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$2 Million Minimum Household Income Required

Anthropic Employees: Strategically Minimize Your Tax Liability Through Legal and Ethical Tax Planning

Your Anthropic equity deserves more than standard tax prep. Get a plan built by an in-house team of 70+ highly experienced tax attorneys, senior tax CPAs, IRS Enrolled Agents, and tax strategists, before your net worth is measured on December 31.

Schedule a Tax Reduction Call  →

Request Your Tax Reduction Call

Confidential. No obligation.
The clock is running

Time remaining to put 2026 strategies in place before December 31

That's the date your net worth is measured under the proposed California billionaire tax, and the deadline for most year-end planning.

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Schedule a Tax Reduction Call  →
Are you an

Anthropic Employee

Current or former employee holding Anthropic equity…

  1. 01Holding a large share of your net worth in Anthropic equity and want legal strategies to reduce the tax on it?
  2. 02Selling in a tender offer, or holding RSUs or options, and unsure how timing affects your tax bill?
  3. 03Expecting a future liquidity event and want a plan in place before it happens, not after?
  4. 04Concerned about the proposed California billionaire tax and how your private shares will be valued on December 31?
  5. 05Outgrown your CPA and need real tax planning from Tax Attorneys and specialists?
The Neil Jesani Advisors team
70+ In-house tax attorneys, senior CPAs & strategists
As featured in
The Wall Street Journal Forbes Inc. NBC CBS CNN Money

Holding Anthropic equity and earning $2M+ from salary, bonus, RSUs, tender offers, or investments? Our team will build your personalized tax reduction plan.

Consult a Senior Tax Attorney / CPA  →
About Neil Jesani Advisors

A full-scale, in-house tax firm built exclusively for Ultra high-income America

Our team consists of a highly skilled group of tax, accounting, and financial professionals — including CPAs, IRS Enrolled Agents, Tax Attorneys, and Certified Financial Planners — providing specialized tax services to clients nationwide.

We focus exclusively on ultra high-income individuals, employees with significant private-company equity, successful business owners, and professional firms, ensuring we can deliver substantial value and create a meaningful impact on their taxes, finances, businesses, lives, and legacies. We are committed to excellence and prioritize building capacity before accepting new clients, ensuring we can consistently deliver outstanding service and cultivate long-term relationships built on trust and results.

Our clients expect more than an isolated CPA handling hundreds of generic returns. They want an in-house team with deep expertise in tax regulations, court cases, and legal precedents. For 25 years, Neil Jesani and his team have helped a select group of successful individuals and businesses significantly lower their taxes, improve business profitability, and build robust financial strategies.

20Years of practice
70+In-house professionals
10,000+Sq ft — Miami-Fort Lauderdale HQ
6,000+Sq ft — Las Vegas office

The clients who find us wish they'd found us sooner, especially with December 31 approaching. Schedule a call with a senior tax attorney →

Choosing Wisely

What to Look for in a Tax Planning Firm

At $2 Million+ income levels, with significant private-company equity on the line, tax planning isn't about generic strategies — it's about the people who are developing, implementing, monitoring, and standing by ready to represent you if something goes wrong.

01

Staffing & Expertise

  • How many Tax Attorneys and Senior CPAs are on staff as W-2 employees?
  • Do you employ Tax Attorneys admitted to the U.S. Tax Court?
  • How many senior staff members have prior IRS experience, and for how many years?
02

Client Capacity & Requirements

  • What is your total client and certified advisors count?
  • What is the client-to-certified-senior-staff (Tax Attorney and CPA) ratio?
  • Do you have a minimum income (e.g., $2M minimum vs. $500k) or net worth (e.g., $10M minimum vs. no minimum) requirement to accept new clients?
03

Service Model & Tax Planning

  • How many meetings are included annually for the tax planning process?
  • What is the specific allocation of attorney and CPA hours per client?
  • Where are tax returns prepared (in-office, remote, or offshore), and what is the review process?
04

Strategy & Performance

  • What advanced tax strategies do you utilize, and what is your vetting process?
  • Have you valued private-company equity for tax purposes, and defended those valuations in an audit?
  • Can you provide projections for tax savings over the immediate term, ten years, at retirement, and upon estate transfer?
Your In-House Team

