Hate taxes? You’ll love to Save with Instead

Analyze all your tax returns across individuals and businesses, select tax strategies that work for you and your family, and save thousands to millions of dollars in taxes annually.

Save on your individual and businesses taxes

Individuals

1040
Retirement, investments, credits and more to grow your personal net
worth.

Trusts & Estates

1041
Annual exclusion gifts, lifetime exemption planning and more to
save for generations.

C Corporations

1120
Move money from the company
to your personal bank account
— tax-free.

S Corporations

1120S
Common deductions, credits, retirement, employment, entity structure, and more.

Partnerships

1065
Save for all owners across core
and advanced strategies
for partnerships.
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Save on your taxes, no matter where you live

Includes federal and coming soon States, Cities,and International
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Find tax savings in seconds

Add your business and individual return

Whether you're an employee, real estate investor, or business owner, you can add each taxable entity (SSN, EIN) to get started.
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Analyze all your returns for tax strategies

Everyone’s tax situation is different. Get personal recommendations based on your tax situation across deductions, credits, entity selection, and more.
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Choose tax strategies that work for you

Pick from dozens of tax strategies that work for you. They’re built by experts who've scoured the tax code for every opportunity.
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We help you pay less tax every year

Automated tracking, documentation, and calculations — we put our technology behind all of your income and deductions so you pay your taxes, but don’t leave a tip.
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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.

Ready to get started?

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 customer support to help you realize savings
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Work with a tax advisor

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

Visual reports to help you decide and save

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Tax plan

The status of your savings, tax strategies, and the documentation supporting them.

Tax return analysis

Range of savings across every tax strategy for which you may be qualified.

Tax strategy

Reports for every tax strategy to support your final tax return with IRS, court case reference.

Quarterly

See how your tax strategies reduce every quarterly payment you make.

Filing

Finally see what’s in your return and the tax strategies and decisions that helped you save.

A low price to solve your #1 financial problem

Taxes are your #1 expense. More than your rent, mortgage, car, education, wedding, or healthcare. For just $16/mo you can make smart tax decisions and grow your family’s net worth.
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