Base
Starts at
$199INCLUDES:
- Federal tax filing
- State tax filing
- Interest & dividend income
- Basic stock & crypto reporting
- Homeowner deductions
- Standard support
Your Taxes,
Optimized Year-Round
Full-service tax filing to advanced tax planning, Rally helps to optimize your wealth and build a lasting legacy through trusts and long-term structures.
⏰ Offer ends in:
Your Taxes,
Optimized Year-Round
Full-service tax filing to advanced tax planning, Rally helps to optimize your wealth and build a lasting legacy through trusts and long-term structures.
⏰ Offer ends in:
backed by
See the Rally Difference
DIY Software
Generic tax tools
Misses complex equity details
No proactive planning
High risk of costly errors
Limited expert support
The Rally Way
AI-Powered & Expert Backed
Equity-focused tax engine
Proactive optimization strategies
Modern, mobile-friendly UI
Affordable flat pricing
Traditional CPA
Manual & Expensive
Slow turnaround times
Expensive hourly rates
Outdated, clunky portals
Reactive, not proactive
Built by Tax Experts
from the World's Best Firms
Our team brings decades of experience from Big Four and elite firms. We specialize in equity compensation and complex tax situations
Anjali A.
19+ years of experience
David Z.
15+ years of experience
Robert C.
5+ years of experience
Abhishek B.
15+ years of experience
Anil R.
12+ years of experience
Built for Entrepreneurs
QSBS
Structure QSBS strategies to maximize exclusions and preserve more wealth across generations.
Capital Gains
Defer taxes on concentrated or appreciated stock so your portfolio can grow more efficiently.
Estate Tax
Plan ahead to move wealth intentionally, reduce future estate taxes, and protect long-term family value.
Simple, Flat‑Fee Pricing
All plans include
Audit Protection
Year-round advisory access
24/7 AI Assistant
MOST POPULAR
Core
Starts at
$399EVERYTHING IN BASE, INCLUDES:
- RSU tax planning & projections
- ISO / NSO stock option reporting
- Home mortgage optimization
- Foreign reporting (FBAR / FATCA)
- PFIC reporting
- Priority support
Pro
Starts at
$799EVERYTHING IN CORE, PLUS:
- Rental property tax reporting
- Partnership income (K-1s)
- Self-employed / Schedule C filings
- Advanced tax planning
- Foreign business reporting
- Priority support
And More
IRA, Roth optimization
Real Estate
Renewable Energy Investments
College Planning
QSBS
Refer a Friend & Get Rewards
Invite friends and get $50 credits for every successful referral
Frequently Asked
Questions
Have more questions? Write us at
hello@rally.tax