Tax Filing & Strategic Planning for
Nextdoor Employees
Reduce taxes on your salary, RSUs, and capital gains, with proactive planning and expert execution.
Big Four-trained professionals. IRS-compliant. Built for equity compensation.
Your Income Isn't Just a Paycheck.
At Nextdoor, your compensation is complex. We built our practice to handle every piece of it.
Your Compensation Package
Multiple income streams require specialized handling
Your Biggest Risk
Concentration risk and tax inefficiency
What We Do About It
Proactive, equity-aware tax strategy
The Result
Measurable outcomes for your finances
This isn't generic tax prep.
This is equity-aware tax strategy.
Built for Equity-Heavy Professionals
Diversify Without a Giant Tax Bill
Use Exchange Funds to reduce single-stock concentration while deferring capital gains taxes. Rebalance intelligently, without triggering a massive tax event.
Sell During Blackout Periods, Legally
Set up 10b5-1 trading plans to automate stock sales, even during restricted windows. Execute diversification on your schedule, not the company's.
Optimize Large Capital Gains
Use strategic timing and tools like CRTs (Charitable Remainder Trusts) to reduce the tax impact of major liquidity events. Keep more of what you earn.
RSU & ESPP Expertise
We reconcile W-2 and 1099-B reporting, prevent double taxation, optimize tax lots grant-by-grant, and handle ESPP lookback calculations. Every vest is accounted for correctly.
Multi-State Filing
Moved mid-year? Working remotely? We allocate income accurately across states, avoiding costly overpayments or compliance risks.
Foreign Reporting & Cross-Border Compliance
From FBAR to FATCA to foreign investments, we ensure proper disclosures and minimize risk. Stay compliant across jurisdictions.
Year-round support from experienced professionals
David
Vishwesh
Jithendra
Robert
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
Simple. Structured. Proactive.
From document upload to year-round advisory, we handle every step.
Share your returns and equity details
Upload your prior tax return and equity statements. We'll parse your documents and start analyzing your compensation structure.
Upload or snap a photo
Receive a personalized tax plan
We analyze your RSUs, ESPP, capital gains, and multi-state exposure, then deliver a plan tailored to your situation.
RSU vesting schedule
Capital gains timing
Multi-state allocation
Expert execution and year-round support
Your CPA implements the strategy, files your returns, and stays available year-round for ongoing planning and questions.
CPA Review Complete
Your return has been verified
Filed with IRS
Federal & state returns submitted
Year-Round Advisory
Ongoing tax planning access
Transparent, Flat-Fee Pricing
All plans include federal & state filing, expert CPA review, and year-round advisory access.
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
Nextdoor employees 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
Senior leaders & executives who need proactive strategy
EVERYTHING IN PREMIUM, PLUS:
- Quarterly CPA Strategy Calls
- Business & Rental Income
- Trust & Estate Planning
- Advanced Tax Strategies
- Dedicated Account Manager
We'll recommend the right plan before you commit.
Frequently Asked Questions
Have more questions? Write us at use@lesser.tax
Yes. We focus on equity-heavy tech professionals. Our CPAs understand the nuances of RSUs, ESPPs, and the complex compensation structures common at companies like Nextdoor.
All planning and filing is CPA-reviewed and IRS-compliant. We follow best practices and stay current with tax law changes to ensure your returns are accurate and defensible.
Yes, we frequently collaborate to align tax and investment strategy. We can work directly with your advisor to ensure your tax plan and financial plan work together.
We specialize in proactive equity compensation planning, not just year-end filing. We combine Big Four expertise with modern technology to deliver year-round tax strategy, not just a once-a-year return.
Stop letting taxes dictate your
diversification decisions.
Peak vesting season fills quickly.