ARE YOU A SUCCESSFUL SENIOR EXECUTIVE, ENGINEER, PHYSICIAN, LAWYER, OR OTHER HIGH W-2 SALARIED PROFESSIONAL IN NEW YORK LOOKING FOR ADVANCED TAX REDUCTION STRATEGIES?
REDUCE substantial tax burden with our advanced legal and ethical tax reduction strategies
MULTIPLY your net-worth with our smart and creative personal CFO functions
PROACTIVE estate planning and asset protection strategies by an experienced in-house attorneys
ACCESS to an in-house team of 40+ top CPAs, EAs, Tax Attorneys, and CFPs
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 in New York and looking for a sizable tax reduction, additional wealth creation & financial strategies by highly talented in-house team of 40+ 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.
SO, HOW DO WE FIND LARGE INCOME TAX DEDUCTIONS THAT MOST NEW YORK ACCOUNTANTS SEEM TO MISS
See, the truth is the world is full of CPAs, Enrolled Agents, Accountants, Tax Preparers, who do little more than record history.....putting the right numbers, in the right boxes, in the right forms, by the right deadlines, to keep you out of trouble. But then they call it a day. This tax preparation and compliance work is not a substitute for advanced tax planning.
The reason why most accountants don't do more is because they have way too many clients and they simply do not have enough time to learn all of the various strategies from the 75,000+ pages of The Internal Revenue Code. It’s not humanly possible for a single person to know all tax strategies!
And because of that, like most high-income earners (W-2 or from your business or practice), it's costing you a substantial amount every year in taxes you don't need to pay. The late Supreme Justice William H Rehnquist said, "There is nothing wrong with a strategy to avoid the payment of taxes. The Internal Revenue Code doesn't prevent that."
More and more successful executives, engineers, physicians, attorneys, and other high W-2 earner professionals are now asking their CPAs, "Why are we paying so much in taxes?" Why am I getting punished for my hard work and success? I mean, think about it, what is your accountant actually doing to make sure you get all the breaks that you legally deserve and when was the last time your CPA came to you and said… "Here is an idea that will save you lot’s money with backed by solid research?"
Advanced Tax planning is about giving you a comprehensive plan for minimizing your taxes, which is backed by the tax code and solid research delivered by an experienced team of tax attorneys, CPAs, and IRS Enrolled Agents - not only now but in the future and at the time of transferring your wealth to your family.
We give you a plan for reducing your taxes legally. We'll find the missing opportunities that may be costing you hundreds of thousands or even millions of dollars in taxes you don't need to pay. We will show you how our strategies can rescue those dollars. We offer real advanced tax, accounting and financial strategies that show our clients what to do, when to do it, and how to do it.
Our in-house team of 40+ tax attorneys, EAs, CFPs, and tax CPAs are constantly evaluating various tax strategies and only selects a few for our clients that they feel most comfortable with after a detailed study of various tax codes and backed by solid research.
OUR COMPREHENSIVE PERSONAL CFO SERVICES INCLUDE
Tax Planning, Preparation, Compliance & Defence
Identify, evaluate, and implement advanced tax planning strategies
Prepare your federal and state income tax returns by CPA, EA, or Tax Attorney based in USA
Review of the last 3 years' tax returns, tax compliance, and amend them if there is an opportunity
Provide guidance and support on individual tax matters throughout the year
IRS notice/audit defense represented by our experienced, US Tax Court admitted attorneys
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.
Over the past 24 years, Neil Jesani, along with his team, has been the driving force behind aiding a small, elite group of successful individuals and businesses nationwide in significantly lowering their taxes, enhancing business profitability for businesses or practices, and crafting robust financial strategies.
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 podcasts he has been on or 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 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?
Meet some of your Future tax 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
KEVIN TAYLOR, JD, MBA
Director of Taxes & 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 and CFO Services
CAROLYN KAATZ, CPA
Manager of Tax & CFO Services
PRABHA RAGHAVAN, CPA, M.ACC
Manager OF Tax & CFO Services
RANIYA JESANI, IRS EA
Tax Manager
IRELA PALO, CPA
Tax Manager
Time is of the essence...
Here's why
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 a bulk 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.
