Let AI save you money on taxes, Instead

Instead is the first company in decades to receive IRS approval to e-file Individuals, C Corporations, S Corporations, Partnerships, Estates & Trusts. While we'll soon release e-filing, you can start saving money with tax strategies and reports today.

Find tax strategies that work for you

Unlock every possible deduction and credit with Instead. Ensure you save the most on your taxes, giving you more money to invest in your future.

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Every step to maximize your tax savings

Spend less time on taxes with Instead. Enjoy a hassle-free experience with every step you need to have confidence in tax strategies you choose.

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Everything you need to claim tax savings

Instead gives you everything you need to support your final tax return whether filing yourself or working with a tax professional.

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Tax strategies to save every dollar you deserve

Instead helps you find every eligible tax strategy, from basic credits and deductions to complex scenarios, ensuring you maximize your savings.

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Employee achievement awards

Award your team for service milestones and safety achievements while maximizing allowable deductions up to $1,600 per employee.

Health reimbursement

Set aside money on a pre-tax basis to pay for qualified medical expenses to maximize tax savings opportunities.

Child & dependent tax credits

Claim up to $2,000 per child & $500 per other dependent. Automatically maximize your child and dependent-related tax credits.

Health savings account

Set aside money on a pre-tax basis to pay for qualified medical expenses to maximize tax savings opportunities.

Sell your home

Transform your home sale into a tax-saving opportunity.

Employee achievement

Skill up your team, scale down your business expenses.

Work opportunity tax credit

Unlock tax savings for empowering your community through hiring.

Oil & gas deduction

Drill into tax savings. Maximize deductions for both tangible and intangible drilling costs.

Hiring kids

Reduce taxable income & self-employment tax by hiring your kids.

Home office

Deduct qualified expenses for using your home for business purposes.

Meal expenses

Business can typically deduct 50% of meals associated with doing business with some cases allowing up to 100% deduction.

Travel expenses

Businesses can deduct necessary travel expenses, like airfare and lodging, directly related to operations for tax savings.

Vehicle expenses

Vehicle tax deduction allows deduction of business vehicle expenses, using a per-mile rate or actual costs, from taxable income.

Late S election

A Late S Election lets a corporation request IRS S corp status post-deadline.

Late C election

A Late C Election is a request to the IRS for C corporation status after the deadline.

Depreciation

Business can typically deduct 50% of meals associated with doing business with some cases allowing up to 100% deduction.

R&D tax credit

Fuel your venture's growth and innovation with the R&D tax credit. Not just for tech firms or big corporations.

Clean vehicle

Businesses and Individuals can receive a tax credit for purchasing new eco-friendly vehicles. Individuals may also qualify on used eco-friendly vehicles.

Residential clean energy

Taxpayers who invest in renewable energy improvements for their home or second home may qualify for a credit to lower their income tax.

Augusta rule

The Augusta Rule lets homeowners rent their property tax-free for up to 14 days a year without reporting the income.

Roth 401k

Roth 401(k) lets employees and individuals make after-tax retirement contributions, offering tax-free growth and withdrawals.

Traditional 401k

Traditional 401(k) plans offer pre-tax retirement savings for employees, with companies reducing taxable income via contributions.

Features for fast and easy savings

AI first tax platform

Leverage advanced AI to streamline your tax process, ensuring accuracy and maximized savings.

QuickBooks monitor

Connect your accounts to Instead for personalized, AI-driven savings recommendations.

Clear calculations

Enjoy complete transparency with detailed, easy-to-understand tax calculations.

Create and save docs

Effortlessly create, save, and manage your tax documents in a centralized digital repository.

E-sign documents

Quickly and securely e-sign all your important tax documents without any hassle.

Store tax data

Securely store all your tax-related data in one place, easily accessible and organized.

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Save money, save time, starting at $16/mo

Annual (save 20%)

Monthly

Sole proprietor

For individuals, sole proprietors and real estate owners who want to navigate the complexities of key tax positions with our intuitive platform.

$16

Per entity, per month
Billed annually

Get started

Sole proprietor

For individuals, sole proprietors and real estate owners who want to navigate the complexities of key tax positions with our intuitive platform.

$20

Per entity, per month
Billed monthly

Get started

Sole proprietor plan includes

22 key tax positions

Unlimited users

AI driven conversational experience

Quickbooks Online connection

AI-generated tax documentation

Bank statement connection

Document storage

Investment account connection

Individual and sole proprietor coverage

Retirement account connection

Real estate investment coverage

Tie-outs to file tax return

SOC 2 compliance

New tax savings alerts

Annual (save 20%)

Monthly

Business

For small and medium sized businesses who want to navigate the complexities of key tax positions with our intuitive platform.

$24

Per entity, per month
Billed annually

Get started

Business

For small and medium sized businesses who want to navigate the complexities of key tax positions with our intuitive platform.

$30

Per entity, per month
Billed monthly

Get started

Business plan includes

12 key tax positions

Unlimited users

AI driven conversational experience

Quickbooks Online connection

AI-generated tax documentation

Bank statement connection

Document storage

Investment account connection

Individual and sole proprietor coverage

Retirement account connection

Real estate investment coverage

Tie-outs to file tax return

SOC 2 compliance

New tax savings alerts

Annual (save 20%)

Monthly

Speciality

Research & development credits (R&D) and Work opportunity credits (WOTC) are government incentives designed to reward businesses for investing in innovation, research, and hiring from groups facing employment barriers. These credits can significantly reduce your tax liability, turning research expenses and inclusive hiring practices into valuable savings.

$16

Per entity, per month
Billed annually

Get started

Speciality

$20

Per entity, per month
Billed monthly

Get started

Speciality plan includes

Eligibility checks for R&D

Eligibility for expenses, hires

Guided data entry for both credits

Transparent calculations for R&D

Qualification tests for R&D

Alerts for new savings opportunities

Efficient entry with spreadsheet import

AI documentation for R&D

Secure document storage

Review WOTC certification status

Verify employee qualifications for WOTC

Calculate potential tax credits

Automated reminders for tasks and deadlines

As much or as little
help as you want

Do it yourself, work with your accountant

Get onboarded and find savings in minutes

Integrated knowledge base every step of the way

Invite your tax professional to join Instead Pro

Automated tasks and reminders to meet deadlines

Access to support to help you realize savings

Get started today

Find a new accountant in our directory

Find a tax professional to find you tax strategies

Find someone near you or nationwide

Tax advice, strategy, planning, and implementation

Focus on single or multiple industries

Offering tax and a range of financial services

Find a tax advisor

Let AI save you money on taxes, Instead

Find tax strategies that work for you

Every step to maximize your tax savings

Everything you need to claim tax savings

Tax strategies to save every dollar you deserve

Employee achievement awards

Health reimbursement

Child & dependent tax credits

Health savings account

Sell your home

Employee achievement

Work opportunity tax credit

Oil & gas deduction

Hiring kids

Home office

Meal expenses

Travel expenses

Vehicle expenses

Late S election

Late C election

Depreciation

R&D tax credit

Clean vehicle

Residential clean energy

Augusta rule

Roth 401k

Traditional 401k

Features for fast and easy savings

AI first tax platform

QuickBooks monitor

Clear calculations

Create and save docs

E-sign documents

Store tax data

Save money, save time, starting at $16/mo

As much or as little help as you want

Do it yourself, work with your accountant

Find a new accountant in our directory

Start your 30-day free trial

As much or as little
help as you want