FINANCIAL PLANNING

Reduce your burden.
Taxes

Evaluate past filings and build future projections to understand the impact of your financial decision and reduce your tax burden.

Tax Projections

We’ll evaluate your tax burden year to date. Then we’ll create a strategy for the rest of the current tax year.

Evaluate your investment portfolios for opportunities to harvest tax losses and reduce your capital gains taxes.

Analyze your prior year’s tax returns and get recommendations to reduce your tax burden.

Create Your Will or Trust

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.

Tax forms correctly inputted

Business write-offs look good

Federal return looks good

Credit looks good

Ready to file

Expand your empire.
Real Estate

Get the most out of your real estate holdings and work with Range to ensure you’re responsibly building your portfolio.

Whether getting your first home or upgrading, understand how to best make your home purchase (i.e. 1031)—and how that might impact your cash flow.
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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 Range to ensure you’re minimizing your tax burden (i.e. declaring active vs passive income).

Get more out of your money.
Cash Flow

Understand how your money comes in, where it's going, and how slight modifications could free up funds to do more.

Evaluate your current income sources, household expenses, and obligations to gain a clear understanding of your financial situation—and potential.

Calculate your net cash flow and build a strategy to increase disposable income so you can invest in the future or eliminate your debt.

Use comprehensive DIY tools to set budgets and build cash flow projections—then work with Range to allocate disposable income.

Personalized guidance

When you schedule a consultation call, you’ll enjoy the benefits of personalized one-on-one consultation with a Pro.

Save time and stress

Stop struggling with confusing forms and laws. Work with Lesser for less stress and more free time for what matters most to you

Financial confidence

Walk away with a clearer understanding of your situation and gain the confidence to make informed financial decisions.

Testimonials

What our customers are saying!

Lesser helped me easily navigate ISO exercises by building a model to weigh the pros and cons.

Ben Nicholas

Founding Engineer

They handle all my K-1s without any hassle, and I don’t have to worry about a thing.

Eugene

Investor

Lesser helped me estimate my tax obligations and stay on top of quarterly payments.

Nathan

Software Engineer

The process is super smooth, and the team at Lesser really knows their stuff.

Shivam Mittal

Principal

Lesser helped me sell the right RSU shares on the right dates to maximize tax write-offs.

Emily

Product Manager

Lesser took care of my stock options, investment income and salary—without missing a beat.

Julia Payne

Co-founder

Reduce your burden.Taxes