Stop Overpaying
Your Taxes
Discover hidden tax savings with our AI-powered analysis and save thousands on your taxes
Pay Stub Optimization
Backdoor Roth IRA
Roth IRA
Itemization
DAF - Donor Advised Funds
Donating to Charity – Schedule A Optimization
Optimize Dividend Income
Real Estate Strategy
Carry Forward Losses Audit
Pay Stub Optimization
Backdoor Roth IRA
Roth IRA
Itemization
DAF - Donor Advised Funds
Donating to Charity – Schedule A Optimization
Optimize Dividend Income
Real Estate Strategy
Carry Forward Losses Audit
Start an LLC
Tuition Credit
Qualified Opportunity Funds
Traditional 401(k) Individual
Health Savings Account (HSA)
Tax Loss Harvesting
Avoid Taxable Interest
Renewable Energy Investing – Solar Tax Credits
Charitable Remainder Trust (CRT)
Start an LLC
Tuition Credit
Qualified Opportunity Funds
Traditional 401(k) Individual
Health Savings Account (HSA)
Tax Loss Harvesting
Avoid Taxable Interest
Renewable Energy Investing – Solar Tax Credits
Charitable Remainder Trust (CRT)
Available Strategies
Tax Planning Strategies
Explore personalized tax optimization strategies designed to maximize your savings.
Multi-Year Tax Analysis
Total Income
$675,000
Federal adjusted gross income
Effective Tax Rate
24%
↑ Above average
Tax Savings Potential
$3,200 - $30,750
From applicable strategies
Tax Breakdown for 2025
SAMPLE DATA| Federal | |
|---|---|
Income | $675,000 |
Deductions | $29,200 |
Credits | $500 |
Federal Taxes | $162,000 |
Multi-Year Comparison Table
SAMPLE DATA| Tax Item | 2023 | 2024 | 2025 | Trend | Opportunity |
|---|---|---|---|---|---|
| Total Income | $579,514 | $615,000 | $675,000 | +9.8% | Diversify Sources |
| Total Tax Liability | $137,658 | $145,000 | $162,000 | +11.7% | Max 401(k) |
| Effective Tax Rate | 23.75% | 23.58% | 24% | +1.8% | Monitor Rate |
| Federal Taxes | $137,658 | $145,000 | $162,000 | +11.7% | HSA Contrib |
| Tax Burden % of Income | 23.8% | 23.6% | 24.0% | +1.8% | Tax Planning |
Ready to Start Your Tax Planning Journey?
You've explored $30,750 in potential savings from our comprehensive analysis. Upload your 1040 to unlock your actual personalized tax optimization opportunities!
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Disclaimer: This data is automatically parsed from your tax return. In rare cases, errors may occur. If you notice anything unusual, please email us at hello@rally.tax.