Neil Jesani Tax Advisors, Inc.

Worried about BIG gain or income from Business, Practice, Real Estate, Stocks, Private Equity or Crypto Investments?
Have you outgrown your CPA's tax preparation services and need real tax planning by in-house Tax Attorneys & Experienced CPAs?
Paying almost half of your income in taxes and looking to dramatically reduce your taxes with Legal Tax Strategies?
Believe that only those who are self-employed can strategize and lower their taxes, but not high-income W-2 Salaried employees?
Unable to utilize every tax benefit within the extensive 75,000+ pages of the IRS code to minimize current & future tax obligations?

Our team consists of 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 40 experts operating from a 10,000 sq ft office in the Miami-Fort Lauderdale area, we provide specialized tax services to clients nationwide. We focus exclusively on high-income individuals, successful business owners, and professional firms, ensuring 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 capacity before accepting new clients, ensuring we can consistently deliver outstanding service and cultivate long-term relationships based on trust and results.

Our clients are exceptionally intelligent, highly educated, and well-researched. They prefer to work with an in-house team of deeply knowledgeable tax, accounting, and financial experts, rather than a CPA or accountant who single-handedly prepares hundreds of tax returns for a wide range of clients. Due to their professional success and substantial income, our clients recognize the value of EXCEPTIONAL advice rooted in thorough research of tax regulations, court cases, and legal precedents, rather than relying on the average opinions of MEDIOCRE local tax preparers.

How many Tax Attorneys and Tax CPAs do they have on their staff as W-2 employees, and what is their experience with advanced tax strategies?
Do they have US Tax Court admitted Tax Attorneys on staff if something goes wrong?
How many clients do they have? How many clients per senior CPA/Tax Attorney?
Tax Planning is a year-long process, how many times will they meet with their clients, and what kind of attorney’s hours and CPA hours will they be getting?
How many senior tax attorneys and CPAs worked with the IRS and for how many years?
What clients are they dealing with? Do they have a $2 Million income minimum to accept a client, or will they even take someone making $500K a year or even anyone?
What kind of strategies are they using? What is their strategy vetting process? Do they have any exclusive strategies?
Who and where will your tax returns be prepared - in their office, remote, offshore? How many rounds of reviews will your tax returns will be getting and by whom?
Finally, how much can they save you now, next year, in the next ten years, at retirement and finally at the transfer time?

"Reminiscent of "Rich Dad, Poor Dad", Jesani's book uses facts, figures and graphs to illustrate real options for investors. Jesani breaks down a wide variety of financial structures and institutions to not only explain their history and use, but provide a basis for readers to create their own strategy for financial security."

Ali Velshi

MSNBC Anchor and Business Correspondent for NBC News & MSNBC, Award winning Journalist, and author of Gimme My Money Back.

"A practical, readable and a straight forward personal finance self-help book, Neil has done a superb job of detailing real strategies that can be implemented immediately. Win the War for Money & Success is a must read for high tax paying individuals and successful entrepreneurs."

Verne Harnish

Founder of the world-renowned Entrepreneurs' Organization (EO), with over 14,000 members worldwide; author of many best-selling books including Scaling Up (Rockefeller Habits 2.0)

"Win the War for Money & Success reveals the strategies for people who end up paying a higher percentage of their income in taxes. A must read!"

T Harv Eker

#1 New York Times bestselling author of Secrets of the Millionaire Mind™

"Understanding money, taxes and investments is very important, especially when you are fortunate enough to have accumulated some wealth. Neil has done a great job explaining these concepts and laying down proven tax-reduction and wealth-building strategies in Win the War for Money & Success."

Rudy Karsan

Tech entrepreneur who sold his company to IBM for $1.3 Billion, Investor, and New York Times bestselling author – WE.

"Most people don't understand how to use money. Don't be one of them."

David Meerman Scott

Entrepreneur, Investor, and bestselling author of ten books including The New Rules of Marketing and PR.