Happy Holidays and warm wishes from our family to yours #holidays2024
Neil Jesani Advisors, Inc.
Accounting
Sunrise, Florida 509 followers
National Full-Service Boutique Tax, Accounting, and Financial Firm
About us
We are an in-house group of tax, accounting and financial experts with a CPA, EA, Tax Attorney or CFP designations. We are specially trained and experienced to help high-income individuals and a very successful business/professional firm owners. We ONLY provide our services to individuals and businesses where we can create lots of values and make a maximum impact on their taxes, finance, business, life, and legacy. We build capacity first before we take additional clients to provide the WOW service and build life-long relationship with our clients. Our clients are extremely smart, highly educated and well researched. They prefer to deal with an in-house team of highly knowledgeable tax, accounting, and financial professionals rather than solo CPA or Accountant who focuses on preparing hundreds of tax returns single handedly for any & everybody and/or on book-keeping. Our clients, being very successful professionally and highly paid, understand the value of GREAT advice that is backed by solid research of tax codes and court cases rather than some MEDIOCRE tax person's opinion. They also understand, generally you get what you pay for and the great advice and service from an expert team of professionals warrants reasonable fees. Neil Jesani is the founder and over the last 23 years, he has helped numerous successful people across the country with reducing their taxes substantially, increasing their business profitability, and creating solid financial plans for individuals and businesses alike.
- Website
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http://www.NeilJesani.com
External link for Neil Jesani Advisors, Inc.
- Industry
- Accounting
- Company size
- 51-200 employees
- Headquarters
- Sunrise, Florida
- Type
- Privately Held
- Founded
- 2007
- Specialties
- Personal Planning for Corporate Executives, Retirement Income Planning, Tax-reduction Strategies, Estate Planning, Asset Protection, CFO Services, Tax Preparation, CPA Services, and Tax Planning
Locations
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Primary
1301 International Pkwy
Suite 550
Sunrise, Florida 33323, US
Employees at Neil Jesani Advisors, Inc.
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Rich Hofmann
VP of Tax and CFO Services
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Neil Jesani, CFP®
President at Neil Jesani Advisors, Inc. - A National Full-Service Boutique Tax, Accounting & Financial Firm Serving High Income ($2Million+) W2…
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Terry Turnipseed, JD, LLM
Vice President, Estate Planning & Asset Protection - A Full Service Boutique Tax, Estate Planning, Accounting, & Financial Firm Serving High Income…
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Mindy Huffman, CPA
Director of Taxes & CFO Services | Neil Jesani Advisors, Inc.- A Full Service Boutique Tax, Estate Planning, Accounting & Financial Firm Serving…
Updates
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December is all about good food, good company, and celebrating the season together!🎄 Every Thursday this month, we're hosting a team luncheon to enjoy quality time and gear up for our big Holiday Party on December 19th 🎉 It’s been great seeing the team connect, laugh, and share a little holiday cheer with the people that make our company so special. #NeilJesaniAdvisors
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Tax planning isn’t just about saving on this year’s taxes; it’s about the big picture. While reducing your tax burden now is important, a truly holistic approach plans for the future, minimizing taxes during retirement and when transferring your wealth to your children. At Neil Jesani Advisors, we specialize in creating comprehensive strategies that secure your financial future and protect your legacy. 📲 Visit our website to learn more about how we can help you plan smarter. #taxplanning #taxstrategy #neiljesaniadvisors
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Not all 'gurus' with letters after their names are created equal. 🧐 At Neil Jesani Advisors, we are a full-service boutique tax, accounting, and financial firm with an in-house team that includes all the key designations. This means you get expert, comprehensive guidance to reduce taxes, grow your wealth, and secure your financial future. #taxplanning #financialdesignations #taxeperts #neiljesaniadvisors
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Are you stuck at the red lights while others cruise through the green?🚦 Most CPAs only focus on what taxes you have to pay—but what about the opportunities to legally pay less? At Neil Jesani Advisors, we specialize in finding the 'green lights' in the tax code that let you keep more of your money. Don’t settle for average—learn about our advanced strategies that save you big. 📲 Visit our website in the bio to learn how we can help you move forward with confidence. #TaxPlanning #TaxSavings #TaxStrategy #NeilJesaniAdvisors
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Is your CPA saving you money, or just filing your taxes? Finding the right CPA can make a huge difference in your bottom line. Many CPAs only focus on compliance, but a cost-effective CPA goes beyond the basics with strategies to reduce your tax burden and maximize wealth. Visit our website in the bio to learn more about our Full-Service Boutique Tax, Accounting & Financial Firm. #TaxPlanning #CPA #TaxStrategy #NeilJesaniAdvisors
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For decades, we’ve helped high-income earners and businesses reduce taxes and grow their wealth. Neil Jesani Advisors is a national boutique firm specializing in tax, accounting, and financial strategies. Don’t let the complexities of the 75,000+ pages of the Internal Revenue Code cost you five, six, or even seven figures in unnecessary taxes. Discover why strategic tax planning is the key to keeping more of your hard-earned wealth. Learn more: Neiljesani.com #cpa #taxplanning #taxattorney #enrolledagent
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We’re #hiring a new Senior Tax Associate in Sunrise, Florida. Apply today or share this post with your network.
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What happened to stocks when the Fed cut interest rates by 0.5% in the first round of an easing cycle? The Fed cut interest rates for the first time in years. Most of the time the Fed prefers to make changes in 0.25% increments. This time around, the Fed has chosen to aggressively cut interest rates by 0.5% from their previous level. In the modern era of Fed interest rate changes, the Fed has cut by 0.5% on their first cut in a cycle on three occasions. In both prior instances stocks rallied for a few weeks, then experienced a significant drawdown.
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How to Find the Most Cost Effective CPA, Tax Accountant or Tax Planner? #cpa #tax #taxplanning #taxplanner #irs #enrolledagent #ea #taxattorney https://hubs.ly/Q02QgTsk0
How to Find the Most Cost Effective CPA, Tax Accountant or Tax Planner?
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