👋 We built an AI co-pilot to replace your slow, expensive CPA.
Hey Product Hunt!
I’m Hemant, a YC founder. Like many of you, my career in tech (ex-Meta) meant my finances got complicated, fast.
The Problem: My first big RSU vest, I got hit with a massive, unexpected tax bill. I was shocked and confused.
I found I was stuck in a "missing middle":
TurboTax? No way. It's too risky for equity (RSUs, ISOs), crypto, or K-1s.
Traditional CPA? A black box. I paid $1,000s in opaque hourly bills just to get a reactive filing service, not a proactive strategy. They told me what I owed, not how I could save.
We’re all overpaying on taxes because we lack a proactive, intelligent partner. So, we built one.
The Solution: Rally is an AI-powered tax advisory platform. We’re not just a filer; we’re your year-round strategic co-pilot.
We combine a powerful AI that automates 80% of the manual work with our in-house team of elite CPAs. Our AI scans your finances 24/7 to surface opportunities, and our human experts help you execute complex strategies like:
📈 QSBS (Qualified Small Business Stock) Planning
💰 Charitable Remainder Trusts (CRTs)
☀️ Solar Tax Credits & other advantaged investments
💸 Tax-Loss Harvesting
...and way more.
The "Magic" - Our Free AI Tax Plan: To launch today, we're making our AI Tax Plan 100% free.
Instead of paying a CPA $500+ and waiting two weeks, you can securely link your accounts (or just estimate) and get a personalized, actionable plan in under 60 seconds. It shows you the exact strategies you're missing and how much you could save.
Our Team: I’ve lived this problem. Our GTM lead has run his own tax firms, and our Head of Tax is an ex-EY senior auditor. We're a tech-first team that understands the tax code, not a tax firm trying to learn tech.
🎁 The Product Hunt Deal 🎁
We’re so excited to be here that we're offering a special deal just for the PH community:
Get $200 OFF your first annual plan with Rally. (This includes the full service with a dedicated CPA to implement your new strategies.)
We're here all day to answer all your questions (even the spicy tax ones 😉). We’d be honored to get your feedback and support.
Thanks, everyone! – Hemant
Report
This looks amazing. A must needed product for the current time. Breaking the status quo of age old tax products in the market. Would definitely try this.
Huge fan of this direction, Hemant. Taxes around equity comp are one of those areas where even experienced operators get blindsided. Rally’s blend of AI automation with CPA oversight feels like the right balance between speed and accountability. Curious how the AI handles complex multi-year strategies like AMT optimization or deferred comp, is that logic built in already, or does the CPA layer handle it? Either way, impressive execution. Congrats on the launch!
@nijansh_verma2 Thanks so much for the insightful question! You've hit on exactly why we built Rally this way.
Our AI is a powerful co-pilot. It excels at identifying the opportunity—identifying applicable strategies. It tees up the "what."
Our elite, in-house CPAs then handle the complex, multi-year strategy—the "how." They model the scenarios (like AMT optimization, deferred comp, or CRT implementation) and build the personalized, multi-year plan.
The AI automates 80% of the manual work so our humans can focus 100% on high-value strategy. It's that perfect blend of AI efficiency and expert accountability.
Rally Tax
This looks amazing. A must needed product for the current time.
Breaking the status quo of age old tax products in the market.
Would definitely try this.
Rally Tax
@pankajsinghbora Sure, we're sending invites for early access. Join the waitlist or email us for the invite link today!
Butternut AI
Phenomenal! many congratulations on the launch.
Which geography is it suitable for?
Rally Tax
@zerotox We're building for US tax residents
Vector
Huge fan of this direction, Hemant. Taxes around equity comp are one of those areas where even experienced operators get blindsided. Rally’s blend of AI automation with CPA oversight feels like the right balance between speed and accountability. Curious how the AI handles complex multi-year strategies like AMT optimization or deferred comp, is that logic built in already, or does the CPA layer handle it? Either way, impressive execution. Congrats on the launch!
Rally Tax
@nijansh_verma2 Thanks so much for the insightful question! You've hit on exactly why we built Rally this way.
Our AI is a powerful co-pilot. It excels at identifying the opportunity—identifying applicable strategies. It tees up the "what."
Our elite, in-house CPAs then handle the complex, multi-year strategy—the "how." They model the scenarios (like AMT optimization, deferred comp, or CRT implementation) and build the personalized, multi-year plan.
The AI automates 80% of the manual work so our humans can focus 100% on high-value strategy. It's that perfect blend of AI efficiency and expert accountability.
Appreciate the support!
Magic Patterns
congrats on the launch!!
Speedy
which I had this 6 years ago!