Your business taxes.
Handled by AI
Instead is the AI tax agent that prepares, reviews, and files your business returns. S corps, C corps, partnerships, and personal returns. You review and approve. The agent does the work.
Business taxes cost too much and take too long
CPAs charge thousands
A simple S corp return costs $2,000 to $5,000. Add a partnership and a personal return, and you are spending five figures a year on compliance alone.
Complexity creates risk
Multi-entity structures, K-1 allocations, state filings. One mistake cascades across every return. You rely on your CPA to catch it, but you never really know.
Deadlines never stop
March 15 for partnerships and S corps. April 15 for personal. Quarterly estimates in between. Extensions just delay the stress. Every year it starts over.
Your CPA relationship. Supercharged
Most businesses work with a CPA. Instead makes that relationship more productive. The AI agent handles preparation, research, and diagnostics. Your CPA focuses on strategy, planning, and the decisions that actually matter.
- Shared workspace between you and your CPA
- AI-prepared returns ready for CPA review
- Real-time collaboration on planning and strategy
- Your CPA spends time advising, not keying
An AI agent assigned to your business
Your business gets a dedicated entity agent that holds context across every entity you own. The agent researches, prepares, reviews, and files. You review and approve.
- Context across 1040, 1120, 1120-S, 1065, 1041
- Cited research from IRC, Treasury Regs, court cases
- Review-ready returns with workpapers
- Autonomous diagnostic resolution
Automated workflows for everything your business needs
Click run. The agent executes every step.
Tax preparation
Source doc extraction, workpaper population, return filing, diagnostic resolution, and three-way review.
Tax planning
Entity structure analysis, estimated tax projections, and year-end strategies to minimize your liability.
Return review
AI-powered review that catches errors, anomalies, and missed deductions before you file.
Tax research
Cited answers from IRC, Treasury Regs, court cases, and ATG guides — with full source links and analysis in seconds.
Notice resolution
Ability-to-pay analysis, installment plans, OIC evaluation, and agent-drafted responses to every notice.
Custom workflows
Quarterly estimates, annual reviews, board reporting, and any process you define — codified and automated.
Multiple entities. One workspace
Most business owners have more than one entity. An S corp, a partnership, rental properties, a personal return. Instead manages them all in a single workspace. The agent understands how your 1040, 1120-S, and 1065 interact.
- Unified view across all your entities
- K-1 flow-through tracked automatically
- Cross-entity tax optimization
- One conversation for your entire tax picture
Every entity type your business needs
Instead learns your entities, ownership, and filing history. E-file and print for TY25 and TY26. 140+ governments.
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
WyomingThe software is free. You pay for the agent
Other platforms charge you for tax software and make you do the work. Instead gives you the software for free. You only pay when the AI agent works for you.
File any return
Free forever. Prepare and e-file by hand at no cost.
Run the agent
Pay per credit. The agent does the work.
Plugs into your existing stack
Coming soon: Dropbox · QuickBooks · Xero · FreshBooks · Wave · Gusto + more
Ready to handle your business taxes with AI?
See why business owners are switching to Instead.
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