Tax PlanningPREMIUM

Minimize Taxes with Smart Planning

Understand your tax situation across countries and find opportunities to legally minimize your tax burden.

Tax Estimation

Know Your Tax Liability

Get accurate estimates of your tax liability based on your income, deductions, and filing status. No surprises at tax time.

  • Real-time tax liability tracking
  • Quarterly estimated tax calculations
  • Marginal vs effective rate analysis
  • Tax bracket visualization
  • Year-over-year comparison

Tax Estimation Preview

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Deduction Finder

Never Miss a Deduction

Our AI scans your transactions to identify potential tax deductions you might be missing. Maximize your refund.

  • Automatic deduction identification
  • Charitable donation tracking
  • Business expense categorization
  • Medical expense monitoring
  • Home office deduction analysis

Deduction Finder Preview

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Capital Gains

Track Investment Taxes

Monitor capital gains and losses across your portfolio. Use tax-loss harvesting to offset gains and reduce your tax bill.

  • Short-term vs long-term tracking
  • Tax-loss harvesting opportunities
  • Wash sale rule monitoring
  • Cost basis methods comparison
  • Realized vs unrealized gains

Capital Gains Preview

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Tax Documents

Organized Tax Records

Keep all your tax-related documents organized in one place. Export reports ready for your accountant or tax software.

  • Document organization by year
  • Export to TurboTax/H&R Block
  • Capital gains reports
  • Dividend income summaries
  • Expense categorization reports

Tax Documents Preview

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Multi-Country

International Tax Support

Navigate complex tax situations for USA, India, UK, and Canada. Perfect for NRIs, expats, and global citizens.

  • Country-specific tax rules
  • DTAA treaty analysis
  • Foreign tax credit tracking
  • FEIE eligibility checking
  • Residency status impact

Multi-Country Preview

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Ready to Optimize Your Taxes?

Join Premium to unlock advanced tax planning features.