Instead Launches AI-Powered Tax Strategy Platform – Maximizing Savings for Individuals and Businesses

Instead Launches AI-Powered Tax Strategy Platform – Maximizing Savings for Individuals and Businesses
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San Francisco, CA – May 28, 2025 – Instead, a pioneering tax management platform, today announces the official launch of its game-changing AI-driven tax strategy platform, designed to transform how business owners and individuals maximize tax savings.

Instead’s platform empowers users to get ahead of tax deadlines by transforming reactive filing into proactive financial strategy. By harnessing artificial intelligence to analyze every line of the tax return, users uncover eligible strategies and missed opportunities.

Features include:

AI Tax Assistant: Personalized, targeted questions to determine eligibility, calculate deduction, credits, and savings, and walks users through the steps for implementation.
Expense Imports: Seamlessly import expenses from connected apps for more accurate, tailored recommendations.
Automatic Documentation: Instantly generate, save, and e-sign all documents needed to implement savings - directly within the platform.
Dynamic Reporting Suite: Generate three powerful reports to collaborate with a tax professional or file with confidence:
- Tax Return Analysis Report – Reveals every tax-saving opportunity in a return, for one or all entities.
- Tax Plan Report – Provides a real-time summary and action list of all tax strategies across all entities.
- Individual Strategy Reports – One for every tax strategy, complete with calculations, supporting IRS code, and an actionable plan to maximize results.

Every report is designed for clarity, compliance, and confidence and is backed by detailed calculations and real-time updates to support your final tax return.

Instead users can invite their tax professional to collaborate on strategies or search the upcoming directory of expert firms who support the Instead platform. All tools are built to ensure users and their advisors can maximize tax savings together with transparency and ease.

“We are excited to bring our users the future of smart, effective decisions when it comes to filing taxes,” states Andrew Argue, CPA and CEO and co-founder of Instead. “With Instead, users can easily uncover and implement strategies and opportunities that will save them money and have the transparent calculations to support a tax return. And this is just the beginning…we have some exciting things on our roadmap and look forward to sharing them very soon!”

A free trial is available. For more information or to sign up, visit www.instead.com
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About Instead

Instead is revolutionizing tax management as the first company in decades to receive IRS and state approvals to file individual, business, trust and estate returns. The platform uses AI to analyze tax returns, identify missed opportunities, and implement tax-saving strategies with supporting documentation. Starting at $16/month, Instead helps individuals, businesses, and tax professionals save tens to hundreds of thousands on taxes through intelligent tax analysis rather than last-minute filing.

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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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Employee achievement awards

Award your team for service milestones and safety achievements while maximizing allowable deductions up to $1,600 per employee.

Health reimbursement

Set aside money on a pre-tax basis to pay for qualified medical expenses to maximize tax savings opportunities.

Child & dependent tax credits

Claim up to $2,000 per child & $500 per other dependent. Automatically maximize your child and dependent-related tax credits.

Health savings account

Set aside money on a pre-tax basis to pay for qualified medical expenses to maximize tax savings opportunities.

Sell your home

Transform your home sale into a tax-saving opportunity.

Employee achievement

Skill up your team, scale down your business expenses.

Work opportunity tax credit

Unlock tax savings for empowering your community through hiring.

Oil & gas deduction

Drill into tax savings. Maximize deductions for both tangible and intangible drilling costs.

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

Business can typically deduct 50% of meals associated with doing business with some cases allowing up to 100% deduction.

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.