Will this replace my CPA?

No. Your CPA prepares your return and ensures compliance. Tax Optimization finds opportunities throughout the year so there's less tax to report in April. They work together.

Mezzi provides bank-level security with read-only access to your accounts and is an SEC-registered investment advisor.

Tax Optimization for Investors

optimize across every account

The right asset in the wrong account costs you every year

Your bonds in a Roth are tax-free — but bonds grow slowly, so that tax-free benefit is better used elsewhere. Your growth stocks in a 401(k) are shielded now, but you'll pay ordinary income on every dollar you withdraw. Asset location — which holdings sit in which accounts — can be worth more than stock picking over time.

Mezzi analyzes your full picture: Roth, traditional, taxable, 401(k). It shows you what's misplaced and what to move — so every account is working as tax-efficiently as possible.

Diagram showing tax savings of $219,840 (8.11%) linked to four brokerage and play accounts with balances and gains/losses.

Financial flowchart showing brokerage accounts and plays with values and returns, connecting to a green box labeled Tax Savings with $219,840 and 8.11%.

Tell you exactly what to do

Short-term vs. long-term, down to the day

Sell a stock at 11 months and you pay your ordinary income tax rate. Wait one more month and you pay the long-term rate—often half as much.
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Tax Optimization shows you exactly when each position crosses the threshold.

Find opportunities before they disappear

Tax savings have expiration dates

When the market drops, you have a window to harvest losses and offset future gains. But markets recover—often within days or weeks. By the time you notice, the opportunity is gone.
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Tax Optimization monitors your portfolio daily and alerts you when a window opens.

Three dark purple panels displaying financial data: available tax savings $1,601, taxable realized returns $3,456 with a green progress bar, and unrealized losses available -$1,806 with a red progress bar.

Financial summary boxes showing available tax savings of $1,601, taxable realized returns of $3,456 with a green progress bar, and unrealized losses available of -$1,806 with a pink progress bar.

See where you can optimize your taxes after one quick call

Book your onboarding call (5 minutes)

Talk with our founder to make sure Mezzi is right for you. We'll walk through your situation and show you what Tax Optimization can find in your portfolio.

Connect your accounts (2 minutes)

Link your accounts through Plaid.

See what’s available

Tax Optimization analyzes your portfolio and shows you what opportunities exist right now.

Catch tax savings before they disappear