Tax Planning

Identify top tax-saving opportunities

Personalized tax planning with an expert to identify tax-advantaged investment structures. Whether you're planning for high earned income, capital gains, or something else, we can help you reduce your taxes by up to 50% or more.

Invest in your future — and the planet's

If you're a high earner, you've likely maxed out your traditional tax-advantaged accounts. Take the next step by writing off up to 90% of your total income with federal green energy tax incentives.

Pay zero taxes when you sell your shares, crypto, and other public equities

With a Charitable Remainder Trust, you can defer 100% of the capital gains taxes you'd otherwise owe when you sell. Reinvest those savings and watch your money grow faster

Double your exemption with QSBS stacking

Whether you're a founder planning for an exit or an employee optimizing for post-IPO growth, double your exemption (or more!) with QSBS stacking.

If you are eligible for the Qualified Small Business Stock exemption, you're in luck: You get the best tax break in the business. And if you expect to earn more than $10 million when you sell your assets, you can do even better. Multiply your exemption with QSBS stacking.

With Lesser, you can set up your tax savings plan quickly, without the high-priced team

Find the plan for you

We'll help you starting at square one. Read our guides, calculate the potential gains, and choose the right strategy.

Get your customized legal documents

We'll generate your personalized, legally valid documents using our partners, at low cost and in under 48 hours.

Tax-optimized  earnings

Manage your tax-advantaged accounts and enjoy the power of compounding using tax advantaged investments.

Learn about your options

Everything you need to find the tax-advantaged plan for you

With a tax efficient Charitable Lead Annuity Trust (CLAT), you can bring forward charitable deductions to write off up to 100% of the income you’ll earn this year.

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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