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TaxWise
Simple Investment Tax Tool
Know your tax bill before it's due. Track your investment gains and losses with a simple, clean tool.
Download TaxWise
Available now on the App Store for iOS devices
💰What is TaxWise?
TaxWise is a simple investment tax tool that helps you enter your transactions and understand their tax implications. See how multiple trades affect your overall tax position and simulate different scenarios before you make decisions.
A straightforward tool for investors who want to avoid tax surprises. Enter your transactions, see cumulative tax effects, and understand how different investment decisions impact your tax bill.
✨Key Benefits
No Tax Surprises
Know your tax liability throughout the year, not just at tax time
Simple Tracking
Just 3 fields per transaction - no complex data entry
Tax Awareness
Understand the difference between short-term and long-term gains
Scenario Planning
Test different investment moves and see tax impact before you trade
🎯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
📱 Cross-Platform
Built with React Native for iOS and Android
🧮 Automatic Calculations
Uses 2025 federal tax rates for accurate estimates
🔒 Privacy First
All data stays on your device - no cloud storage
⚡ Real-time Updates
Instant calculations as you add transactions
⚙️Built With
🔒Privacy Policy
Effective Date: January 1, 2025
TaxWise is committed to protecting your privacy. This Privacy Policy explains how we handle your information when you use our mobile application.
Information We Collect
TaxWise is designed with privacy in mind. We collect minimal information:
- Investment transaction data you manually enter (stock names, amounts, dates)
- Tax rate preferences you configure in settings
- Basic app usage analytics (crashes, performance metrics) through standard mobile app frameworks
How We Store Your Data
🔒 Your financial data stays on your device
- Local Storage Only: All your transaction data is stored locally on your device using AsyncStorage
- No Cloud Backup: We do not upload, sync, or store your financial information on our servers
- No Account Required: TaxWise works without creating an account or providing personal information
Information We Do NOT Collect
- Personal identification information (name, email, phone number)
- Financial account information (bank accounts, brokerage accounts)
- Social Security Numbers or Tax ID numbers
- Location data
- Contact lists or photos
Third-Party Services
TaxWise may use the following third-party services for app functionality:
- Expo/React Native: Mobile app framework (standard crash reporting and analytics)
- App Store/Google Play: Standard app distribution analytics
These services may collect standard mobile app usage data as outlined in their respective privacy policies.
Data Security
- Your data is protected by your device's built-in security features
- We recommend using device lock screens and biometric authentication
- If you delete the app, all your data is permanently removed from your device
Your Rights
- Data Control: You have complete control over your data since it's stored locally
- Data Deletion: Delete all data by uninstalling the app or clearing app data
- No Data Sharing: We cannot share your financial data because we don't have access to it
Important Disclaimers
- Tax Estimates Only: TaxWise provides estimates for informational purposes only
- Not Tax Advice: Consult a qualified tax professional for official tax advice
- Federal Taxes Only: State and local taxes are not calculated
- User Responsibility: You are responsible for the accuracy of data you enter
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted in the app and on this page. Continued use of TaxWise after changes constitutes acceptance of the updated policy.
Contact Us
If you have questions about this Privacy Policy or TaxWise, please contact us at:
Email: brandongautama15@gmail.com
Subject: TaxWise Privacy Policy
This Privacy Policy was last updated on January 1, 2025. TaxWise is developed by Brandon Gautama.