BUSINESS OWNER, PROFESSIONAL OR W-2 SALARIED INDIVIDUAL…
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?
If you are a successful business/practice owner or a W-2 Salaried Employee making more than $2 million and have $10 Million plus net-worth and looking to dramatically reduce your tax burden with IRS-approved strategies, then schedule a call with our in-house team of 40+ senior Tax Attorneys and very experienced CPAs now.
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.
Over the past 24 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 IRS and how many years?
What clients are they dealing with? Do they have a $2 Million minimum to accept as 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
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
LESLIE BORGIA, JD
Senior Tax Manager
CODY DINDA, CPA, EA, MST
Senior Manager of Taxes & CFO Services
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
DACIA HUTSON, JD
Tax Manager
IRELA PALO, CPA
Tax Manager
time iS of the essence!
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 are a W-2 Salaried Employee or a successful business/practice owner making more than $2 million a year or have a $10 Million plus net-worth then schedule a free 30 Minute Strategy call. Your personalized strategies will be presented by senior tax attorneys and/or CPAs.
