What are private client services, and how are they different from return preparation?

Return preparation is reactive — it reports what already happened. Our private client services are proactive — we design entity structure, transaction timing, jurisdiction, and equity sequencing before a decision is made, so the eventual return reflects an engineered outcome. Most of our value is created in the 12 to 36 months before a liquidity event, not in the 90 days before a filing deadline.



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

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.



How does QSBS Section 1202 planning actually work?

QSBS can exempt up to $10M (or 10× basis) of gain from federal tax on the sale of qualified small-business stock held five years. We structure issuance timing, stacking via non-grantor trusts to multiply the per-taxpayer exemption, gifting strategies for spouses and family members, and exit sequencing to maximize the available exclusion. The planning has to happen before issuance — not at exit.

Contact us : https://neiljesani.com/tax-controversy-dispute-resolution/