AI x Tax is Here
Eliminate interviews and generate audit-ready R&D tax credit and software capitalization outputs in days, not months.
Built for Tax & Accounting Teams
R&D Tax Credit §41
Replace after-the-fact surveys and interviews with contemporaneous documentation, as per the IRS gold standard.
Software Capitalization
Integrate with engineering tools to capitalize development costs in real-time, eliminating manual data collection.
Two Birds. One Stone.
Streamline your tax compliance and financial reporting in one unified workflow by leveraging passive data generated by engineering tools and systems to save time and maximize accuracy.
Loved by Engineers and Auditors
Keep Building. Stop Documenting.
Don’t change a thing. Skip the surveys and interviews —
simply review the final results.
Your existing data is good enough for us.
AI that Shows its Work
Transparent and audit-ready. Fully traceable outputs, down to the hour. No black box.
P.S. We show our work too.
Join these Innovators
"We used Neo.Tax for our 2023 credit claim and were thoroughly impressed with the tool’s effectiveness. The user-friendly interface made it easy to review the automated conclusions regarding credit eligibility for each project. Neo.Tax significantly reduced the number of interviews we conducted and helped us eliminate a major cost with an external advisor."
"Neo.Tax is the best software we have used in our tax department. Neo.Tax was the highlight of the year for not just our tax team, but for our entire team. Our CFO loved how unbelievable the ROI was, across the tax team and the r&d teams. This is the only AI we've used that actually worked. and it delivered a real, tangible tax output"
Protecting Your Data, Always
We know your data is your most valuable asset. That’s why we handle it with the utmost care, accessing only what’s essential for IRS compliance.
Dedicated Cloud
All Controls or Opt-Out
World-Class Security
