Find tax savings across every entity
Use one tax agent to surface savings opportunities, estimate payments, and keep planning tied to filing across individuals and businesses.
Find more savings
Review deductions, credits, and tax planning across entities before the filing season compresses time.
Estimate payments
Model payment needs from your actual activity, so planning changes show up before money leaves the account.
Track deadlines
Keep estimates, extensions, and filing due dates visible in a single workflow across all your entities.
Monitor IRS status
Follow notices, filing status, and next steps in one place so the process stays visible after submission.
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Saving lead filing
Carry tax planning work into filing so federal and state returns reflect your tax saving strategy decisions.
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One place to find savings and act on them
Analyze prior year returns before you choose a plan
Review prior returns across your entities to manage your tax-saving opportunities.
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Choose the strategies that fit your real tax picture
Select the strategies that fit each entity and ensure your savings are claimed when filing.
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Keep savings, payments, and filing in one workflow
Instead keeps tax planning, documentation, estimated payments, and filing connected so the work can move forward with less re-entry.
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IRS-approved filing is here
Instead is the first company in decades to receive full IRS e-file approvals across all core entity types, with federal, state, and local filing coverage.
One agent to manage tax strategies, estimated payments, and filing across your tax lifecycle.
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