Rally

Description

Rally is an AI-powered tax planning and filing platform designed for high-income professionals with complex tax situations. It combines automated tools with a dedicated human tax advisor to help users discover savings, file federal and multi-state returns, and plan proactively throughout the year rather than only at tax time.

Rally handles complex scenarios including RSUs, stock sales, ISO and NSO options, multi-state filings, foreign income, K-1s, rental property, and business ownership, and supports advanced strategies such as QSBS, donor-advised funds, solar credits, and Roth optimizations. Users upload or connect documents, which the AI reads, categorizes, and organizes, then chat with their data for contextual answers. A free tax plan analyzes a past return to surface potential savings, reviewed by real tax professionals.

Rally offers flat-fee pricing across Base, Core, and Pro tiers, all including audit protection, year-round advisory access, and a 24/7 AI assistant. It is an IRS-authorized e-file provider operating on SOC 2 Type II-compliant systems, and pairs each user with a dedicated advisor for unlimited chat support and scheduled video strategy sessions.

Rally's Core Features

• AI-powered tax savings discovery

• Federal and multi-state tax filing

• Dedicated CPA and year-round advisory

• Free tax plan from a past return review

• Chat with your tax documents and returns

• Quarterly estimated-payment planning

• Equity compensation strategy (RSUs, ISOs, NSOs)

• Audit protection and 24/7 AI assistant

How to use Rally?

1. 1

   Upload your documents: Securely upload or connect accounts so Rally can read and organize them.

2. 2

   Get a free tax plan: Rally analyzes a past return and tax pros review it for savings.

3. 3

   Connect with a CPA: Get matched with a dedicated tax advisor for your situation.

4. 4

   Chat and plan: Ask questions anytime and plan proactively throughout the year.

Rally's Use Cases

• Equity compensation planning
• Complex tax filing
• Year-round tax optimization
• Savings discovery

FAQ from Rally

• Who is Rally for?

  Rally is built for high-income professionals with complex tax situations who want proactive planning and flat pricing instead of hourly CPA fees.

• Can Rally handle complex taxes?

  Yes. It handles RSUs, stock sales, multi-state filings, foreign income, K-1s, real estate, business ownership, and advanced strategies like QSBS and Roth optimizations.

• Do I get to talk to a real person?

  Yes. You are paired with a dedicated tax advisor for unlimited chat support and scheduled video strategy sessions.

• Is my financial data secure?

  Rally is an IRS-authorized e-file provider operating on SOC 2 Type II-compliant systems, with encrypted, private data.

• Why do I need year-round advice?

  Monitoring your finances year-round catches opportunities like tax-loss harvesting and estimated payments in real time, before the tax year closes.

• Does Rally replace my CPA?

  Yes. Rally reviews past returns for missed savings and builds a smarter plan for the year ahead with a dedicated CPA.