Save 15% or more this on taxes this holiday season
Use Reconcile's free tax calculator and optimizer to save before December 31
Hey everyone - happy Monday! We’re excited to release a treat we put together just in time for the holidays and our favorite season: tax-loss harvesting season!
As a reminder, you have until December 31 to optimize your tax bills. This means contributing to your retirement, donating to charity, and tax-loss harvesting your failed investments.
To help you tax-loss harvest, we’ve released a free tax calculator for your stock and crypto investments.
All you have to do is: sign up, answer a couple questions about your filing status and estimated 2022 income, link your stock and crypto brokerage accounts, and watch as Reconcile auto-calculates an estimated tax bill and potential tax-saving strategies you qualify for.
To try it out for yourself, use this link here!
Here’s how it works (with visuals)
Step 1: Sign up and answer some basic questions. This helps us accurately assess your projected tax rates.
Step 2: Securely link your accounts. We will rely on read-only access to your data just so we can calculate a year-to-date gain or loss as well as find potential tax-saving opportunities.
Step 3: Review your estimated tax bill and potential saving strategies you can take advantage of.
If you have any questions or concerns while trying it out, just shoot us an email directly at jaimindesai@reconcilemoney.com. We'll be happy to get you set up immediately!
Note: we calculate your gains and optimizations using FIFO. So if you use a different sales method, our analytics may be off. Also, we cannot guarantee that the data from the account linking is correct. We recommend you consult with your tax and financial advisor before engaging in any transaction. Our calculator is not considered tax advice.