About neo.tax

Neo.Tax is automating taxes, starting with making the R&D tax credit simple to claim for startups – and enabling fintechs and accountants to offer this seamlessly to their customers. This little know tax credit can provide up to $250k back to a business on their eligible R&D expenses.

Neo.Tax’s approach is reflected in their founding team, where a Stanford PhD in Machine Learning is automating the brain of a former IRS Agent, productized by a former Intuit product manager.

Using Neo.Tax you can prepare your claim on your own or be guided by our team. Either way, each claim is reviewed by our tax experts before it is completed.

Neo.Tax has streamlined the process to make doing taxes less daunting and more enjoyable. All a business needs is access to their payroll and accounting software and insight into how many resources were used for R&D. We have taken care of the rest of the heavy lifting.


Key benefits of neo.tax

With Neo.Tax all you have to do is spend 30 minutes, get up to $250,000, with 100% confidence.

Industry Expertise
A Stanford PhD in machine learning is automating the brain of a former IRS agent with 20+ years preparing and auditing R&D tax credits, productized for a form Intuit program manager.

Streamlined Process
This automated solution will allow you to prepare your R&D tax credit in 30 minutes in just a few simple steps. 1. Check eligibility
2. Identify qualified work
3. Connect accounts
4. Submit for review
5. Receive everything you need to file

Flexibility
With Neo.Tax you can go through the entire process on your own or set up time with our team to guide you through. Either way your information is reviewed by our tax experts. led by our chief tax officer and former IRS agent.

Competitive Pricing
Neo.Tax offers payment options so you can pay all at once or break out payments over 12 months. We understand that capital is a premium for startups so price accordingly.


Images

neo.tax Software - Working with Neo.Tax
neo.tax Software - The R&D Tax Credit Process with Neo.Tax
neo.tax Software - Qualifying for the R&D tax credit
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neo.tax Software - Working with Neo.Tax
neo.tax Software - The R&D Tax Credit Process with Neo.Tax
neo.tax Software - Qualifying for the R&D tax credit

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5 (3)
VS.
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£32.00
year

Pricing Options

Free version
Free trial
Free version
Free trial

Features

10
62

Integrations

No integrations found
6

Ease of Use

5.0 (3)
4.4 (7)

Value for Money

5.0 (3)
4.7 (7)

Customer Service

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Reviews

Overall rating

5 /5
(3)
Value for Money
5/5
Features
5/5
Ease of Use
5/5
Customer Support
5/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 3 reviews of 3
George
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great value compared to competitors. Great support team too.

Reviewed on 12/05/2022

It was awesome because they helped get us a nice tax credit, which more than paid for the service...

It was awesome because they helped get us a nice tax credit, which more than paid for the service they provide. They taught us so much about R&D credits. We actually use their suggestions when doing our books now. Now, with just a few clicks, we can apply for new credits every year.

Pros

I think they do a good job helping business determine what spend can be used when applying for tax credits. We are a a tech company, and after going through the online questionnaire, and following up with the support team at Neo.Tax, we determined my company was eligible for a decent sized tax credit, which they helped me apply for. They also offer an app that connects to our Quickbooks Online, which makes reviewing our books easier (for R&D credits).

Cons

I didn't find any real flaws with the software, but even if I was confused at certain parts, I always got excellent support from Neo.Tax CS team.

Chris
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Neo.Tax - R&D

Reviewed on 25/03/2022

After meeting with customer support and gathering information from our team, I had some changes...

After meeting with customer support and gathering information from our team, I had some changes that we had to make before submitting our final application and customer support made that process very easy. I let them know the changes and they got everything updated, walked me through what I needed to do and voila!

Pros

Fairly easy to complete most of the information on my own without assistance from customer support.

Cons

I was not able to import my payroll information on my own. I had to set up a meeting with customer support for their assistance. They were very helpful, shared a screen, spreadsheet, etc to get all my information entered.

Shawn
Overall rating
  • Industry: Design
  • Company size: 2–10 Employees
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very helpful team maximized our tax credit!

Reviewed on 25/03/2022

Fantastic experience from start to finish.

Fantastic experience from start to finish.

Pros

[SENSITIVE CONTENT] and the team helping out did a great job walking me through the steps necessary to get the maximum tax credit.

Cons

Nothing was missing, the software and team both did their part.

neo.tax FAQs

Below are some frequently asked questions for neo.tax.

neo.tax offers the following pricing plans:

  • Free Trial: Not Available

Our fee is 2% of total qualified expenses claimed.

neo.tax has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500

neo.tax supports the following languages:

English

neo.tax supports the following devices:

We do not have any information about what integrations neo.tax has

neo.tax offers the following support options:

Email/Help Desk, FAQs/Forum, Phone Support, Chat

Related categories

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