You're paying more in taxes than you need to

Schedule a free call with our team. We'll walk through your tax situation and show you an estimated savings — specific to your business, your entity, and your state.

Here's what you'll walk away with:

A personalized tax savings estimate based on your real numbers — not a generic calculator
A clear breakdown of strategies you qualify for but probably aren't using
A direct conversation with a tax pro who knows business entity optimization — not a sales rep reading a script

No cost. No obligation. Just clarity on what you're leaving on the table.

Talk to an Instead expert

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Most business owners overpay by thousands every year

It's not because you're doing something wrong. It's because the strategies that save the most — entity restructuring, retirement optimization, depreciation, state-level elections — require someone to proactively apply them.

Most CPAs file your return. They don't build you a plan.
Small business owner holding package with savings dashboard showing $89,874 total and green bar chart growth visualization.
Instead is different.

Instead platform analyzes 153 tax strategies against your specific situation and identifies exactly where the savings are. Then our team walks you through it.
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How it works

Schedule your free call

Pick a time that works for you. It takes 15–20 minutes to walk through the strategy process.

Analyze your tax situation

Using Instead's AI, we run your income, entity type, and state through 153 strategies to find what you qualify for.

Get your savings estimate

You'll see exactly how much you could save this tax year — and what steps to take next.
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This is for you if

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You own an LLC, S Corp, sole proprietorship, or C Corp
Your business income is $80K or more
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You've never had someone build a proactive tax plan for you
Your tax bill keeps going up and you're not sure why
You want to know your number — not a vague "it depends"

Strategies most business owners miss

S Corp Election

What it does
Reduces self-employment tax on distributions.

Typical savings
$15,000–$25,000/yr

Augusta rule

What it does
Rent your home to your business tax-free.

Typical savings
$2,800–$5,000/yr

Accountable plan

What it does
Reimburse business expenses tax-free.

Typical savings
$1,500–$8,000/yr

Solo 401(k)

What it does
Maximize retirement contributions.

Typical savings
$5,000–$15,000/yr

PTE/PTET Elections

What it does
Reduce state tax through entity-level elections.

Typical savings
$2,000–$25,000/yr

Cost segregation

What it does
Accelerate depreciation on business property.

Typical savings
$5,000–$60,000+

Built for business owners. Backed by real technology.

Instead is IRS-approved for e-file across Individuals, C Corps, S Corps, Partnerships, Estates & Trusts.
AI-driven platform analyzing 153+ strategies.
SOC 2 compliant — your data stays secure.
Trusted by thousands of business owners and tax professionals nationwide.
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