---
title: 2025 Taxes Saved or Deferred Report
description: In 2025, the clients of Smartleaf users saved or deferred an average 2.72% in taxes.
---

[Blog & News | Smartleaf Inc. ](https://www.smartleaf.com/our-thinking/smartleaf-blog)

# [2025 Taxes Saved or Deferred Report](https://www.smartleaf.com/our-thinking/smartleaf-blog/2025-taxes-saved-or-deferred-report)

 Written by [Gerard Michael](https://www.smartleaf.com/our-thinking/smartleaf-blog/author/gerard-michael) | February 20, 2026

*In 2025, the clients of Smartleaf users saved or deferred an average 2.72% in taxes.*

 

Our 2025 Taxes Saved numbers are in!

Smartleaf's account- and household-level Estimated Taxes Saved or Deferred Reports enable advisors to document the value they're adding through automated tax management for each account and household

**Last year, the average client of Smartleaf users saved or deferred taxes equal to 2****.72% ****of the value of assets that were actively tax-managed.1**

That’s more than most advisors charge in fees. We conducted a case study together with a Smartleaf client. “What percentage of accounts had tax savings or deferrals greater than their fees?"

The answer: 68% of their accounts saved or deferred more in taxes than paid in fees, with that number rising to 90% on a dollar-weighted basis. Learn more in the full case study **[here](https://www.smartleaf.com/our-thinking/smartleaf-blog/altium-case-study)**.

The total taxes saved in 2025 was **$902,181,179**. Here are just a few things you could buy with those savings (2026 Winter Olympics edition):

 

7,845 [flights on a roundtrip private jet from NYC to Milan](https://www.evojets.com/private-jet-charter-flights-to-milan-italy/)

18,795,441 [Tina the Mascot 27cm plushies](https://shop.olympics.com/en/milano-cortina-2026/milano-cortina-2026-olympics-tina-mascot-27cm/t-13709027+p-242281232537990+z-9-279534896)

171,517 2026 [Ralph Lauren opening ceremony outfits](https://www.ralphlauren.com/team-usa-collection-cg?prefn1=VMCollection&prefv1=Uniforms&ab=NA_Olympics_Slot_8_S1_L4_SHOP)

 392,252 gold, 644,415 silver or 161,103,782 bronze [2026 Winter Olympic medals](https://www.cnn.com/2026/02/05/business/medals-winter-olympics-gold-silver-prices-intl)

 

To learn more about our Estimated Taxes Saved or Deferred Reports, don’t hesitate to [contact us](https://www.smartleaf.com/schedule-a-call). Find more information about Smartleaf's Estimated Taxes Saved or Deferred Reports and broader tax management functionality [here](https://www.smartleaf.com/tax-management). 

1 Actively tax-managed assets = US listed mutual funds, ETFs, ADRs and equities.

[View full post](https://www.smartleaf.com/our-thinking/smartleaf-blog/2025-taxes-saved-or-deferred-report)

```json
{
  "@context" : "http://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Gerard Michael"
  },
  "dateModified" : "2026-02-20T21:54:42.356Z",
  "datePublished" : "2026-02-20T19:05:22Z",
  "headline" : "2025 Taxes Saved or Deferred Report",
  "image" : {
    "@type" : "ImageObject",
    "height" : 3584,
    "url" : "https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/2024-ETSoD-Report.jpeg",
    "width" : 5376
  },
  "mainEntityOfPage" : "https://www.smartleaf.com/our-thinking/smartleaf-blog/2025-taxes-saved-or-deferred-report",
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "height" : 60,
      "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png",
      "width" : 60
    },
    "name" : "Smartleaf Blog & News"
  }
}
```