Instead

San Francisco, California, USA · ≈150 employees · instead.com

Instead, LLC is an AI-powered tax technology platform founded in June 2023 and headquartered in San Francisco, California, with operations in Palm Beach Gardens, Florida. The company focuses on transforming tax preparation for accounting firms, businesses, and individuals by automating over 90% of the tax preparation process. Instead has received IRS and state approvals to electronically file various tax forms, marking it as one of the first new tax preparation systems in decades. Instead offers a comprehensive suite of services, including AI-driven tax automation, electronic filing, strategic advisory tools, tax planning, and specialized R&D tax credit services. Its cloud-based AI Tax Platform features automated tax return analysis, smart savings strategies, and unified tax management, all accessible via web and mobile interfaces. The company targets accounting firms, business proprietors, individuals, tax professionals, and trusts and estates, providing a modern solution to enhance efficiency and client service in tax preparation.