Your Annual Taxable Income
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Link one or all of your brokerage accounts. We’ll run the analysis across all your accounts to give you a more accurate tax savings estimate.
Great news! Your brokerage account analysis for the last 2 years shows that you can potentially save up to in taxes. We'll email you a detailed report soon. Download Detailed Report
We analyzed your brokerage statements for the last 2 years. It looks like your investments
might already be optimized to save taxes. Good job!
Consider speaking with an advisor to explore opportunities beyond tax savings.
If you have a lot of transactions, the analysis might take a few minutes.
Don’t worry; we are analyzing your statement for the last 2 years.
Once complete, we’ll email you a detailed analysis.
You can always come back to this page after a few minutes to see the analysis.
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*Qplum is not a tax advisor. Please consult with your tax advisor before making any decisions about your tax liabilities.