Thanks for booking a tax reduction phone appointment with Neil Jesani Tax Advisors and team. A member of our team will reach out to you directly on your provided phone number, calling from the (954) area code.
We are an in-house group of tax, accounting, and financial experts with CPA, EA, Tax Attorney, or CFP designations. We are specially trained and experienced to help high-income individuals and very successful business owners and professional firms. We ONLY provide our services to individuals and businesses where we can create lots of value and make a maximum impact on their taxes, finances, business, life, and legacy. We prioritize building capacity before accepting new clients to ensure we deliver WOW service and cultivate lifelong relationships with our clients.
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 tax prepares. They also understand that quality aligns with cost, and that outstanding advice and service provided by a team of experts justifies reasonable fees.
Over the past 23 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?
