EA
Priya Raman
Tax Planning Advisor
Households
162
Based in
Austin, TX
Since
2021
A harvested loss is only real once I have checked every account in the house, not just the ones we manage.
(Background)
Priya is an Enrolled Agent, licensed by the IRS to represent taxpayers, and spent seven tax seasons preparing returns before she moved to planning. She reviews every tax-loss harvest drafted for her households and checks it against accounts the AI can see but does not manage, such as a spouse’s 401(k).
In 2025 she signed 1,214 harvests and declined 87, most of them because a replacement fund would have tripped a wash sale in an account outside Tranche. She writes a short note on each decline so the household knows why a loss was left on the table.
She does not prepare returns for Tranche clients, but she will talk to your accountant directly, with your permission, before year end.
