Reduce your taxes by up to 50%.
Whether you're planning for high earned income, capital gains, or something else, we can help you reduce your taxes by up to 50%.
Get Started%20(2).png)
Whether you're planning for high earned income, capital gains, or something else, we can help you reduce your taxes by up to 50%.
Get Started.png)
.png)
Personalized tax planning with an expert to identify tax-advantaged investment structures &
tax-saving opportunities
Lesser combines seamless software, powerful AI, and a personalized recommendations engine for a whole new kind of tax filing experience.
More than 50% of your compensation is paid in stock — don’t handle it right and you can become poor overnight.
Lesser helps understand your annual total compensation projections, monthly income summaries, upcoming RSU vests, and a look into all your RSU Grants.
Manage your estimated tax payments - failing to do so can lead to significant financial penalties imposed by the IRS.
Lesser provides a reliable system to handle your estimated tax obligations.
When selling your shares, it's crucial to be mindful of potential capital gains taxes that could impact your returns.
Lesser is here to help you navigate these complexities, ensuring you make informed decisions and keep more of what you earn.
Start planning smarter today.
Write off the gains when you sell property so you can take on the next project or diversify.
It's the biggest win you're likely to see. Keep more of it and make your hard-earned gains work for you.
You made a smart bet, and it's paid off.
Diversify your portfolio and eliminate the tax bill.
You've decided to take some gains. Eliminate the taxes and redeploy 100% of your capital immediately.
Write down what matters most to you
Plan recurring and one-time purchases
Estimate taxes, itemized deductions, & tax rate
Reconcile Student loans, mortages, & credit cards
Lesser combines seamless software, powerful AI,
and a network of tax professionals for a
whole new kind of tax filing experience.
Lesser helped me easily navigate ISO exercises by building a model to weigh the pros and cons.
They handle all my K-1s without any hassle, and I don’t have to worry about a thing.
Lesser helped me estimate my tax obligations and stay on top of quarterly payments.
The process is super smooth, and the team at Lesser really knows their stuff.
Lesser helped me sell the right RSU shares on the right dates to maximize tax write-offs.
Lesser took care of my stock options, investment income and salary—without missing a beat.
Tax filing just got way easier. Upload your tax forms and we’ll autofill your return. Plus, expert human review ensures you get every major credit and deduction you deserve.
Rest easy knowing that your tax return was vetted by a tax professional, so you can file with confidence.
Got a question? Round-the-clock advice from dedicated tax experts is just a click away. No extra fees, ever. Just shoot us a message — we’re here to help.
Venture capital funds are typically structured as limited partnerships, which are pass-through tax entities. This means the tax burden falls on the general partners (GPs) and limited partners (LPs), not on the fund itself.
GPs and LPs pay taxes on their respective shares of the fund's taxable income.
Realized gains occur when the fund sells its investments at a profit. GPs and LPs pay taxes on their share of these gains. The tax rate depends on how long the fund held the investment:
Short-Term Capital Gains: Assets held for less than three years, taxed at rates up to 37%.
Long-Term Capital Gains: Assets held for three years or more, taxed at rates up to 20%.
Your adjusted gross income determines the exact tax rate.
Schedule K-1 is a tax document that reports each partner's share of the fund's profits and losses. The fund's tax team prepares this form for each GP and LP annually. Partners use it to determine the taxes owed on any gains, and the fund submits a copy to the IRS along with its tax return.
When your RSUs vest, they are treated as ordinary income based on the fair market value of the shares at vesting. Taxes are withheld, often at the supplemental rate of 22%, but this may not cover your actual tax liability, especially if you're in a higher tax bracket.
Yes, many companies allow you to adjust the withholding rate on your RSUs.
Increasing the withholding can help prevent a surprise tax bill when you file your return.
If you're selling all your RSU shares and have no upcoming vesting events within 30 days, wash sales may not be a concern. However, if you have regular vesting schedules, especially monthly, wash sales can become more complicated.
