Question 1

Who is Neil Jesani Advisors and how large is the firm?

Accepted Answer

The firm was founded by Neil Jesani in 2007 in New Jersey, relocated to Florida in 2019, and rebranded as Neil Jesani Advisors, Inc.

Today, Neil Jesani Advisors operates from two main offices in Fort Lauderdale-Miami, FL, and Las Vegas, NV, serving clients nationwide. Due to our client concentration, we are currently conducting due diligence to open additional offices in Silicon Valley and Manhattan.

While Neil Jesani Advisors does not operate as a traditional accounting firm, our estimated top-line revenue places us among the top 50 largest U.S. accounting firms by revenue. For us what matters most is not how big or small the firm is but the unparalleled value you create for your clients.

Question 2

How is Neil Jesani Advisors different from a traditional accounting firm or CPA practice?

Accepted Answer

Traditional firms organize around tax compliance and accounting—focusing on filing forms by deadlines, performing audit and assurance work, and billing on a project or hourly basis.

In contrast, we focus on the value created by proactive tax, accounting, and financial strategies. We serve ultra-high-income individuals earning $2 million or more, as well as mid-sized businesses generating at least $50 million in top-line revenue. Our advanced tax strategies are developed by an in-house team of tax attorneys, CPAs, IRS Enrolled Agents, CFPs and other Experts. These strategies are thoroughly researched, backtested, and strictly compliant with IRS tax codes. For us, compliance work is the baseline, not the final deliverable, though we handle all standard tax and accounting work with high precision.

Question 3

Who is the right client for Neil Jesani Advisors?

Accepted Answer

Our ideal clients generally fall into two categories: 1) Ultra-High-Income Individuals: Individuals earning more than $2M annually, including W-2 tech or corporate executives, professionals (such as physicians, dentists, and lawyers with private practices), and business owners or founders who do not yet meet the criteria for our mid-market business services. 2) Mid-Sized Businesses: Companies generating $50M to several billion dollars in top-line revenue, as well as businesses at their Series B/C funding rounds or pre-liquidity stage.

We also work with families with $15M+ in net worth who are navigating complex tax, wealth, estate, and asset protection challenges.

Question 4

What services do you provide mid-sized businesses generating $50M+ to several billions in revenue?

Accepted Answer

Our mid-market business advisory primarily falls into three separate buckets: 1) Tax Advisory: Includes tax strategies and tax compliance services for businesses, as well as their founders, partners, owners, and investors, 2) CFO Advisory: Supports existing in-house CFOs, Controllers, or finance teams with additional expertise and assistance as needed, and 3) Transaction Advisory Services: Includes structuring, diligence, and post-close work for M&A deals to optimize after-tax proceeds for sellers and refine effective acquisition costs for buyers.

Question 5

What kind of tax strategies do you suggest to individuals earning over $2 million?

Accepted Answer

The right approach depends on several factors, including income sources (W-2 salary, business, investments, or real estate), state residency, international assets, age, marital status, liquidity, and your charitable or inheritance goals. Because there is no one-size-fits-all solution, strategies may draw on business entity planning, real estate depreciation, tax credits, charitable structuring, or investment-based solutions. We focus on holistic, long-term planning that addresses tax efficiency for today, during your distribution years, and ultimately for wealth transfer.

Question 6

What do your IRS and State Tax Controversy and Resolution services include?

Accepted Answer

The best tax controversy defense is preventing issues with IRS or state authorities entirely. However, ultra-high-income earners and successful businesses face a higher likelihood of audit and dispute. When a taxing authority challenges a return, position, or transaction, your wealth, reputation, and legacy require a deliberate defense.

Our team of 70+ professionals—including US Tax Court-admitted attorneys, CPAs, CFOs, and IRS Enrolled Agents—brings centuries of combined experience to examinations, appeals, collections, and related controversy matters. Where legal services are required, they are rendered by independent outside counsel with whom our firm maintains professional affiliations.

Question 7

How does Neil Jesani Advisors charge Private Clients and Businesses?

