Neil Jesani, CFP®, M.Acc
President & CEO
Founder, President, and CEO of Neil Jesani Advisors. Leads the firm's strategy practice and senior-led engagements for founders, executives, and multi-generational families.
About the Firm
Nationwide Comprehensive Tax, Accounting & Financial Advisory
We design holistic tax, accounting, wealth, risk and financial strategies for ultra-high-net-worth individuals, founders, investors, business owners, and corporations.
- PracticePrivate client · Mid market advisory · Tax controversy
- FootprintMulti-state · Multi-entity · Cross-border
- CadenceMonthly touchpoints · Quarterly reviews · Always available
Our story
Founded on a single idea: deliver unmatched strategic value and extraordinary client experiences that consistently exceed expectations.
2007
Founded
Founder-led since inception
100+
Experts
US-based & credentialed
Top 50
By revenue
U.S. accounting firms
FL · NV
Offices
Serving clients nationwide
The firm was founded by Neil Jesani in 2007 in New Jersey, relocated to Florida in 2019, and rebranded as Neil Jesani Advisors, Inc.
Neil built the firm around a high-tech, high-touch philosophy, investing in advanced technology and top talent to deliver unparalleled value. The firm was created to address a common frustration shared by founders, executives, and ultra-high-net-worth families: traditional advisors are often reactive rather than proactive about high-impact financial strategies.
We take the opposite approach. Engagements begin well before key capital events, such as a pre-IPO, pre-sale, pre-relocation, or before the tax year ends. We write the strategy, quantify scenarios, and sequence execution, ensuring compliance fits inside the optimal structure we build.
Neil Jesani Advisors operates main offices in Fort Lauderdale-Miami, FL, and Las Vegas, NV, serving ultra-high-income earners and mid-sized business clients nationwide. 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. Despite our rapid growth, our focus remains firmly on delivering maximum value to our clients.
What we believe
Four principles that shape every client's engagement.
Principle · 01
Senior-led, always.
Every engagement is owned by a senior advisor — not handed to a junior or offshore staff. Continuity is the deliverable.
Principle · 02
Strategy before compliance.
Compliance is the floor. We develop and design strategies first — then file forms inside it.
Principle · 03
Confidential by design.
Engagements are scoped through a senior fiduciary advisor. Confidentiality is operational, not aspirational.
Principle · 04
No fluff, no mediocre advice.
Create tremendous value through world-class advisors who are highly credentialed and time-tested. No vapor.
Leadership
3 P's: People, People & People.
We've redefined the 3 P's (People, Process and Product) to focus entirely on the Right People. To us, the 'Who' always precedes the 'What.' When you have the right talent in the right roles, the strategy and results follow naturally.
Rich Hofmann, CPA, JD
Chief Financial Officer
Heads the firm's Private Client Practice and serves as Chief Financial Officer. Dual-credentialed tax attorney and CPA with 20+ years of experience leading corporate tax functions at public and private companies nationwide.
George Scopetta, JD, M.Acc.
SVP, General Counsel
Serves as the firm's General Counsel and plays a senior role across the Private Client and Tax Controversy practices. Tax attorney and financial executive with a Big Four foundation in international tax planning.
David Cohen
SVP, Operations
Leads strategic execution and platform expansion. 25+ years of executive leadership across M&A, capital raising, and turnarounds — with full P&L accountability across the firm's advisory verticals.
Jeremy Corkhill, MBA
SVP, Growth
Leads growth strategy and corporate development at NJA — sourcing and executing acquisitions while building new business lines across the platform. 25 years in investment banking, private equity, and corporate development.
Frequently Asked
About us, answered.
Common questions from future clients, team members and investors about our culture, people, philosophy, growth plans and about overall tax, accounting and financial industry.
Engagement Intake
Request Private Strategy Session
Schedule a time
Confidential intake