Meet Some of Your Future Tax Advisors

Neil Jesani

Neil Jesani, CFP®, MAcc

President & CEO

Rich Hofmann

Rich Hofmann, CPA, JD

Executive Vice President of Tax

Raniya Jesani

Raniya Jesani, IRS EA

Tax Manager

George Scopetta

George Scopetta, JD

VP of Tax & CFO Services

Larry McDermot

Larry McDermot, CPA

Senior Tax Director

Richard Phillips

Richard Phillips, JD

Senior Director of Tax & Estate Planning

Kevin Taylor

Kevin Taylor, JD, MBA

Director of Tax & CFO Services

Cody Dinda

Cody Dinda, CPA, EA, MST

Senior Manager of Taxes & CFO Services

Leslie Borgia

Leslie Borgia, JD

Senior Tax Manager

Waheeda Ghani

Waheeda Ghani, JD,LLM

Director of Tax & Advisory

Andres Pfefferkorn

Andres Pfefferkorn, CPA

Director of CFO Services

Seth Komitzky

Seth Komitzky, JD, LLM

Director of Tax & Advisory

Theodore Clarke

Theodore Clarke, JD, LLM

Director of Tax & Advisory

Patrick Gibbons

Patrick Gibbons, JD, LLM

Director of Tax & Advisory

Aaron Browning

Aaron Browning, CPA

Director of Transaction Advisory Services

Client Experiences

What Customers Are Saying

Neil Jesani Advisors, Inc.
4.1 ★★★★☆
Based on 18 reviews
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Nicolas Cordoba 3 months ago
G
★★★★★

Working with Anu Krishnan has been an absolute pleasure. She is incredibly responsive, quick, and professional in every interaction…

Mark Balian 6 months ago
G
★★★★★

You should work with Neil Jesani Advisors if you want access to advanced tax planning guidance and are a high earning professional…

Jason Linder, PsyD 7 months ago
G
★★★★★

Daniel P and Reni were accommodating & nice even though we weren't ready to work together yet.

Asser Fayed a year ago
G
★★★★★

Neil's team helped me with tax strategies and estate planning. I'm very impressed with their work, and they have definitely exceeded my expectations…

Chris Monberg a year ago
G
★★★★★

The Neil Jesani team has significantly improved my financial outlook. I've utilized their expertise across various services and have consistently been impressed…

Strategic Board of Advisors

Board of Advisors

Our advisors bring decades of experience across business, technology, government, finance, and national leadership.

Nikki Haley

Nikki Haley

Former Governor of South Carolina & U.S. Ambassador to the United Nations

116th Governor of South Carolina, former U.S. Ambassador to the United Nations, and two-time New York Times bestselling author. Named one of the 100 most influential people in the world by Time magazine.

Read full bio
Brian Krzanich

Brian Krzanich

CEO of Cerence AI & Former CEO of Intel Corporation

President and CEO of Cerence and former CEO of Intel Corporation. Engineer and business executive with 40+ years leading some of the world's most consequential technology companies.

Read full bio
H.R. McMaster

H.R. McMaster

Lieutenant General, U.S. Army (Ret.) & 25th U.S. National Security Advisor

Fouad and Michelle Ajami Senior Fellow at the Hoover Institution, Stanford University. Served 34 years as a commissioned U.S. Army officer, retiring as Lieutenant General after serving as the 25th assistant to the president for National Security Affairs.

Read full bio
Roger W. Ferguson, Jr.

Roger W. Ferguson, Jr.

Former President & CEO of TIAA & Vice Chairman of the U.S. Federal Reserve

Immediate Past President and CEO of TIAA and former Vice Chairman of the Board of Governors of the U.S. Federal Reserve System. Steven A. Tananbaum Distinguished Fellow for International Economics at the Council on Foreign Relations.

Read full bio
Brian Cornell

Brian Cornell

Executive Chair & Former CEO of Target Corporation

Executive Chair of Target's Board of Directors and former CEO, credited with transforming the brand into a $100 billion omnichannel retailer. More than four decades of senior leadership across Target, PepsiCo, Sam's Club, and Michaels.

Read full bio
Don't Wait

December 31 Is Coming Fast

Many tax strategies need to be in place by year end, and some require a significant development period. For Anthropic employees, December 31 is also the date your net worth is measured under the proposed California billionaire tax. The sooner you start, the greater the tax savings will be.

If you're an Anthropic employee earning at least $2 million annually from your salary, equity, or investments, and are seeking a sizable tax reduction along with personal CFO services from an in-house team of experts, we invite you to book a call today.

Consult Senior Tax Attorney / Tax CPA Now →
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Our firm is based in Fort Lauderdale–Miami and Las Vegas, with clients nationwide.

We engineer tax outcomes for high-net-worth individuals, founders, investors, business owners & corporations.

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  • Fort Lauderdale Office 1301 International Parkway, Suite 550
    Sunrise, FL 33323
  • Las Vegas Office 1160 N. Town Center Dr., Suite 130
    Las Vegas, NV 89144
  • hello@neiljesani.com
  • +1 (800) 758-3101

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Circular 230 Notice: Information presented on this site is provided for general informational and educational purposes only and does not constitute tax, legal, accounting, or investment advice. No advisor-client relationship is created by use of this site or by submitting an inquiry. Any tax advice contained herein is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding tax-related penalties. Representative outcomes reflect prior client work under specific facts and are not a guarantee of comparable results. See our full disclosures.

© 2026 Neil Jesani Advisors, Inc. All rights reserved.

Fort Lauderdale, FL · Las Vegas, NV

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