Full-service taxes for ambitious earners
Personal tax planning that keeps up with your income. Expert CPAs. Modern software you expect. Zero surprises. Zero hassle.
Serving nearly 1500+ professionals in leading companies
Personal tax planning that keeps up with your income. Expert CPAs. Modern software you expect. Zero surprises. Zero hassle.
Pick from dozens of tax strategies that work for you. They’re built by experts who've scoured the tax code for every opportunity.
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Lesser combines seamless software, powerful AI, and a personalized recommendations engine to optimize your wealth building experience.
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Understand the value and options for existing equity comp, equity comp in a new job offer, or both.
Whether you’re looking at an early exercise, 10b5-1 trading, or an upcoming IPO, make decisions now to maximize the value of your equity (and minimize your tax burden).
Get ahead of potentially large tax implications by understanding how to best manage your ISOs, NSOs, RSAs, and RSUs.
Get the most out of your real estate holdings and work with Lesser to ensure you’re responsibly building your portfolio.
For existing or potential properties, plan the proper ownership structure, and build the optimal lending and liquidity strategy.
For the purchase or operation of investment properties, work with Lesser to ensure you’re minimizing your tax burden (i.e. declaring active vs passive income).
Get all your ducks in a row today to ensure your family is properly taken care of tomorrow.
Our financial advisors will evaluate your existing estate plan documents to ensure they meet your current needs and objectives—and potentially coordinate drafting basic estate plans.
Analyze your current risk exposure across all insurance types to ensure you have the right coverage.
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Planning your move to the U.S.? We’ll help you file the right tax return, convert your Indian bank accounts to NRE/NRO, and avoid hidden tax traps on mutual funds and other foreign investments. Start fresh, the smart way.
Working at a high-growth startup or climbing the corporate ladder? With great income comes great tax exposure. Without proper planning, you could lose a huge chunk of your paycheck to taxes. We’ll help you keep more of what you earn.
Sold your RSUs or cashed out on crypto? If you don’t understand the difference between short-term and long-term capital gains, you might owe more than you expected. We’ll help you time your sales and lower your tax bill.
Got C2C contracts, rental income, or side hustles? Multiple income streams = multiple tax complexities. Without the right structure, you could be paying more than you need to. We’ll show you how to keep it efficient and compliant.
Have assets in India or other countries—like real estate, mutual funds, or family inheritances? Cross-border taxes can get messy fast. We’ll help you manage your global wealth and stay on top of local and U.S. tax laws.
Heading home? Whether you’re selling U.S. stocks, real estate, or planning large purchases—what you do now can impact your tax burden later. We’ll help you exit smart and repatriate funds with confidence.
Lesser helps you find every eligible tax strategy, from basic credits and deductions to complex scenarios, ensuring you maximize your savings.
Book a callLesser helped me time my 401(k) and IRA contributions perfectly—saved thousands in taxes
Tax-loss harvesting wasn’t even on my radar. They helped me offset a huge capital gain
They guided me through selling RSUs and crypto the smart way. No surprise tax bills this year
From the Augusta Rule to oil & gas investing, I had no idea I could lower my taxes like this
I had income from India, the U.S., and rental properties. Lesser made it all work seamlessly
Lesser built a full tax plan around my move to the U.S.—from mutual funds to NRE accounts
What you pay is based on your unique tax situation and its complexity
We protect our data with industry-leading encryption in transit and at rest, and use encrypted channels for all communications.
We only grant access to your documents to licensed tax professionals, and only when necessary.
We charge a flat annual fee based on your situation's complexity. Your personalized quote includes everything: federal and state filing, year-round advisory with your CPA, platform access to message us anytime, guidance for estimated quarterly payments, and equity compensation planning. No hourly billing, no surprise charges
Our team specializes in equity decisions: ISO/NSO exercise timing, AMT calculations, tender offer analysis, and liquidity event planning. We also determine whether you need to make estimated quarterly tax payments and notify you before deadlines to avoid penalties and surprises.
No, we're laser-focused on tax advisory and filing. We don't offer investment advice, portfolio management, or business structure execution. Many of our clients pair us with a separate financial advisor, which works really well. Our expertise is navigating tax complexity—especially for those with equity compensation, liquidity events, or quarterly payment obligations.
If your income is primarily W-2 and you're already maxing your 401(k) and HSA, there's limited additional tax optimization available.
You'll work with our team of CPAs via our platform. We handle your annual filing and connect quarterly for proactive planning. This includes reviewing your situation, calculating estimates, and identifying tax-saving opportunities. Message us anytime; we're responsive year-round, not just during tax season.
