Tax Preparation and Compliance Services for Individuals, Businesses, and Trusts

Neil Jesani Advisors provides accurate, compliant, and personalized tax preparation services for individuals, business entities, estates, trusts, and nonprofits—ensuring you meet every filing requirement while identifying strategic opportunities

About OUR FIRM

A Team Specializing in Tax Preparation and Compliance for Every Filing Type

We provide high-level tax preparation and compliance services through an integrated team of in-house CPAs, Tax Attorneys, Enrolled Agents, and planners. Our team supports individuals, businesses, estates, and trusts with precision and care, ensuring every return is accurate, timely, and aligned with your broader financial goals. With a proactive approach and a commitment to white-glove service, we help clients stay compliant, reduce exposure, and approach tax season with confidence.

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Tax Support for Business Entities

Business Entity Tax Returns

We handle accurate and compliant filings for business partnerships, S corporations, and C corporations, ensuring each return reflects your current structure and tax position.

 

Partnership & Corporate Compliance

Our team stays ahead of evolving tax laws to help partnerships and corporations minimize audit risk, avoid penalties, and meet all filing obligations.

 

Year-End Tax Planning for Businesses

We go beyond filing—identifying entity-specific strategies before year-end to reduce liabilities and support your long-term financial objectives.

 

Collaborative Business Tax Support

Our Senior CPAs, CFOs, and tax planners work as one team to align your business return with your overall financial and operational goals.

Individual Tax Preparation for High-Income Earners

We provide tax preparation and compliance services tailored to high-income individuals, including executives, W-2 earners, entrepreneurs, and investors with complex financial profiles. Our team focuses on accuracy, compliance, and long-term planning—ensuring your filings reflect not only current obligations but also your future strategy. With a deep understanding of tax strategies for high income earners, we help minimize risk, identify overlooked opportunities, and keep you informed every step of the way.

Specialized Tax Preparation for Estates, Trusts, and Nonprofits

Our team delivers expert tax preparation and compliance support for complex filing needs—including estate tax returns, trust returns, gift tax filings, and nonprofit tax forms. We understand the legal and financial intricacies involved in each of these areas and work with fiduciaries, trustees, families, and organizations to ensure every return is handled with accuracy, care, and strategic foresight.

Estate & Trust Tax Returns

Accurate fiduciary filings that align with your estate planning goals and meet IRS requirements.

gift tax filings

Strategic reporting for annual and lifetime gifts, minimizing risk and ensuring compliance.

Nonprofit & Foundation Tax returns

Complete and timely Form 990 filings that preserve tax-exempt status and build donor trust.

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