Question 1

What are Private Client Services, and how do they differ from standard return preparation?

Accepted Answer

We provide comprehensive tax, wealth, and financial planning to help you achieve substantial, long-term tax savings. Beyond tax reduction, we help you build net worth by implementing strategic financial plans using those savings and implementing additional wealth-creating strategies.

Annual tax return preparation is reactive—it simply reports past financial events. In contrast, our Private Client Services are proactive. We design your tax and entity structure, transaction timing, jurisdiction, and equity sequencing before major financial decisions are made, ensuring your return reflects an engineered outcome. Ultimately, most of our value is generated 12 to 36 months prior to a liquidity event or before the tax-year ends for your annual tax planning, rather than at the time of tax return filing.

Question 2

When should a high-income earner first engage a tax strategist?

Accepted Answer

Ideally before any of the following: a first priced funding round, an 83(b) election window, a planned secondary, a state move, an inheritance, or a sale or recapitalization. Once equity is issued, a transaction is signed, or domicile is challenged, the structuring window closes quickly. Most of our W-2 executive clients start at $2M+ in annual income; most founder clients start pre-exit. Timing is of the essence — the sooner you engage us, the better the outcome.

Question 3

Do you handle equity compensation — RSUs, ISOs, NSOs, founder stock?

Accepted Answer

Yes — equity compensation planning is one of our most active practice areas. We model AMT exposure on ISO exercises, sequence 10b5-1 plans for post-IPO operators, structure exchange funds for diversification, and coordinate with company counsel on lockups, secondaries, and recapitalizations. The work is done by a team of CPAs, attorneys, wealth managers, and other equity compensation experts — not in isolation.

Question 4

What tax strategies do you employ for individuals earning over $2 million?

Accepted Answer

The right tax planning 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 and equity compensation planning, real estate depreciation and other business losses, tax credits, charitable giving and trust 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 5

Are your tax strategies aggressive?

Accepted Answer

Every time you claim more than the standard deduction on your tax return, you take on some risk that the IRS could question your position. That said, one should optimize their tax burden using legal and ethical strategies that comply with the IRS code.

Our clients are highly respected, highly successful, and extremely smart. They would not do business with us if they believed we were not doing a proper job. 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. So we never suggest tax strategies that could jeopardize our reputation or yours, and we strictly avoid gray areas. All of our tax planning recommendations are thoroughly vetted by our in-house team of senior tax attorneys, experienced CPAs, and IRS Enrolled Agents, backed by solid research and detailed analysis of the tax code.

Question 6

How much do you charge for your private client services?

Accepted Answer

Warren Buffett famously said, “Price is what you pay; value is what you get.” While price is an important part of the equation, the true measure is the return on your investment.

We focus on creating substantial, holistic value for our clients. Beyond individual strategies or tax return preparation, you are investing in the expertise of a dedicated team. As a successful executive, business owner, or professional, you appreciate the importance of top-tier talent and strategic advice. Delivering white-glove service through our in-house team of tax attorneys, experienced CPAs, IRS Enrolled Agents, and tax strategists requires a fee structure that reflects this level of expertise and ensures long-term sustainability. If a firm of this caliber is not charging you an appropriate fee, it will not be in business long — and you will not find it when you really need it.

Our private client engagements begin at $30,000 annually. We only onboard clients when we are confident we can deliver a significant return on investment and lasting value.

Question 7

I am going through an IRS or State tax audit, will you accept me as your client?

Accepted Answer

Unfortunately, not as our private client tax planning engagement. However, we have a dedicated IRS and state tax controversy and resolution division — experienced tax attorneys, CPAs, and IRS Enrolled Agents — who can help you defend your IRS audit or any other federal or state tax dispute. You can learn more about our IRS audit defense and tax controversy services.

Once we resolve your IRS audit or any other related issues, we’ll transfer you to our private client tax engagement department.

Strategically minimize your tax liability through tax planning

A planning system, not a return.

Six tax & financial planning modules.

What we model.

Filed return vs. engineered outcome.

Results we ship to our ideal clients.

What to look for in a tax planning firm

Staffing & Expertise

Client Capacity & Requirements

Service Model & Tax Planning

Strategy & Performance

Tax planning, answered.

Schedule a tax reduction strategy now.