You've spent years building real wealth. Are you protecting it?

Most tax tools were designed for the 1040-EZ crowd. If you're holding equity, running a business, investing in real estate, or earning across borders — you need more than software and a CPA who calls you in March.

Rally Tax is year-round tax strategy for people whose finances actually require it.
We specialize in the situations that trip up everyone else:

- RSU vesting events that create surprise tax bills
- ISO exercises with AMT exposure nobody warned you about
- ESPP sales being taxed as ordinary income when they don't have to be
- QSBS exclusions that could eliminate your entire capital gains tax on exit
- Crypto positions with unrealized losses sitting unused
- K-1s from partnerships that most CPAs just enter and forget
- Cross-border income with treaty benefits going unclaimed

Our model is different by design.
AI identifies opportunities. CPAs execute strategy. You pay one flat fee and stop wondering if you're leaving money on the table.
No hourly billing. No reactive scrambles. No generic advice.

Backed by Y Combinator — because great tax strategy should be accessible, not gatekept.

Rally Tax

Org chart

Teams

Offices