Base
Starts at
$199INCLUDES:
- Federal tax filing
- State tax filing
- Interest & dividend income
- Basic stock & crypto reporting
- Homeowner deductions
- Standard support
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Switching from a salary to equity? Exclusive advisory for the Coffeespace community. We ensure your personal tax strategy is optimized for the unique challenges of the startup journey, from incorporation to exit.
Switching from a salary to equity? Exclusive advisory for the Coffeespace community. We ensure your personal tax strategy is optimized for the unique challenges of the startup journey, from incorporation to exit.
backed by
Generic tax tools
AI-Powered & Expert Backed
Manual & Expensive
Our team brings decades of experience from Big Four and elite firms. We specialize in equity compensation and complex tax situations
19+ years of experience
15+ years of experience
5+ years of experience
15+ years of experience
12+ years of experience
Structure QSBS strategies to maximize exclusions and preserve more wealth across generations.
Defer taxes on concentrated or appreciated stock so your portfolio can grow more efficiently.
Plan ahead to move wealth intentionally, reduce future estate taxes, and protect long-term family value.
Invite friends and get $50 credits for every successful referral
Have more questions? Write us at
hello@rally.tax