Industries We Serve
At Neil Jesani Advisors, Inc., we serve a broad range of industries with our full-service boutique approach. Our specialized tax, accounting, and advisory services are tailored to the unique challenges of each sector, from real estate and healthcare to technology and professional services. We work closely with you to develop custom strategies that enhance performance, ensure compliance, and support long-term success.
Frequently Asked Questions
We’ve compiled answers to common questions to provide clarity and help you make informed decisions.
We work with individuals, entrepreneurs, and growing businesses
that value proactive planning, clarity, and long-term financial
strategy rather than transactional compliance-only services.
As a boutique firm, we provide highly personalized service and
direct access to experienced professionals. Unlike larger firms
where work is often siloed across departments, we offer seamless,
proactive, and customized solutions tailored to your needs.
Yes. We serve clients nationwide through secure data platforms
and virtual meetings. While many clients prefer a remote
relationship, in-person meetings can be arranged when needed.
We collaborate closely with outside advisors when needed,
ensuring coordinated planning, consistent communication,
and alignment across all aspects of your financial strategy.
Absolutely. We specialize in integrated tax strategies that
optimize both individual and business structures, identifying
overlapping opportunities for tax efficiency and long-term planning.
While audits are rare, we prepare returns with care, documentation,
and professional judgment. If an audit does occur, we guide clients
through the process with clarity and confidence.