so you are not surprised by large bills at the end of the year.
Improve Cash Flow and Payment Planning
By forecasting income from bonuses, equity compensation, investments, or business operations, advanced planning allows taxes to be managed throughout the year. This reduces financial strain on the individual or the business and helps you plan payments more strategically.
Coordinate Personal and Business Tax Decisions
Tax issues rarely exist in isolation. Advanced planning aligns your personal income, business structure, and investments under one coordinated strategy, helping reduce inefficiencies related to tax planning and avoiding costly mistakes to happen.
Tax Advisory Boutique Built for High Earners and Business Owners
A Team Specializing in Strategic Tax Planning for High Earners
At Neil Jesani Advisors, we deliver advanced tax planning through a coordinated team of in-house CPAs, Tax Attorneys, Enrolled Agents, and senior planners. We work with high-earning individuals and businesses to develop forward-looking strategies that go far beyond basic compliance. From leveraging deductions and credits to structuring trusts, foundations, and cost segregation studies, our experts design plans that reduce liabilities, protect assets, and support long-term financial growth. Our white-glove approach ensures every strategy is implemented with precision, clarity, and a full understanding of your broader goals.
Common Advanced Tax Strategies Explained
- Income Timing Strategies: High earners often see income fluctuate from bonuses, commissions, or one-time payouts. Planning when income is received can help reduce exposure to higher tax brackets and create more predictable tax outcomes.
- Capital Gains Reduction Strategies: Selling investments without a plan can trigger unnecessary taxes. Strategic timing and structuring of asset sales can help lower capital gains taxes while staying fully compliant with IRS rules.
- Entity Optimization for Tax Savings: The way a business is structured directly affects how much tax is paid. Reviewing and optimizing entity structures can help business owners reduce taxes and operate more efficiently.
- Executive and Equity Compensation Planning: Equity compensation, like RSUs and stock options, can create complex tax obligations. Thoughtful planning helps manage these events in a way that supports long-term financial goals and reduces surprises.
- Estate and Wealth Transfer Planning: Without planning, estate taxes can significantly reduce the wealth passed to heirs. Strategies such as trusts and gifting help protect assets and support long-term legacy goals.
- Multi-State Income Planning: Earning income across multiple states can lead to overpayment or compliance issues. Coordinated planning helps ensure taxes are paid correctly while avoiding double taxation.
How We Strategically Reduce Your Tax Burden
Advanced tax planning isn’t about shortcuts-it’s about understanding the tax code and applying it strategically. At Neil Jesani Advisors, we use a range of proven methods to help high earners and businesses legally reduce their tax burden and retain more of what they earn.
Deduction & Credits
We identify overlooked deductions and maximize available tax credits to help reduce your overall tax liability, tailored to your income structure and goals.
Trust & Charitable Planning
Our team designs tax-efficient trust structures and charitable foundations that protect wealth and support long-term legacy goals.
Cost Segregation Studies
For real estate owners, we accelerate depreciation on qualifying assets to increase cash flow and lower tax obligations—backed by engineering-based cost segregation reports.
Advanced Planning for Business Owners and Entities
Businesses-especially partnerships, S corps, and C corps-face unique tax challenges that require strategic, forward-looking planning. From entity structuring and compensation planning to accelerated depreciation through cost segregation, our team develops tax strategies that align with your growth trajectory and operational goals. We assist with year-end planning, multi-entity coordination, and identifying credits and deductions that are often overlooked. Whether you’re preparing for expansion, a transition, or simply want to reduce your effective tax rate, we deliver the insight and support your business needs.
Why High-Income Clients Work With Us
A Boutique Approach Backed by Deep Expertise
Tax planning requires more than just knowledge of the tax code—it demands foresight, precision, and a team that understands how to align strategy with your larger financial picture. At Neil Jesani Advisors, our in-house CPAs, Tax Attorneys, and planners collaborate to deliver personalized solutions that go beyond surface-level savings. Whether structuring a charitable foundation, optimizing pass-through income, or reducing exposure through cost segregation, our strategies are tailored to your income profile, business activity, and long-term goals.
Nationwide Presence
300+ Years
Combined Experience
Proactive Approach
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What Customers Are Saying
They are very knowledgable and professional. Rich has been incredible in educating me about the different tax strategies, and developing compelling personalized strategies based on my financial outlook. Raniya has been amazing in keeping the overall process organized and efficient, and Sally has helped ensure smooth execution.
Frequently Asked Questions - Advanced Tax Planning Services
Advanced tax planning is a proactive process of organizing your financial affairs to minimize taxes before they are owed. It involves strategies like timing income and deductions, choosing optimal business structures, planning equity events, and coordinating across personal and business tax matters.
The purpose of advance tax (often called estimated tax payments) is to pay your income tax liability in installments throughout the year rather than all at once at tax filing time. This helps individuals and businesses avoid underpayment penalties and manage cash flow more effectively.
You generally are not required to pay advance tax if your tax liability is minimal after withholding, or if you expect your tax due to be below the IRS threshold for required estimated payments. The specific rules depend on your income sources and withholding levels.
Income tax is the total tax you owe based on your taxable income for the year. On the other hand, advance tax refers to paying part of that income tax ahead of time, in regular installments during the year, instead of paying a lump sum when you file your return.
You are not required to make advance tax payments if you meet certain criteria, such as having sufficient tax withheld from wages or if your expected tax liability is below the minimum threshold set by the IRS. Your individual situation determines whether estimated payments are required.
If you don’t pay enough tax through withholding or advance tax payments, you may face IRS underpayment penalties and interest on the unpaid amount. It can also lead to larger, unexpected tax bills when you file your return.
Paying advance tax can be beneficial because it helps you avoid underpayment penalties, makes your cash flow more predictable, and smooths tax payments throughout the year. It is especially helpful if you have irregular income, investments, or business earnings.
No, advance tax payments are not a loan. They are simply prepayments toward your total tax liability. If you overpay during the year, you can apply the excess as a credit on your return or receive a refund.
A tax advisor focuses on compliance and accurate preparation of tax returns and can provide guidance on reporting and filing. A tax planner, particularly in advanced tax planning, takes a proactive approach in identifying tax-saving opportunities before the year ends and helps you make strategic decisions to reduce liability. At Neil Jesani Advisors, our experts perform both roles collaboratively, ensuring compliance while creating tax-minimizing strategies tailored to your situation.
