Agentic tax is here
Instead is the first AI agent that owns everything tax. Research. Planning. Filing. Defense. One system. Zero handoffs. Your next move starts with a question.
$5B+
in tax savings identified
1,000s
of tax strategies
237%
more savings vs. manual methods
Nationwide
File anywhere in the United States
5
entity types supported
One agent, shaped to your tax life
Whether you're managing your own taxes or working with an accountant, Instead meets you where you are.
Business owners
Manage S-corps, C-corps, partnerships, and personal returns from a single conversation. Instead understands how your entities interact and optimizes your total tax picture.
Start as a business ownerIndividuals
Your tax agent finds every deduction, optimizes strategies, and prepares your 1040. From retirement planning to capital gains — just ask.
Start as an individualWork with your CPA
Already have an accountant? Invite them into Instead to collaborate. Shared documents, shared strategies, one source of truth.
Invite your accountantSee it in action
The complete taxpayer journey, from organizing your financial life to filing every return, responding to the IRS, and staying protected year-round.
Organize your tax life
Income sources, expenses, entities, prior returns — most taxpayers are scattered across spreadsheets, email threads, and shoeboxes. Instead brings it all together in one conversation.
Find your tax savings
Instead reads tax law the way a senior partner would — analyzing your full financial picture against the latest guidance to surface every strategy you’re missing.
Build your tax plan
Not just advice — Instead builds complete, personalized tax planning documents with specific strategies, projected savings, and implementation timelines.
Estimate tax payments
Quarterly estimates, safe harbor calculations, underpayment penalties — Instead handles the math and reminds you before each deadline.
File every return
1040s, 1120-S, 1065, 990 — Instead prepares and files every return type. Multi-entity, multi-state, multi-year. One conversation handles it all.
Submit and stay protected
E-file directly to the IRS with built-in error checking. Instead catches mistakes before they become notices.
Monitor and respond to the IRS
IRS notices, CP2000s, audits — Instead monitors your account, explains what happened, and drafts the response.
Stay connected year-round
Sync your bank accounts, payroll, and bookkeeping tools. Instead watches for tax-relevant changes and proactively keeps your strategy up to date.
From organizing to filing to year-round protection — Instead handles your entire tax life in one continuous conversation.
One agent. Everything tax.
A single AI agent that handles your entire tax lifecycle: research, planning, filing, and defense.
Your tax life is unique
Instead learns your entities, ownership, and filing history so the work fits you.
Individuals
Personal strategies, retirement optimization, capital gains planning, and every eligible credit and deduction.
C corporations
Business deductions, R&D credits, entity structuring, and strategic growth planning.
S corporations
Reasonable compensation, QBI optimization, distribution planning, and balanced corporate-shareholder tax strategy.
Partnerships
Multi-partner allocations, basis tracking, and coordinated planning across partners.
Trusts & estates
Navigate compressed tax brackets, optimize beneficiary distributions, and preserve wealth across generations.
File tax returns nationwide
Approved to e-file directly with the IRS, state agencies, and local tax offices at every level.
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
WyomingBuilt for accuracy. Priced to scale.
For business owners who want it done right, and firms that need to file at scale.
All plans include SOC 2 compliant security · 256-bit encryption · IRS-approved e-filing
Ready to talk tax?
Start a free conversation with your AI tax agent. No credit card required.