Rally - AI Tax Filing

Cut your taxes in 60 seconds with AI-powered filing and expert guidance

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Updated Jul 2026 · Added Jun 2026

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What is Rally?

Rally is an AI-powered tax filing and planning platform designed for high-income professionals with complex tax situations, particularly those with equity compensation. It combines automated document processing with dedicated CPA experts to optimize taxes year-round, helping clients uncover savings of $10,000–$30,000. The platform handles RSUs, stock options, rental properties, and foreign reporting while providing proactive tax planning strategies rather than reactive filing.

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Key Features of Rally

AI-powered equity-focused tax engine
Automated document upload and categorization
Dedicated CPA expert matching
24/7 AI Assistant for tax questions
RSU and stock option tax planning
Foreign reporting (FBAR/FATCA) and PFIC reporting
Rental property and self-employed filing
Year-round tax advisory access
Audit protection included
Home mortgage and IRA optimization

Who Should Use Rally?

File and optimize taxes for high-income professionals with RSUs and equity compensation

Plan taxes year-round for complex financial situations

Handle foreign reporting requirements for expatriates

Optimize real estate and rental property deductions

Manage self-employed and Schedule C filings

Plan for renewable energy and solar tax credits

Optimize college savings and Roth IRA strategies

Rally: Pros & Cons

✓Pros

Flat-fee pricing with no hourly rates
Dedicated CPA expert matched to your situation
AI analyzes documents automatically with no manual cleanup required
Year-round advisory access, not just at tax time
Equity-focused tax engine for RSU and stock option optimization
Built by tax experts from Big Four and elite firms
SOC 2 compliant with IRS authorization as e-filer
Can uncover $10,000–$30,000 in potential savings
Mobile-friendly modern interface

Frequently Asked Questions about Rally

Does Rally handle RSU and stock option taxes differently than a standard tax preparer?

Yes. Rally has a dedicated equity-focused tax engine built to optimize RSUs, ISOs, NSOs, and other stock compensation. The platform automates the tax categorization of equity events and pairs you with a CPA expert who specializes in compensation planning, which matters because the timing and strategy around equity can shift your tax bill by thousands of dollars.

Can Rally file taxes for someone living abroad with FBAR and FATCA requirements?

Rally handles foreign reporting including FBAR, FATCA, and PFIC reporting, and offers year-round advisory access to help navigate expatriate tax obligations. The platform is designed for complex situations like this, though you should confirm with your matched CPA expert that your specific country situation is covered.

What happens if the IRS audits my return after I file with Rally?

Audit protection is included in all three Rally plans. You also get year-round access to a dedicated CPA expert who can represent you and advise you through the process, rather than facing the audit alone or paying hourly rates.

How much tax savings can I expect from Rally?

Rally reports that clients typically uncover $10,000 to $30,000 in potential savings, though actual results depend on your specific situation. The platform's strength is proactive planning with a CPA expert throughout the year, not just filing at tax time, which creates more opportunities to catch deductions and strategies you might have missed.