Mezzi

Save on your taxes

203 followers

Save on your taxes

203 followers

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Reduce taxes effortlessly with Mezzi's tax-loss harvesting feature. Tailored steps and AI-driven investment insights help lower capital gains and income taxes. Available for iOS users in the US with investment/brokerage accounts.

Free Options

Launch tags:Fintech•Artificial Intelligence•Money

Launch Team

ClarifyThe Full-Stack AI CRM that replaces 5 tools

Promoted

Mezzi

Maker

📌

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 manish@mezzi.com or help@mezzi.com.

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3yr ago

Mezzi

Maker

@5harath @hersh_reddy @codewithimanshu Hi Himanshu, as a new product, we're currently focused on the US. What region are you based? We thinking about Android and Web. Is that something that interests you?

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3yr ago

Mezzi

Maker

@shivam_tiwari24 thank you!

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3yr ago

Willow Voice

Hunter

📌

Heyo people! Tax season is around us, so today, I'm stoked to introduce an awesome product that will save you thousands of dollars! Meet Mezzi, an app that manages your own investments, and gives you financial advisor superpowers without the expensive fees! I know Manish from my On Deck days and have always been impressed by the way he led the team to build cool tools in fintech. They have built a tax-loss harvesting feature that will help you save money throughout the year. The whole team is here to answer any questions so feel free to drop your feedback 👇🏼

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3yr ago

💎 Pixel perfection

Congrats on the launch. Looks awesome! What do i need to do to sync my brokers? Also, do you cover fixed income ETFs? Looking forward to being a long time user.

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3yr ago

Mezzi

Maker

@manoj_ramnani Hi Manoj, we handle the sync with your brokers via established aggregators that partner with the various different financial institutions and plug into their APIs. These aggregators include Plaid, Mesh, Finicity, and Meld. We use a variety of them to make sure we reach many different brokers. All you need to do is connect via Mezzi and enter in your broker credentials. Important: we do not see your credentials and never will. We do support fixed income ETFs and we're continuing to build out our support for fixed income. We're excited to get your feedback as we expand in this area!

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3yr ago

Congrats on the launch! I’d like to try this out. App looks cool. Do I need to connect my broker? Do you work with Schwab? Looking forward to using it!

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3yr ago

Mezzi

Maker

@ali_moosvi2 Hi Ali! Yes we do work with Schwab.

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3yr ago

Congrats to @hersh_mezzi and @fintechnerd for the launch! I have downloaded the app and already have saved over a thousand dollars on my taxes this year! Quick question for the team - If I have a tax-loss that is rolling over from the previous year, will Mezzi be able to track that? If not, it would be cool for me to be able to put it in manually so that I can see how that would change my tax insights. Thanks in advance!

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3yr ago

Mezzi

Maker

@hersh_mezzi @collin_anderson1 you nailed a future feature! We want to definitely want to help you track and apply your loss carry forwards! It's super critical to keep track of. How do you currently track it?

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3yr ago

@hersh_mezzi @fintechnerd Awesome to hear! I currently don't have a great way of tracking it. As of right now I just have a personal note of the amount from when I was filing taxes last year.

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3yr ago

Awesome work on the launch! What are your plans for supporting more international markets, like Canada or others like the UK or Australia?

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3yr ago

Mezzi

Maker

@timols Thanks! I think you may be referring to support of international brokers? We'd love to expand, starting with Canada. However, as a startup, we are hyper focused on making sure we nail the US market. Every financial market can be complex, so it's important to get all the details right in the US.

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3yr ago

Trava - Modern Travel Agent

Save on taxes? I'm in! Amazing idea, super useful! Plus the app looks beautiful! (Who knew 'taxes' and 'beautiful' can be ever used together!) Thank you, and congrats on the launch team!

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3yr ago

Mezzi

Maker

@katkao Taxes are anything but beautiful, unless you are SAVING on them. Thank you for your feedback, Katka.

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3yr ago

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