Rally Tax

Rally is a tax planning and filing platform powered by artificial intelligence. In today's artificial intelligence era, it breaks the traditional model of relying on high-cost tax consultants and can find tax saving opportunities for users without spending $5,000 to hire professional consultants. Its importance lies in the use of AI technology to scan 125 tax strategies, covering multiple aspects such as restricted stock units (RSUs), W-2 form income and investments, to provide users with personalized tax plans. The product background is in line with the trend of digital and intelligent tax processing, aiming to allow more people to easily and efficiently conduct tax planning and declaration. In terms of price, users can obtain tax plans for free. The specific payment model is not mentioned in detail. It is speculated that there may be different service packages. Product positioning is to provide taxpayers with convenient, smart and safe tax solutions.

Demand group:

["High-income people: This group of people usually face more complex tax situations. Rally's AI technology can comprehensively scan multiple tax strategies and accurately plan for them, effectively reducing tax costs and saving a lot of taxes.", "Stock investors: Especially investors involved in restricted stock units (RSUs), Rally can develop personalized tax plans based on their investment situations to help them plan their taxes reasonably and avoid unnecessary tax expenses.", "Ordinary taxpayers who are unfamiliar with tax planning: Traditional tax planning may require a lot of time and effort to understand complex tax regulations and processes, but Rally is simple to operate. Just upload Form 1040 or answer a few questions, you can easily obtain a professional tax plan, which provides them with great convenience."]

Example of usage scenario:

A high-income corporate executive successfully saved tens of thousands of dollars in taxes by adjusting his investment strategy and salary structure through the tax plan provided by Rally.

A stock investor used Rally's tax planning for the RSUs he held to avoid potentially high tax expenses due to ignorance of tax regulations.

An ordinary office worker originally knew nothing about tax planning. After using Rally, he easily obtained a tax plan that suits him and reduced his tax burden on the premise of legal compliance.

Product features:

Upload Form 1040 or answer a few questions to share personal tax-related details, allowing the system to gain an in-depth understanding of the user's tax status and prepare for precise planning.

AI automatically builds tax plans, and the system will comprehensively scan 125 tax strategies, covering areas such as RSUs, W-2 form income and investments, to ensure that no tax saving opportunities are missed.

Users can take immediate action based on the generated tax plan and reduce taxes by themselves or with the assistance of Rally, effectively reducing tax costs.

We attach great importance to user data security, adopt top-level security measures, and comply with security standards such as IRS, SEC, RIA, SOC 2 Type II, etc., so that user data is fully protected.

A FAQ section is provided. If users have more questions, they can consult by sending an email to [email protected] to ensure that problems encountered by users during use can be answered in a timely manner.

Usage tutorial:

Step one: Visit Rally’s official website https://rally-frontend-2faygg231-goinri.vercel.app.

Step 2: Choose to upload your own 1040 form on the page, or answer a few questions about personal taxes and share necessary tax information.

Step 3: Wait for Rally’s AI system to scan 125 tax strategies and build an exclusive tax plan based on the information you provide.

Step 4: View the generated tax plan. You can choose to perform tax operations according to the plan yourself, or you can seek assistance from Rally to reduce taxes.