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$2 Million Minimum Income Required

STRATEGICALLY MINIMIZE YOUR FEDERAL AND STATE TAXES ETHICALLY & LEGALLY FROM YOUR HIGH W-2 SALARY, PROFESSION OR BUSINESS

By an in-house team of 70+ highly experienced tax attorneys, senior tax CPAs, IRS Enrolled Agents, and tax strategists.

 

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70+ Team
Members
25 Years of
Existence
Strong National
Presence
Fewer Than
1000 Clients

ARE YOU AN

Ultra High-Income Earner

W-2 SALARIED PROFESSIONAL OR BUSINESS/PRACTICE OWNER…
  • Paying nearly half your income in taxes and want legal strategies to cut it dramatically?
  • Think only the self-employed can reduce taxes — not high-income W-2 earners?
  • Facing a big taxable event — business sale, real estate, stock, PE, or crypto gains?
  • Outgrown your CPA and need real tax planning from Tax Attorneys and specialists?
  • Know you're missing deductions buried in 75,000+ pages of IRS code?
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Earning $2M+ from salary, bonus, RSUs, business, real estate, or investments? Our 70+ in-house tax attorneys, CPAs, and other tax strategists will build your personalized tax reduction plan. Schedule your call now.

ABOUT NEIL JESANI ADVISORS

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.
We work exclusively with ultra high-income individuals, successful business owners, and professional firms — clients who expect more than an isolated CPA handling hundreds of generic returns. They want an in-house team with deep expertise in tax regulations, court cases, and legal precedents.
For 25 years, Neil Jesani and his team have helped a select group of successful individuals and businesses significantly lower their taxes, improve business profitability, and build robust financial strategies. 
The clients who find us wish they'd found us sooner. Schedule a call with a senior tax attorney and see how much you could be saving ↓

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. 

STAFFING & EXPERTISE

  • • How many Tax Attorneys and Senior CPAs are on staff as W-2 employees?
  • • Do you employ Tax Attorneys admitted to the U.S. Tax Court?
  • • How many senior staff members have prior IRS experience, and for how many years?

CLIENT CAPACITY & REQUIREMENTS

  • • What is your total client and certified advisors count?
  • •What is the client-to-certified-senior-staff such as Tax Attorney and CPA ratio?
  • • Do you have a minimum income (e.g., $2M minimum vs. $500k) or net worth (e.g., $10 M minimum vs. No minimum) requirement to accept new clients?

SERVICE MODEL & TAX PLANNING

  • • How many meetings are included annually for the tax planning process?
  • • What is the specific allocation of attorney and CPA hours per client?
  • • Where are tax returns prepared (in-office, remote, or offshore), and what is the review process?

STRATEGY & PERFORMANCE

  • • What advanced tax strategies do you utilize, and what is your vetting process?
  • • Do you offer any exclusive strategies?
  • • Can you provide projections for tax savings over the immediate term, ten years, at retirement, and upon estate transfer?

Meet Some Of Your Future Tax Advisors

Neil Jesani

NEIL JESANI, CFP®, MAcc

President & CEO

RICH HOFMANN

RICH HOFMANN, CPA, JD

Senior Vice President of Tax

Raniya Jesani

RANIYA JESANI, IRS EA

Tax Manager

George Scopetta

GEORGE SCOPETTA, JD

VP of Tax & CFO Services

Adam Lusthaus

ADAM LUSTHAUS, JD, LLM

Senior Director of Tax & Estate Planning

Tefera Beyene

TEFERA BEYENE, CPA, EA, MBA, PHD

Director of Taxes & CFO Services

Richard Phillips

RICHARD PHILLIPS, JD

Senior Director of Tax & Estate Planning

Kevin Taylor

KEVIN TAYLOR, JD, MBA

Director of Tax & CFO Services

Paul Donovan

PAUL DONOVAN, JD, CPA

Director of Tax & CFO Services

Cody Dinda

CODY DINDA, CPA, EA, MST

Senior Manager of Taxes & CFO Services

LESLIE BORGIA

LESLIE BORGIA, JD

Senior Tax Manager

David Barela

DAVID BARELA, CPA

Senior Manager of Tax & CFO Services

What Customers Are Saying

Neil Jesani Advisors
Neil Jesani
Advisors, Inc.
4.1
★★★★☆
Based on 18 reviews
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Nicolas Cordoba
Nicolas Cordoba
3 months ago
G
★★★★★
Working with Anu Krishnan has been an absolute pleasure. She is incredibly responsive, quickly, and professional in every interaction...
Mark Balian
Mark Balian
6 months ago
G
★★★★★
You should work with Neil Jesani Advisors if you want access to advanced tax planning guidance and are a high earning professional...
Jason Linder
Jason Linder, PsyD
7 months ago
G
★★★★★
Daniel P and Reni were accommodating & nice even though we weren't ready to work together yet.
Asser Fayed
Asser Fayed
a year ago
G
★★★★★
Neil's team helped me with tax strategies and estate planning. I'm very impressed with their work, and they have definitely exceeded my expectations...
Chris Monberg
Chris Monberg
a year ago
G
★★★★★
The Neil Jesani team has significantly improved my financial outlook. I've utilized their expertise across various services and have consistently been impressed...

TIME IS OF THE ESSENCE!

Many tax strategies need to be implemented by certain times, and some require a significant development period. The sooner you start, the greater the tax savings will be.
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.
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Our firm is based in Fort Lauderdale-Miami and Las Vegas area with clients nationwide.
Consult Senior Tax Attorney/ Tax CPA Now
Neil Jesani Tax Advisors
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