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Get precise answers to complex tax research 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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Access comprehensive tax knowledge in real-time

Ask any type of tax research

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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Research across your entire tax situation

From research to action in minutes

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 research to action in minutes

Instead doesn't just conduct research—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.

Military Veteran hiring approved with tax credit forms and a 46% savings increase from last year.

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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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

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Intelligence that pays

With instant access to authoritative tax guidance, you'll identify opportunities and avoid costly mistakes throughout the year. For just $16/mo, you'll have expert-level tax knowledge available 24/7.

Learn more about pricing

Man working on laptop in office with Instead platform pricing: Sole proprietor $16, Business $24, Specialty $16 monthly.

Get expert tax answers instantly

Access comprehensive tax knowledge in real-time

Ask any type of tax research

Search authoritative sources

Step-by-step instructions and documentation

Research across your entire tax situation

Your tax documents inform every answer

Backed by the deepest tax research library

From research to action in minutes

Detailed implementation memos

Documentation checklists

Ready-to-use templates

Tax strategies to save every dollar you deserve

Tax loss harvesting

Child traditional IRA

Employee achievement awards

Health reimbursement

Child & dependent tax credits

Health savings account

Sell your home

Employee achievement

Work opportunity tax credit

Oil & gas deduction

Hiring kids

Home office

Meal expenses

Travel expenses

Vehicle expenses

Late S election

Late C election

Depreciation

R&D tax credit

Clean vehicle

Residential clean energy

Augusta rule

Roth 401k

Traditional 401k

Ready to get started?

Do it yourself, work with your accountant

Work with a tax advisor

Intelligence that pays

Start your 30-day free trial