#1 Tax Optimization Platform in US

Tax loss harvesting is selling investments at a loss to offset capital gains and reduce your tax bill. You can then immediately reinvest in similar assets to stay in the market. This is one of the best tax planning strategies in the United States, saving investors $2,000-$15,000 annually. You can offset up to $3,000 of ordinary income each year. Our tax planning services help identify these opportunities automatically throughout the year.

Most investors save $5,000-$25,000 annually through comprehensive tax optimization strategies.

High earners ($200k+) typically save $15,000-$50,000 per year, while cross-border investors managing US-India wealth can save $10,000-$50,000 through DTAA benefits and foreign tax credits. Actual savings depend on your income, portfolio size, and tax situation. Learn more about tax-saving strategies for NRIs in the USA.

Professional tax planning services US deliver significantly higher savings than DIY approaches. High-income individuals typically save $15,000-$50,000 annually through strategies like backdoor Roth conversions, asset location optimization, and retirement account planning. Business owners can save an additional $10,000-$30,000 through entity structuring and qualified business income deductions. Our US tax planning consultants identify opportunities that automated software and standard tax preparers often miss.

Key tax deadlines include April 15 for individual tax returns, quarterly estimated tax payments (April 15, June 15, September 15, January 15), and retirement account contribution deadlines (April 15 for IRA, December 31 for 401k). Missing deadlines can cost thousands in penalties. Our tax advisory service sends timely reminders and helps you meet all IRS compliance requirements.

For basic tax filing, software works fine. But for tax optimization strategies like DTAA benefits, backdoor Roth conversions, asset location planning, and cross-border taxation, you need certified US tax planning consultants. Our service combines AI software (finds opportunities) with CPAs and CFPs (executes strategies correctly). This is especially important for tax planning for high-income individuals where mistakes can be costly.

Bring your most recent tax return (Form 1040), investment account statements, and retirement account balances. For cross-border investors, include foreign income documents and any foreign tax paid. Our tax advisory for high net worth individuals includes a complete review of your situation to identify missed opportunities. Understanding your DTAA tax benefits requires proper documentation from both countries.

This is meant for investors who feel they're paying more tax than they should but don't know where or why. That includes salaried professionals, high earners, global investors, business owners, and NRIs. You don't need to be a tax expert. In fact, our tax optimization tips for individuals are especially useful if tax rules feel confusing or overwhelming. Our US tax planning consultants simplify complex strategies.

You can start exploring without linking accounts or uploading documents. Many users first want to understand what's even possible with effective tax planning strategies. Linking accounts later allows for more accurate and personalized insights from our tax planning services, but it's not required upfront. Book a call when you're ready to implement specific strategies.