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Tax Automation

Soon's tax automation tools help you to track and optimize your taxes.*

*Soon does not guarantee tax tools will represent exact taxes owed. These features may be helpful but ultimately it is up to individuals to correctly calculate their taxes. Soon is not a tax advisor.

Features:

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Tax Stash

Soon's Tax Stash feature helps you to track your capital gains taxes. It's a dynamic account, taking into account both profits taken and losses realized.

Set Tax Percentage

Select your tax status to configure the Tax Stash tool. This helps you to track at any given time an approximation of what your taxes will be.

Tax-Loss Harvesting

When you take losses, it reduces your capital gains tax bill. Soon's Stop Loss tool automates the process and dynamically integrates with Tax Stash to both help you calculate taxes, and to unlock value from your taxes.

Harvesting Destination

You can choose where you want your tax-loss harvested proceeds to go. Either keep them in cash for filing, or have them reinvested.

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