ARE YOU A BUSINESS OWNER/CEO RUNNING A SUCCESSFUL MID-SIZED BUSINESS LOOKING FOR TAX REDUCTION STRATEGIES, ACCOUNTING, FINANCIAL & CFO ADVISORY SERVICES BY AN EXPERIENCED TEAM?
REDUCE substantial tax burden with our IRS-approved tax reduction strategies
INCREASE your business's profitability with our smart and creative CFO functions
PROACTIVE business tax, accounting, finance, and compliance approach
ACCESS to premier in-house CPAs, EAs, Tax Attorneys and CFPs for your business & personal needs
If your mid-sized business, with revenues from $40 million to $500 million, is looking for a way to get ahead, our proactive CFO advisory services are the answer. We partner with your in-house team to deliver significant tax savings and improved business results. Schedule a "Get-to-Know-Each-Other" call today and discover how we can help.
Our team is a highly skilled group of tax, accounting, and financial professionals, including CPAs, IRS Enrolled Agents (EA), Tax Attorneys, and Certified Financial Planners (CFP). With over 50 experts in our 10,000+ sq ft office in the Miami-Fort Lauderdale area, we provide specialized tax services to clients nationwide, particularly in California. We focus exclusively on high-income individuals, successful business owners, and owners of professional firms. This ensures we can deliver substantial value and create a meaningful impact on their taxes, finances, businesses, lives, and legacies. We are committed to excellence and prioritize building our capacity before accepting new clients, ensuring we can consistently deliver outstanding service and cultivate long-term relationships built on trust and results.
Over the past 24 years, Neil Jesani, along with his team, has been the driving force behind aiding a small, elite group of successful individuals and businesses nationwide in significantly lowering their taxes, enhancing business profitability for businesses or practices, and crafting robust financial strategies.
It doesn't matter how many times Neil has been featured in The Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk, and Fox Business, or how many podcasts he has been on or conferences he has spoken at, or that he is the author of the best-selling book "Win the War for Money and Success."
All that matters to him is that his team of in-house seasoned professionals can help you reduce your tax burden, increase your business or practice's efficiency, achieve your desired retirement income and ideal lifestyle, and create the legacy you want to leave for your family and charity.
Meet Your Future advisors
NEIL JESANI, CFP, M.Acc
President & CEO
RICH HOFMANN, CPA, JD
Senior Vice President of Tax
SALLY BHAIDANI, M.Acc
VP of Finance & Operation
DAVID BILENKO, JD
VP of Mid-Market Tax & Advisory Services
GEORGE SCOPETTA, JD
VP of Tax & CFO Services
ADAM LUSTHAUS, JD, LLM
Senior Director of Tax & Estate Planning
JENNIFER STUBAUS, CPA
Senior Director of Tax & CFO Services
TEFERA BEYENE, CPA, MBA, PhD
Director of Taxes & CFO Services
KEVIN TAYLOR, JD, MBA
Director of Taxes & CFO Services
CODY DINDA, CPA, EA, MST
Senior Manager of Taxes & CFO Services
LESLIE BORGIA, JD
Senior Tax Manager
DAVID BARELA, CPA
Senior Manager of Tax and CFO Services
CAROLYN KAATZ, CPA
Manager of Tax & CFO Services
PRABHA RAGHAVAN, CPA, MAcc
Manager OF Tax & CFO Services
RANIYA JESANI, IRS EA
Tax Manager
IRELA PALO, CPA
Tax Manager
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Every industry has unique financial and regulatory complexities. At Neil Jesani Advisors, our experts deeply understand these industry-specific challenges. We leverage our tax planning, accounting, advisory, and consulting expertise to deliver a white-glove experience that addresses your sector’s distinctive needs and positions you for sustainable success.
