Rally Tax
AI-powered tax filing and year-round CPA planning for high-income professionals.
Rally is an AI-powered tax filing and planning platform for high-income earners with complex tax situations, particularly those with equity compensation. It analyzes past tax returns to identify savings opportunities, matches users with a dedicated CPA for year-round advisory access, and provides a 24/7 AI assistant for contextual questions about documents, returns, and plans.
The platform includes secure document upload and automatic categorization, federal and state tax filing, and an equity-focused tax engine covering RSUs, ISO/NSO stock options, and basic stock and crypto reporting. Higher tiers add foreign reporting (FBAR/FATCA), PFIC reporting, rental property and K-1 income reporting, self-employed filings, and advanced tax planning. Additional capabilities include IRA and Roth optimization, real estate, renewable energy investments, college planning, and QSBS. Rally is an IRS-authorized e-file provider and holds SOC 2 compliance.
Rally is packaged in three flat-fee editions: Base, Core, and Pro, each building on the previous tier. All plans include audit protection, year-round advisory access, and the 24/7 AI assistant. A free tax plan is available by uploading a past-year return for AI analysis and review by tax professionals.
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