TaxWise - Investment Tax Tool
Investment Tax Tool
Free · Designed for iPad
TaxWise is a simple investment tax tool that helps you avoid tax surprises. Enter your investment gains and losses throughout the year and see your estimated federal tax bill in real-time.
WHAT IT DOES:
• Calculate your year-to-date profit/loss automatically
• Estimate your federal tax liability using 2025 tax rates
• Test different investment scenarios and see tax impact before you trade
• See if selling losing investments could lower your tax bill
• Understand the difference between short-term and long-term capital gains
HOW IT WORKS:
1. Add transactions: Enter the profit/loss amount, investment type (long/short-term), transaction name, and sell date
2. Set your tax rates: Configure your federal tax brackets in settings
3. View your summary: See total profit/loss and estimated taxes owed
PERFECT FOR:
- Casual investors who make occasional stock trades
- People who got surprised by tax bills in previous years
- DIY investors who want to track taxes throughout the year
- Anyone who prefers simple tools over complex tax software
KEY FEATURES:
• Automatic tax calculations using current federal rates
• Clean dashboard showing total profit/loss and estimated taxes
• Scenario planning to test investment moves before trading
• Settings to adjust your tax bracket percentages
• All data stays private on your device - no cloud storage
• Simple, iOS-style interface that's easy to use
IMPORTANT NOTES:
- Federal taxes only (state taxes calculated separately)
- Estimates only - consult a tax professional for official advice
- 2025 tax year rates included
- Your data never leaves your device
Stop getting surprised by tax bills. Start tracking your investment taxes with TaxWise today.
Ratings & Reviews
• Improved user experience and interface polish
• Enhanced app performance and stability
• Bug fixes and general improvements
We're constantly working to make TaxWise better for you. Thanks for using our app!
The developer, Brandon Gautama, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Brandon Gautama
- Size
- 19.7 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Brandon Gautama