Tax Planning services for High-Earning Individuals and Businesses
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
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.
Strategic Approaches for Reducing 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 Segragation 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
