Your U.S.–India taxes,
handled correctly
Living in River Islands with Indian bank accounts, mutual funds, or rental income? Most CPAs miss these. We don't.
River Islands, Lathrop
San Joaquin County, CA
NRI Community
100+ NRI Filings
Cross-border experts
From $99/yr
Flat-fee, no surprises
If You Have ANY of These...
You likely have cross-border reporting requirements. Missing them can trigger penalties.
If you're unsure, it's better to review early.
Core Areas of Cross-Border Tax Compliance
FBAR (Foreign Bank Reporting)
If your Indian accounts exceeded $10,000 at any point, FBAR may be required. Most people don't know this.
FATCA (Form 8938)
Certain foreign assets must be reported to the IRS. We calculate thresholds and file accurately.
PFIC (Indian Mutual Funds)
Most Indian mutual funds trigger PFIC rules. Handled incorrectly, they can increase taxes dramatically, create IRS exposure, and require Form 8621 filings.
RNOR Planning (Returning to India)
Without RNOR strategy, you may pay unnecessary taxes, miss favorable timing windows, and create avoidable compliance issues.
We Specialize in Indian Cross-Border Taxes
Our team understands both U.S. and Indian compliance frameworks.
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
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
We recommend the right plan after reviewing your case.
Foreign reporting penalties are real.
PFIC mistakes compound over time.
Unfiled FBARs can create serious exposure.
Frequently asked questions
Yes. Our CPAs and IRS Enrolled Agents are experienced in FBAR, FATCA, PFIC (Form 8621), Indian rental income, Foreign Tax Credits, and RNOR planning. We've handled hundreds of cross-border filings.
Likely yes. If the aggregate value of all your foreign accounts exceeds $10,000 at any point during the year, you must file an FBAR (FinCEN 114). FATCA filing (Form 8938) may also apply based on your asset thresholds. Penalties for non-filing can be severe.
Most Indian mutual funds are classified as PFICs (Passive Foreign Investment Companies) under U.S. tax law. Without proper Form 8621 filings, gains can be taxed at punitive rates with compounding interest penalties. We handle these filings correctly.
Yes. We specialize in RNOR (Resident but Not Ordinarily Resident) planning to help you transition tax-efficiently. This includes timing of stock sales, repatriation of U.S. assets, and structuring your move to minimize double taxation.
We charge a flat annual fee based on your situation. No hourly billing, no surprise charges. We'll review your case and recommend the right plan before you commit.
Don't Guess With Cross-Border Taxes.
30-minute consultation. No pressure. Let us review your situation.