Tax planning
Keep more of what you earn
Mezzi surfaces tax considerations across your entire portfolio, from tax-loss harvesting opportunities to wash-sale risks, and explains what to do about them. *Mezzi does not provide legal or tax advice.
Mezzi scans your holdings for tax-aware moves, from loss harvesting to asset location and timing, that can reduce what you owe.
Mezzi surfaces harvesting opportunities and flags the replacement purchases that would trigger a wash sale, so the loss actually counts.
Mezzi sequences withdrawals across your taxable, tax-deferred, and Roth accounts to keep your lifetime tax bill as low as possible.
Mezzi breaks down your short- and long-term gains and your qualified and ordinary dividends so you can see the tax impact before you act.
Go deeper with Mezzi
Tax savings
2% tax alpha
Asset location
Mezzi looks across your taxable, tax-deferred, and Roth accounts to identify where different investments may be held more tax-efficiently.
Holistic planning
Mezzi brings your linked accounts together to show how gains, losses, dividends, and portfolio changes may affect your overall tax picture.
Personalized guidance
Your holdings, filing status, income, tax bracket, and goals shape every recommendation. Generic advice has no place here.
Tax-aware rebalancing
Mezzi finds ways to bring your portfolio back into balance while limiting unnecessary taxes.
To Mezzi, you are the only client.
You'll never be prioritized based on net worth. There's no scheduling or wait times. You'll never hear "I have a hard stop" or "remind me about that again." With Mezzi, it's all, and only, about you.
