Enhance tax savings with Tax loss harvesting solutions

Products

Tax loss harvesting

Transform your investment losses into strategic tax advantages and optimize your portfolio's performance with AI-driven precision.

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Strategic loss identification and utilization

Identify specific securities within your portfolio to offset capital gains, reduce taxable income, and carry forward losses for future tax years.

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Maximize ordinary income deductions annually

Calculate your exact ordinary income deduction while optimizing long-term and short-term loss carryforwards across multiple tax years for sustained tax benefits.

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Multi-year loss carryforward optimization

Project your tax savings over 5+ years by strategically timing loss harvesting to offset future capital gains, potentially saving in taxes through optimal carryforward utilization and gain/loss matching.

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File your return with confidence

Simplify tax reporting with precision, ensuring your tax loss harvesting is accurately captured and filed for stress-free returns.

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Tax positions for businesses and individuals

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Depreciation

Business can typically deduct 50% of meals associated with doing business with some cases allowing up to 100% deduction.

Residential clean energy

Taxpayers who invest in renewable energy improvements for their home or second home may qualify for a credit to lower their income tax.

Clean vehicle

Businesses and Individuals can receive a tax credit for purchasing new eco-friendly vehicles. Individuals may also qualify on used eco-friendly vehicles.