Tax Preparation and Compliance for Individuals, Businesses, and Trusts
Advanced Tax Reduction Strategies and Proactive Tax Planning
Complete Business Accounting, Finance and CFO Services
Tax Audit Defense by US Tax Court Admitted Experienced Attorneys
RETIREMENT INCOME, ASSET PROTECTION AND ESTATE PLANNING STRATEGIES
VARIOUS TRUSTS & CHARITABLE FOUNDATIONS MANAGEMENT
Business Growth, Acquisition, Merger, Expansion and Exit Planning
If you are making $2 Million+ a year from your salary, bonus, RSU, stock option, business, practice, side-gig, real estate, or any other investments and are looking for a sizable tax reduction, additional wealth creation & financial strategies by highly talented in-house team of 70+ tax, accounting, and financial experts, then schedule a FREE call now! Your personalized strategies will be presented by senior tax attorneys and/or tax CPAs.
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 70 experts operating from a 10,000 sq ft office in the Miami-Fort Lauderdale area and over 6,000 sq ft office in Las Vegas, we provide specialized tax services to clients nationwide. We focus exclusively on ultra 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.
Over the past 25 years, Neil Jesani, along with his team, has been the driving force behind aiding countless successful individuals nationwide in significantly lowering their taxes, enhancing business profitability, and crafting robust financial strategies for both individuals and businesses.
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 medical and non-medical national and regional 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.
What to Look for in a Tax Planning Firm
At $2 Million+ income levels, tax planning isn’t about some generic strategies, it’s about the PEOPLE who are developing, implementing, monitoring, and standing by ready to represent you in case something were to go wrong. Before choosing a firm, ask the questions that matter most.
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?
Meet Your Future advisors
NEIL JESANI, CFP®, M.Acc
President & CEO
RICH HOFMANN, CPA, JD
Senior Vice President of Tax
RANIYA JESANI, IRS EA
Tax Manager
GEORGE SCOPETTA, JD
VP of Tax & CFO Services
ADAM LUSTHAUS, JD, LLM
Senior Director of Tax & Estate Planning
TEFERA BEYENE, CPA, EA, MBA, PhD
Director of Taxes & CFO Services
RICHARD PHILLIPS, JD
Senior Director of Tax & Estate Planning
KEVIN TAYLOR, JD, MBA
Director of Tax & CFO Services
PAUL DONOVAN, JD, CPA
Director of Tax & 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 & CFO Services
tIME IS OF THEESSENCE!
Many tax strategies require to be implemented by certain deadlines and some will take time for us to develop. The earlier you begin, the greater the potential for tax savings!
If you earn at least $2 million annually from your W-2 salary, business, practice, or investments, and are seeking a sizable tax reduction along with personal CFO services from an in-house team of experts, we invite you to book a call today.