What It Does
Rally is an AI-powered tax co-pilot that helps you save money year-round. By analyzing your income, investments, and stock options, it builds a personalized tax strategy in minutes-no pricey advisor needed.
Key Features
- AI Tax Planning: Scans 125+ strategies to find potential savings across RSUs, W‑2s, and investments.
- Quick Setup: Upload your 1040 or answer a few questions to get a tax plan in just 60 seconds.
- Proactive Savings: Provides actionable insights to reduce your taxes immediately.
- Data Security: SOC 2 Type II, IRS & SEC-compliant, ensuring your financial info stays safe.
- Optional Human Support: Offers guidance if you want a CPA to help implement your plan.
Who Is Rally For?
- Freelancers & Self-Employed: Find deductions and strategies without paying for an expensive advisor.
- Stock Option Holders: Optimize RSUs and investments for tax efficiency.
- Busy Professionals: Get a fast, automated tax plan without hours of paperwork.
- Anyone Looking to Save: Even if your taxes are complex, Rally identifies savings opportunities.
Final Thoughts
Rally makes smart tax planning easy, fast, and secure. If you want to keep more of your hard-earned money without hiring a $5,000 advisor, this AI co-pilot is a strong choice.
Sign up for your free tax plan and see how much you can save-seriously, it only takes a minute.
