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.
Trusted by 50,000+ investors
$127M+ in tax savings generated
Making tax optimization accessible to all
The Problem
Every morning, millions of investors miss tax-saving opportunities because traditional tax-loss harvesting is complex, expensive, and requires constant monitoring.
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
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.
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.
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.
Zero Friction
One actionable trade daily. No analysis paralysis. No complex interfaces. Just the single best opportunity delivered every morning by 8am ET.
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.
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.
SOC 2 Type II Compliance
Bank-level security standards with quarterly third-party audits covering security, availability, processing integrity, confidentiality, and privacy controls.
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.
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
Trusted by thousands of investors
Real results from real investors who use TaxGhost to optimize their tax strategies
Ready to optimize your taxes?
Join thousands of investors who trust TaxGhost with their tax optimization. Start your journey to smarter investing today.