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Rally Tax

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Rally combines AI-driven tax analytics with expert advisors to provide year‑round planning and IRS‑authorized e‑filing for federal/state returns, multi‑state, RSUs, crypto, K‑1s, rental income, self‑employed and corporate filings, plus audit protection.

Use Cases

  • 🟢 Prepare and e-file federal and multi-state returns with Rally's AI-driven tax analytics and IRS-authorized e-filing, covering self-employed income, rental income, K-1s and corporate filings while maintaining audit protection.
  • 🟢 Optimize RSU and crypto tax reporting with Rally's year-round planning and capital gains analysis, automatically calculating cost basis, tracking disposals across platforms and generating tax-efficient strategies backed by advisor recommendations.
  • 🟢 Match with expert tax advisors through Rally for personalized tax planning and multi-scenario projections, receive real-time AI insights for estimated tax payments, multi-state filing strategies and ongoing compliance to reduce liabilities and audit risk.

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Tax assistant

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