Audience
Startups, Small Businesses, Accountants, Controllers
About Neo.Tax
Neo.Tax is building the easiest and most accurate tax and accounting automation software. Our first product simplifies the complex process of applying for Federal and State R&D Tax Credits, putting up to $250K back into startups investing in R&D. In under an hour, you can prepare your R&D tax credit on your own, be guided by our team, or anything in between. Whichever route you choose, all claims are reviewed by our tax experts so you can file your credit with complete confidence.
The R&D Tax Credit is best for startups and small businesses investing in R&D who:
- made less than $5M to no revenue
- been profitable less than 5 years
- had R&D work done by US based employees or contractors
This is the first step towards turning taxes into a modern advantage for accountants and businesses. Neo.Tax’s approach is reflected in our founding team; a Stanford PhD in Machine Learning automating the brain of a former IRS Agent, productized by a former Intuit product manager.
Pricing
Starting Price:
2% ttl qualifying R&D expenses
Pricing Details:
Our fee is 2% of total qualifying R&D expenses we find and claim for you.
This is roughly 20% of the total tax credit you receive. Why do we charge based on your expenses and not your credit? According to the IRS, a fee based on inputs (your qualifying expenses) is ok, but a fee based on outcome (your credit amount) is dangerously close to a “contingent fee” which is expressly disallowed by IRS regulations.
No upfront commitment. You won’t pay anything until you receive everything you need to file
Fee includes all required forms as well as your personalized R&D study.
We offer flexible payment options where you can pay all at once (and receive a discount) or spread out over 12 months.
This is roughly 20% of the total tax credit you receive. Why do we charge based on your expenses and not your credit? According to the IRS, a fee based on inputs (your qualifying expenses) is ok, but a fee based on outcome (your credit amount) is dangerously close to a “contingent fee” which is expressly disallowed by IRS regulations.
No upfront commitment. You won’t pay anything until you receive everything you need to file
Fee includes all required forms as well as your personalized R&D study.
We offer flexible payment options where you can pay all at once (and receive a discount) or spread out over 12 months.
Integrations
Company Information
Neo.Tax
Founded: 2019
United States
neo.tax
Videos and Screen Captures
Easily assign Qualified Research Expenses
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Product Details
Platforms Supported
SaaS
Training
Documentation
Live Online
In Person
Videos
Support
24/7 Live Support
Online
Neo.Tax Frequently Asked Questions
Neo.Tax Product Features
Accounting
Tax Management
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Corporate Tax
Data Import / Export
Payroll & Employer Forms
Compliance Management
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Status Tracking
Tax Planning
Tax Practice Management
Tax Forms
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Workflow Management