Rally Tax

Hey everyone, Hemant here — Founder & CEO of Rally Tax.

🔴 Problem

If you paid $50K+ in taxes last year, you know the pain. You’re probably navigating complex equity (RSUs, ISOs), multiple 1099s, capital investments, K1s, and maybe even foreign income.

You’re stuck in a "missing middle":

• DIY software (TurboTax) is too risky. You’re almost guaranteed to make a costly mistake.
• Traditional CPAs are slow, expensive, and reactive. They're just filers, not strategists, so you're overpaying by thousands and don't even know it.

https://youtube.com/shorts/CTFwxZ8TCdw?feature=share

💚 Solution

Rally is the AI-powered tax advisory platform for anyone with a complex tax situation. We’re replacing the broken, reactive CPA model with a proactive, year-round subscription.

We combine a powerful AI platform that automates 80% of the manual work with elite, in-house CPAs. This allows us to deliver high-value strategic advice (like QSBS planning, CRTs, and solar tax credits) at a transparent, flat fee.

🚀 Our Story & Mission

I previously worked at Meta. I founded Rally because of the pain I personally felt when I got my first big RSU tax bill. I was shocked, confused, and couldn't find a CPA who would give me proactive advice—only a bill after it was too late.

We validated this at my last company, iNRI, where our tax pilot for 250+ high-income clients (generating $90k) proved this problem is universal.

Our mission is to stop people from overpaying on their taxes just because they lacked the right strategy. We're building the proactive, transparent financial co-pilot we wish we'd had.

📹 Demo: The 60-Second AI Tax Plan

Our first launch is a free AI-generated tax plan in 60 seconds.

Instead of paying a CPA $500+ and waiting two weeks, you can securely link your accounts or estimate your situation. Our AI analyzes your data and builds a personalized plan showing the exact strategies you can use and how much you could save.

1. Generate tax plan

2. Ask AI, about your tax plan

3. Download FREE tax plan

‼️ Why Now?

A perfect storm is hitting the tax industry:

1. AI Maturity: For the first time, AI can automate the complex analysis that only human experts could previously do.
2. The Great CPA Retirement: 75% of CPAs are nearing retirement, creating a massive supply crisis for expert advice.
3. Market Need: Complex equity and investments are now mainstream for millions, who are all being underserved.

🙏 Our Ask

1. Try it! If you paid over $50K in taxes (and wish you could keep more of what you earn), try our free AI Tax Plan and give us feedback: https://www.rally.tax/
2. Share with your network: We all pay taxes, and wouldn’t it be wonderful to help a friend, too!
3. Partnerships: Intros to leaders at tech companies. We’re building a powerful B2B channel to offer Rally as a financial benefit.