Rally Tax
Rally Tax is an AI-native tax advisory platform that helps Americans proactively manage their taxes and discover potential savings through automated tax planning strategies.
https://rally.tax/?ref=producthunt
Product Information
Updated:Nov 13, 2025
What is Rally Tax
Founded in 2025 by Hemant Gangolia and based in Mountain View, CA, Rally Tax is a modern solution that aims to revolutionize personal tax management. The platform bridges the gap between basic DIY tax software and expensive traditional CPA services by leveraging AI technology to provide sophisticated tax planning and optimization. As an SEC-registered investment advisor with SOC 2 Type II certification, Rally Tax offers professional-grade tax services that are accessible and affordable for individuals dealing with complex tax situations involving investments, property, or side businesses.
Key Features of Rally Tax
Rally Tax is a modern AI-powered tax advisory platform that helps individuals optimize their tax strategy year-round. It combines artificial intelligence with tax expertise to analyze personal financial situations, scan over 125 tax-saving strategies, and provide personalized tax plans. The platform aims to make professional tax planning more accessible and affordable compared to traditional CPA services, while helping users proactively manage their taxes and find potential savings.
AI Tax Planning Engine: Scans 125+ tax strategies across various income sources including RSUs, W-2s, and investments to create personalized tax plans
Quick Setup Process: Users can get started in 60 seconds by either uploading their 1040 form or answering a few basic questions
Enterprise-Grade Security: Features IRS compliance, SEC RIA registration, and SOC 2 Type II certification for data protection
Hybrid Support Model: Offers flexibility to implement tax strategies either independently or with Rally's professional assistance
Use Cases of Rally Tax
RSU Tax Management: Helps employees with restricted stock units manage and reduce their unexpected tax bills
Investment Tax Optimization: Assists investors in minimizing tax burden on investment income through strategic planning
W-2 Employee Tax Planning: Provides tax optimization strategies for traditional employees looking to maximize their take-home pay
Complex Income Tax Planning: Supports individuals managing multiple income sources, properties, or side businesses
Pros
More affordable than traditional CPA services
Quick and automated tax planning process
Comprehensive security measures and certifications
Cons
Relatively new platform with limited track record
May not be suitable for extremely complex tax situations requiring hands-on CPA guidance
How to Use Rally Tax
Sign up for Rally Tax: Visit rally.tax and create an account by providing basic information and your Social Security number (required for tax purposes)
Share your tax information: Either upload your previous 1040 tax return or answer a few questions about your financial situation
Get AI-generated tax plan: Rally's AI will analyze your information and scan 125+ tax strategies across RSUs, W-2s, and investments to create a personalized tax plan
Review savings opportunities: Review the tax-saving strategies identified by Rally's AI system for your specific situation
Implement tax strategies: Choose to implement the recommended tax strategies either on your own or with Rally's expert assistance
Monitor and adjust throughout the year: Use Rally's platform for year-round proactive tax guidance and strategy adjustments as needed
Access tax documents: Receive necessary tax documents like Form 1099 through your Rally portfolio by March of the following year if you have reportable events
Rally Tax FAQs
Rally Tax is an AI-powered tax planning service that helps users discover tax savings strategies without needing an expensive tax advisor. It scans over 125 tax strategies across RSUs, W-2s, and investments to build personalized tax plans.
Rally Tax Video
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