Tax Filing and Planning for
tech employees
File your taxes and explore strategies to take control of your financial future. Expert CPAs. Modern software. Audit Guarantee. Faster Response.
Trusted by professionals from
This is what a modern CPA relationship feels like.
One portal. One team. Everything handled. This is what it feels like when your CPA actually proactively manages your taxes.
Tax prep without the busywork
Connect your financial accounts to share data automatically. Answer a few questions, upload remaining documents, and watch everything come together in real-time. No endless email chains, no wondering where things stand.
Direct messaging with zero guilt
Flat annual fee means you can message your CPA without calculating the cost per question.
Total transparency
See your return status, next steps, and timeline. No more black holes.
AI that catches what others miss
Our AI platform works alongside your tax team to scan for thousands of potential issues. You get the judgment of world class human expertise with the precision of automation.
Year-round support from experienced professionals
David
Vishwesh
Jithendra
Robert
Modern tech + human experts, so you file with confidence.
Join tens of thousands of happy filers getting expert-quality returns with zero hassle.
Upload your tax forms
Snap a pic or upload your tax forms into Lesser. We'll parse your forms and start prepping your return!
Take a picture or select a file
Maximize your tax savings
We scan your financials and uncover every deduction and credit you're entitled to — strategies most filers miss.
Contribute to Backdoor Roth IRA
Your income exceeds the limit. Contribute up to $7,000 via backdoor Roth.
Tax savings
+$2,134
Real Estate Depreciation
Deduct depreciation expenses on rental property over 27.5 years.
Tax savings
+$4,200
Home Office Deduction
Deduct portion of mortgage, utilities, and maintenance for home office.
Tax savings
+$2,400
Expert review & file
A dedicated CPA reviews every detail, answers your questions, and files with the IRS — guaranteed accurate.
CPA Review Complete
Your return has been verified
Filed with IRS
Federal & state returns submitted
Year-Round Advisory
Ongoing tax planning access
Why choose Lesser?
See how we compare to a traditional CPA across the areas that matter most.
Expertise
Lesser
Built for equity & complexity
Traditional CPA
Generalist approach
Technology
Lesser
Intelligent automation, zero friction
Traditional CPA
Manual back-and-forth
Service
Lesser
Proactive year-round planning
Traditional CPA
File and forget
Pricing
Lesser
Flat annual fee
Traditional CPA
Hourly billing, no cap
Your tax situation isn't simple.
We decode what others miss.
Lesser combines tax expertise from Big Four and elite firms with a fully integrated, AI-powered platform. The result: precise returns, proactive planning, and complete visibility. We handle the complexity so you don't have to.
Pavan Pullugulla
9 reviews
"They are really good at handling taxes. Starting from reaching out and helping with estimates and then proceeding with final submission, everything felt smooth and good."
a week ago
Srujana Dusari
1 review
"I've had a very positive experience with Lesser Tax. They are highly professional, listened to our concerns, and provided solutions accordingly. I especially appreciated the tax strategy planning reports they shared with us this year — they took the time to discuss everything in detail and offered valuable suggestions."
3 months ago
Shawn Benny
2 reviews
"I had a great experience working with Danish and the Lesser Tax team to file my 2024 taxes. They were incredibly responsive and took the time to answer all my questions thoroughly. One of the standout aspects was the expert review after I had input all my information. I highly recommend Lesser Tax if you're a self-employed freelancer or need reliable support for your business taxes."
11 months ago
Yamini Swetha Gudibandi
1 review
"I had a great experience with Lesser Tax. They were reliable, thorough, and genuinely cared about helping me get the most out of my tax refund. What really stood out was how they took the time to explain everything and gave me practical tips to plan my income better and save on taxes. It didn't feel like a one-time service — they helped me think long-term."
a year ago
Suvashis Nandy
10 reviews · 1 photo
"Lesser tax has been phenomenal working on my complex tax filing. Their knowledge of the subject is too wide and vast which helped me structure and accurate filing of my taxes besides the smoothness and easy filing process."
a year ago
Kandagatla Alekya
1 review
"I had a fantastic experience with lesser Tax. The team was professional, knowledgeable, and incredibly patient in answering all my questions. They ensured every deduction and credit I was eligible for was accounted for, and the process was smooth from start to finish. Their attention to detail and quick turnaround time gave me complete peace of mind. Highly recommend their services for anyone looking for tax filing!"
a year ago
Everything included. One flat fee.
Annual tax preparation and filing, year-round planning, and equity advisory — all included in your personalized plan. No hourly billing. No surprise charges.
Essential
Ideal for W-2 employees with straightforward tax needs
INCLUDES:
- Federal & State Filing
- W-2 & Bank Interest
- Annual CPA Check-in
- Basic Deductions Review
- Standard Support
Premium
Tech professionals with equity compensation & complex income
EVERYTHING IN ESSENTIAL, PLUS:
- RSU / ISO / NSO Planning
- Semi-Annual CPA Check-ins
- Foreign Reporting (FBAR / FATCA)
- Home Mortgage Optimization
- Priority Support
Private Client
Founders, investors & business owners who need proactive strategy
EVERYTHING IN PREMIUM, PLUS:
- Quarterly CPA Strategy Calls
- Business & Rental Income
- Trust & Estate Planning
- Advanced Tax Strategies
- Dedicated Account Manager
Security built for how you work.
We protect your data with the same enterprise-grade security standards you expect from modern software. Bank-level encryption and secure infrastructure throughout — so you never have to wonder if your information is safe.
SOC 2 Compliant
Enterprise-grade infrastructure audited to SOC 2 standards
IRS Authorized
Certified e-File provider with direct IRS submission
Bank-Level Encryption
256-bit AES encryption protects all data in transit and at rest
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.
Yes. We use bank-level encryption, are SOC 2 compliant, and are an IRS Authorized e-File Provider. Your data is never sold or shared.
If your income is primarily W-2 and you're already maxing your 401(k) and HSA, there's limited additional tax optimization available. But if you have equity compensation, side income, or investment gains, we can often find meaningful savings.
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.
Yes! Every client is matched with a dedicated CPA who knows your situation. You'll have direct access via chat, video calls, and email throughout the year.
Ready to stop overpaying
on taxes?
Answer a few questions about your tax situation and see your flat annual fee instantly.