A smarter way to plan and file individual taxes

Analyze your individual tax return, select tax strategies that work for you and your family — save thousands to millions of dollars in taxes every year.

Save more taxes

Choose from expert-built, curated tax strategies to customize your tax return to pay what you want.

Estimate tax payments

We look at your income, deductions, and credits and help estimate a lower tax payment and avoid penalties.
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Extend & File your returns

We monitor your taxes and help you meet every deadline for federal and state extensions and filings.
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Taxes should always be this easy

Analyze your prior year individual tax return

Everyone’s tax situation is different. Get personal recommendations based on your individual tax situation, whether that’s retirement, investing, or simple ways to just file your return better.
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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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Instead helps 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

Tax filing coming soon

Soon you’ll be able to estimate and make tax payments, extend your returns, and file your taxes. Instead is the first company in decades to receive IRS approvals for all core entities including 1040 and once we get through all the states.

An end to end experience to solve your taxes once and for all!

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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