Mezzi - Save on your taxes | Product Hunt

Save on your taxes

Thanks @5harath for hunting us and the kind intro.

Hey Product Hunt! 👋 I'm Manish Jain, co-founder of Mezzi. I started Mezzi with @hersh_reddy because we wanted to empower individuals to build wealth without feeling like they have to maintain complicated spreadsheets or pay an expensive wealth advisor thousands of dollars each year.

Despite having a finance degree 🎓, I’ve even found that one of the most complicated aspects of personal investing is tax-loss harvesting. The term itself, like many things in finance, is intimidating and thus it’s something many people overlook.

For many years, come tax filing time in April I’d find myself surprised by the tax bill on my stock trades. This became even more complicated when I got married and started filing taxes jointly. Needless to say, my wife was not happy when we owed thousands of dollars instead of getting a refund. 💰

Tax-loss harvesting allows you to avoid these taxes by offsetting your investment gains 📈 with losses 📉. But it is really challenging to track all of the gains and losses across my account and my wife’s account throughout the year. As a result, I often end up making a rushed decision to save on taxes in the last few days of the year.

We’ve built Mezzi’s tax loss harvesting feature to help you save throughout the year. While dogfooding our feature, I’ve personally saved thousands. Don’t save your tax-loss harvesting decisions for December 31st. But, with a few weeks left in the year, it's better late than never. Download Mezzi now and see how much you can save on your taxes before the year is over. Keep using it to stay on top of your investment taxes and losses and make smarter investment decisions throughout 2024. We’re offering one free month of tax-loss harvesting (Mezzi Premium) if you sign up by Sunday 12/17 📅 using code PHFREE. If you don't find your tax savings or our other insights to be worth the subscription, we'll be happy to refund you.

Here’s a summary of v1 of Mezzi’s tax-loss harvesting feature and we’d love your feedback:

1️⃣ Estimated capital gains taxes 2️⃣ Estimated savings from taking losses against your gains or ordinary income 3️⃣ An aggregation of all your losses in one place 4️⃣ Reminders to repurchase stocks in 31 days to avoid IRS wash sale rules 5️⃣ AI-powered suggestions to replace your losses

The easiest way to redeem the promo code is by following this link: https://apps.apple.com/redeem/?c...

While we’re here on Product Hunt to share our tax-loss harvesting capabilities, you’ll find a lot more in Mezzi (for Free) including:

📊All your investment accounts in one place 📈Portfolio performance benchmarking 🌐Overview of your portfolio allocation 👀Monitoring your portfolio concentration

Privacy is extremely important to us. We don’t and never will sell your data, which is why we have a transparent subscription model.

We hope you'll check us out! Sign up and download Mezzi from our website. Got any questions or issues using the promo code? Don’t hesitate to reach out at [email protected] or [email protected].