Instead

Founded 2023

Research tax regulations, prepare returns, and file taxes across multiple entity types

You can use Instead to manage tax research, planning, preparation, and filing for individuals and businesses. The system connects to your cloud storage to read documents like W-2s, K-1s, and 1099s, extracting necessary details automatically. It answers complex tax questions referencing the Internal Revenue Code and Treasury Regulations. You can build customized workpapers, calculate depreciation schedules, coordinate multi-entity tax strategies, and prepare state and federal returns. It handles various entity structures, including individual 1040s, corporate 1120s, partnership 1065s, and estates.

What Instead does

Extract data from uploaded tax formsPrepare federal and state tax returnsCalculate MACRS asset depreciationGenerate structured tax workpapers and memosLook up specific Internal Revenue Code regulationsE-file completed returns to the IRSCalculate quarterly estimated tax projectionsExtracts data automatically from W-2, K-1, and 1099 tax formsAnswers tax questions citing the Internal Revenue Code and Treasury RegulationsCalculates MACRS depreciation schedules across all business assetsGenerates tax plans, strategy memos, and workpapersPrepares returns across individual, corporate, and partnership entity structuresSyncs documents directly with Google Drive and OneDriveTracks multi-entity connections and cross-entity tax distributions

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