Accepted Answer

We offer engagement-based pricing for defined projects (such as audit defense, transaction advisory, and Quality of Earnings reports) and an annual retainer for ongoing advisory services. Any out-of-scope work is billed on an hourly basis.

We are committed to delivering exceptional value by combining world-class expertise with white-glove service. We firmly believe that top-tier, holistic advisory services provide a return that far exceeds the investment. In fact, we will only accept you as a client if we are confident we can create substantial value for you.

Question 8

How do I begin working with Neil Jesani Advisors?

Accepted Answer

Reach out via our Contact page, send us an email, or call our direct line. A senior business practitioner will respond within a few hours to schedule a 30-minute introductory call and outline next steps.

We are very selective in accepting new clients to ensure they fit our ideal client profile, allowing us to deliver maximum value and fulfill our commitments. Because our primary priority is serving the tax, accounting, and financial needs of our existing clients, we carefully manage our capacity before onboarding new relationships. We appreciate your patience if our response is slightly delayed.

Question 9

What are Neil Jesani Advisors' reviews?

Accepted Answer

At Neil Jesani Advisors, we have built a high-performing culture that appreciates and rewards top talent and exceptional outcomes. Our clients are highly successful, ultra-high-income earners, ultra-high-net-worth families, and businesses. They partner with us for expert advice and white-glove service, with every engagement led by a senior advisor holding JD, CPA, EA, or CFP designations. They seek genuine tax advice that is legal, ethical, and thoroughly researched, and they value substantive, well-grounded guidance.

We carefully select clients who fit our ideal profile, ensuring complete transparency regarding our deliverables and fees. Our goal is to consistently exceed expectations. To achieve this, we hire highly talented technical experts, offering competitive compensation and attractive benefits, while maintaining rigorous standards for detailed, high-quality work. Although no firm aims to work with mismatched clients or team members, improper fits can occasionally occur despite careful selection.

Because we serve high-profile clients, we prioritize their privacy and do not solicit public Google reviews. Similar to major national accounting firms, our reputation relies on direct relationships and proven results. Our clients evaluate our skills and value creation through firsthand experience rather than online ratings, unlike a local tax preparer, small accounting firm, restaurant or car dealership.

Question 10

Who is Neil Jesani Advisors' competition?

Accepted Answer

Every business has competition, which benefits consumers and drives businesses to encourage continuous improvement and deliver greater value.

Mid-Market Advisory Services: We compete with top 50 accounting firms. To maintain a strict separation of work, we intentionally do not offer audit and assurance services, focusing instead on tax, CFO support and transaction advisory services. Our goal is to provide mid-sized businesses with better, more cost-effective, and faster advisory services.

Private Client Advisory Services: We have virtually no direct competition. No other firm matches our combination of highly credentialed tax staff and integrated expertise across tax, CFO, wealth, estate, and asset protection planning, all delivered with confidential, white-glove service. While some solo CPAs or other smaller firms may sound similar, there are not many firms with more than 100 US-based experts providing real guidance and standing by their work.

Question 11

How much AI (now Super Intelligence) does Neil Jesani Advisors use?

Accepted Answer

We are strong believers in AI, like many of our fellow Americans, and we have a dedicated task force that evaluates, uses, and adopts AI tools. However, as many of our clients are creators of AI technology themselves, they prefer personalized human service rather than AI-driven interactions.

Because of this, we prioritize providing high-touch, white-glove service and advice from expert, US-based team members who work primarily out of our office. We leverage AI strictly on the back end to enhance efficiency, reduce costs, and allow our team to focus on the high-value work that requires human intelligence and touch.

One firm.
Three practices.

Our ideal Clients

Comprehensive financial strategies,
designed for preservation and growth.

Mid-Market Advisory

Private Client Services

Tax Controversy

Senior Expert Team guidance, on retainer.

How We Work

Discovery

Strategy Design

Execution

Ongoing Optimization

Representative Outcomes.

$3.2M RSU Exposure

Legal Entity Rationalization

Founder Liquidity Event

Answers for tax and financial complexity

Stop reacting.
Start controlling.

Time is of the essence!

Step 1: Initial Strategy Review

Step 2: System Mapping

Step 3: Strategy Design

One firm.Three practices.