Most of us in tech are first gen — first to go to college, first to be an engineer, first to be paid in RSUs.

Tax planning is often neglected when it comes to equity compensation. Most companies treat RSUs as supplemental income, which means withholding much less tax. This results in tech employees owing substantial amounts to the IRS after a vest. 

Though there are many tax instruments that can benefit tech employees, finding an accountant who can structure a tax plan around equity compensation can be difficult. In a survey of 1,500 employees at public tech companies, for instance, only 47 percent reported having a tax plan. 

Companies today offer little support in helping employees understand and plan for taxes. 

The complexities of the US tax system are mind boggling. Riddled with credits and tax breaks at the state and federal levels, it’s no wonder why the U.S. has 3x accountants per capita vs other developed nations. Even for middle class American households, getting a fair tax outcome requires an expensive accountant. 

We’re redesigned tax filing experience from the ground up around personalization, intelligence, and impeccable customer experience. We think that people shouldn’t have to choose between the personalization and comfort of human services, and the convenience and accessibility of software.

At Lesser, we work with high-achieving professionals from top Bay Area companies. 

We help you navigate tax filing and tax planning centered around financial plan.

Lesser Tax

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