Jerry Pani

About Jerry Pani

Tax Strategist & Accountant with 20+ years of experience helping high-income earners…

Experience

1. Founder & CEO Tax Strategist & Accountant Helping High-income Earners Legally Reduce Taxes

   Tax Plan Strategists, Llc

   Oct 2023 — Present · Houston, TX, US

   We help high-income earners, entrepreneurs, real estate investors, and small business owners legally reduce taxes, protect wealth, and avoid overpaying the IRS.With over 20 years of experience, I specialize in- Legal tax strategy & proactive planning- Entity structuring & restructuring- Advanced tax reduction strategies- Real estate and small business tax solutionsMost of my clients come to me after realizing their CPA or tax preparer has been missing key opportunities. That’s because most professionals focus on filing taxes, not strategizing around them.We currently serve hundreds of clients across all 50 states, providing strategic tax solutions tailored to each unique financial situation. Notable Wins- Helped a real estate investor reduce tax liability by in one year- Designed tax strategies that saved clients over $10M collectively- Restructured multiple 6- and 7-figure businesses to optimize tax outcomes Ready to keep more of what you earn? We’re just one message away. DM “Tax Strategy” or text 83••••••10 — let’s explore how we can work together. Schedule a FREE Discovery Call Now: https://myi.taxplanstrategists.com/book-a-call

Education

• Liverpool John Moores University

  Master of Business Administration (MBA), Business Management

  2011 — 2013

• University of Buea

  Bachelor of Science (BSc), Biochemistry

  1996 — 1999

• Kaplan Business School

  ACCA, Accounting, Finance, Audit, Taxation

  2002 — 2005

• The University of Huddersfield

  Master of Arts (MA), Accounting and Finance

  2007 — 2008

• Kaplan Business School

  CIMA Managerial Level, Management Accounting

  2006 — 2007