Our Story

Democratizing tax optimization

We believe sophisticated tax-loss harvesting strategies should be accessible to every investor, not just institutional portfolios. TaxGhost makes professional-grade tax optimization simple, transparent, and completely friction-free.

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Trusted by 50,000+ investors

$127M+ in tax savings generated

Our Mission

Making tax optimization accessible to all

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The Problem

Every morning, millions of investors miss tax-saving opportunities because traditional tax-loss harvesting is complex, expensive, and requires constant monitoring.

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Our Solution

TaxGhost surfaces the single best tax-loss harvesting opportunity each day, keeps you compliant with wash-sale rules, and shows exactly how much real money you're saving.

Our Philosophy

Zero FrictionMaximum Tax AlphaComplete Transparency
Professional environment representing team collaboration and growth
$2,400
Average annual savings
Per user, per year
2,667%
Average ROI
Core Values

Principles that drive everything we do

These core values guide every feature we build, every decision we make, and every interaction we have with our users.

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Security First

Read-only access only. We can see your holdings but never touch your money, place trades, or access your cash. Your investments remain completely under your control.

✓ Zero trading authority
✓ SOC 2 Type II certified
✓ Bank-level encryption
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Radical Transparency

Every recommendation comes with confidence scores, back-test data, and clear reasoning. You'll know exactly why we suggest each trade and what savings to expect.

✓ Confidence scoring
✓ Back-test data
✓ Clear reasoning
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Zero Friction

One actionable trade daily. No analysis paralysis. No complex interfaces. Just the single best opportunity delivered every morning by 8am ET.

✓ Daily recommendations
✓ Simple interface
✓ 8am ET delivery

The TaxGhost Promise

We combine institutional-grade security with radical transparency and zero-friction user experience to deliver professional tax optimization that actually works for individual investors.

Modern professional office with team collaboration
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IRS Compliant
Publication 550
SOC 2
Type II
Technology & Compliance

Built on IRS Publication 550

Our tax-loss harvesting engine is built directly on IRS Publication 550 guidelines, ensuring every recommendation is compliant with federal tax regulations and institutional security standards.

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SOC 2 Type II Compliance

Bank-level security standards with quarterly third-party audits covering security, availability, processing integrity, confidentiality, and privacy controls.

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Advanced Wash-Sale Monitoring

Real-time compliance tracking across all accounts with automatic alerts for complex scenarios including stock splits, mergers, and substantially identical securities.

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Comprehensive Audit Trail

Immutable 10-year retention of all recommendations, user actions, and system events with tamper-proof logging for regulatory compliance and tax professional requirements.

Enterprise-Grade Infrastructure

✓256-bit encryption
✓99.9% uptime SLA
✓24/7 monitoring
✓Zero downtime deploys
Proven Results

Trusted by thousands of investors

Real results from real investors who use TaxGhost to optimize their tax strategies

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$127M+
Total tax savings generated for our users
Since platform launch
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50,000+
Investors trust TaxGhost
Daily recommendations delivered
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98.7%
Wash-sale compliance rate
Perfect regulatory adherence
10,000+
Active users
$2,400
Avg. annual savings
2,667%
Average ROI
60 sec
Setup time
Ready to Start?

Ready to optimize your taxes?

Join thousands of investors who trust TaxGhost with their tax optimization. Start your journey to smarter investing today.

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30-day free trial
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No setup fees
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