Rally Tax
AI co-pilot for year-round proactive tax strategy
#Fintech
#Money
SUMMARY
Rally Tax is an AI-powered tax advisory platform designed to provide proactive, year-round tax strategies, replacing traditional CPAs. It automates 80% of manual tasks and continuously scans finances to identify savings opportunities, supported by a team of elite CPAs. Key features include planning for Qualified Small Business Stock, Charitable Remainder Trusts, Solar Tax Credits, and Tax-Loss Harvesting. Users can link accounts or estimate to receive a personalized tax plan in under 60 seconds, free of charge. Rally offers a $200 discount on the first annual plan, which includes full service and a dedicated CPA.