What is Rally Tax?

Rally is an AI-assisted tax filing and year-round tax planning service that pairs automated analytics with expert tax advisors. It supports federal and state IRS-authorized e-file, multi-state returns, RSU and stock sale reporting, crypto and dividend income, K‑1s, rental property income, foreign reporting, and self‑employed or corporate filings.

The platform matches users with tax professionals who have experience at Big Four and major accounting firms for ongoing advisory, quarterly planning, and strategy review. Features include tax optimization for capital gains and AMT, bookkeeping and financial statement support for businesses, and audit protection.

Rally maintains SOC 2 security controls and IRS e-file authorization to protect client data and filings. Target users include high‑income earners, equity holders, self‑employed taxpayers, and small businesses needing detailed tax filing, planning, and compliance.

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Rally Tax's key features

AI-powered, expert-backed equity-focused tax engine
Proactive year-round tax optimization strategies
24/7 AI assistant
IRS-authorized e-file provider
SOC 2-compliant data security

Rally Tax 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