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Get precise answers to complex tax questions from AI trained on IRS code, regulations, and thousands of tax publications. Whether you're planning strategies or need clarification mid-filing, Instead delivers authoritative guidance in seconds.

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Ask any tax question

From basic deductions to complex multi-entity strategies, get answers grounded in current tax law with complete source citations.

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Every response draws from IRS publications, tax court cases, federal regulations, and state-specific guidance—no guessing.

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Step-by-step instructions and documentation

Beyond answers, receive step-by-step instructions and documentation requirements to properly implement strategies

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Ask questions across your entire tax situation

Instead analyzes your uploaded documents and prior returns to understand your complete tax profile. Ask about strategy eligibility, filing requirements, or optimization opportunities with full context.

Your tax documents inform every answer

Upload your returns and entity structures so Instead understands the specifics of your situation and considers your complete profile when analyzing planning opportunities.

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Backed by the deepest tax research library

Instead draws from over 1,500 authoritative tax sources including IRS publications, tax court opinions, federal circuit court rulings, state revenue departments, IRC code sections, and Treasury regulations. Every answer includes citations so you can verify the guidance.

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From question to action in minutes

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Instead doesn't just answer questions—it creates the records you need to implement and defend every tax position. Get detailed memos explaining complex concepts and ready-to-use documentation templates.

Detailed implementation memos

Receive comprehensive explanations of complex tax concepts with step-by-step guidance. These memos break down strategies into actionable steps you can follow immediately.

Documentation checklists

Know exactly what records and documentation you need for each tax position. Instead provides checklists that ensure you have everything required to support your return.

Ready-to-use templates

Access templates and forms that prepare you for implementation and filing. These resources save time and reduce the chance of missing critical requirements.

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.

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Tax loss harvesting

Transform investment losses into strategic tax advantages and optimize your portfolio's performance with AI-driven precision.

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Child traditional IRA

Open a Traditional IRA for children with earned income. Contribute up to $7,000 annually with full deduction, giving them decades to grow tax-free.

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Employee achievement awards

Award your team for service milestones and safety achievements while maximizing allowable deductions up to $1,600 per employee.

Doctor explaining qualified medical expenses for pre-tax savings and W-2 reporting.

Health reimbursement

Set aside money on a pre-tax basis to pay for qualified medical expenses to maximize tax savings opportunities.

Mom helps daughter bake cookies, showing $2,000 tax savings with tax forms 1040 and 8812.

Child & dependent tax credits

Claim up to $2,000 per child & $500 per other dependent. Automatically maximize your child and dependent-related tax credits.

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Health savings account

Set aside money on a pre-tax basis to pay for qualified medical expenses to maximize tax savings opportunities.

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Sell your home

Transform your home sale into a tax-saving opportunity.

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Employee achievement

Skill up your team, scale down your business expenses.

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Work opportunity tax credit

Unlock tax savings for empowering your community through hiring.

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Oil & gas deduction

Drill into tax savings. Maximize deductions for both tangible and intangible drilling costs.

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Hiring kids

Reduce taxable income & self-employment tax by hiring your kids.

Home office

Deduct qualified expenses for using your home for business purposes.

Meal expenses

Business can typically deduct 50% of meals associated with doing business with some cases allowing up to 100% deduction.

Travel expenses

Businesses can deduct necessary travel expenses, like airfare and lodging, directly related to operations for tax savings.

Vehicle expenses

Vehicle tax deduction allows deduction of business vehicle expenses, using a per-mile rate or actual costs, from taxable income.

Late S election

A Late S Election lets a corporation request IRS S corp status post-deadline.

Late C election

A Late C Election is a request to the IRS for C corporation status after the deadline.

Depreciation

Put your fixed assets to work for you by utilizing depreciation to find and compare tax savings in minutes.

R&D tax credit

Fuel your venture's growth and innovation with the R&D tax credit. Not just for tech firms or big corporations.

Clean vehicle

Businesses and Individuals can receive a tax credit for purchasing new eco-friendly vehicles. Individuals may also qualify on used eco-friendly vehicles.

Residential clean energy

Taxpayers who invest in renewable energy improvements for their home or second home may qualify for a credit to lower their income tax.

Augusta rule

The Augusta Rule lets homeowners rent their property tax-free for up to 14 days a year without reporting the income.

Roth 401k

Roth 401(k) lets employees and individuals make after-tax retirement contributions, offering tax-free growth and withdrawals.

Traditional 401k

Traditional 401(k) plans offer pre-tax retirement savings for employees, with companies reducing taxable income via contributions.

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