Neil Jesani Tax Advisors, Inc.

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?
Outgrown your CPA's tax preparation services and need real tax planning by the in-house team of Tax Attorneys, Tax Strategists & CPAs?
Unable to utilize every tax benefit within the extensive 75,000+ pages of the IRS code to minimize current & future tax obligations?

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 New York. 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.

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 an isolated CPA or accountant who 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? Lower the clients to CPA/Tax Attorney ratio is better.
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 clients be getting?
How many of their senior tax attorneys and CPAs worked with the IRS and for how many years?
What type of clients are they dealing with? Do they have a minimum of $2 Million income requirement to accept a client, or will they even take someone making $800K 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 or offshore? How many rounds of reviews will your tax returns 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?

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. Our firm is based in Fort Lauderdale-Miami, Florida, with many of our clients located in New York. 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.