Startup Payroll Tax Refund

Get a month of burn in 10 minutes

To incentivize innovation in the US, Congress and the IRS made the R&D Tax Credit. neo.tax prepares a super comprehensive filing in minutes, refunding your payroll taxes.

Get a best-practice R&D tax credit quick and easy

Get your R&D Tax Credit in minutes using our tax automation software that was designed by an IRS veteran who audited hundreds of them.
1
Link Payroll & Accounts
2
Allocate Time on Projects
3
Save 10% on Payroll
Powerful AI,
Stanford PhD* in Machine Learning
trained by experts,
Former IRS agent, 20+ Year CPA
intuitively designed.
Ex-Intuit Product Manager

Don't take our word for it.

Here's what our customers say

Comprehensive

“Our accountants fully agreed with everything the neo.tax team had done and signed off on without a hitch”

Nick Neumann
CEO, Casa
Got $186,000

Accurate

“The process was fast and easy. The credit showed up in Gusto and was applied to our next payroll.  Just like that, one more month of burn!”

Nick Ionita
CEO, Flux
Got $97,00

Streamlined

"I was blown away by how easy neo.tax was. This was an enormous pain last year, even with the well-known firm that our CPA recommended"

Zack Kanter
CEO, Stedi
Got $147,000

Refund Up To

10%

of R&D Expenses

includes design and development payroll, contractors and cloud.

In Just

10

minutes

on average—then we do all the heavy lifting.

For Only

10%

of anticipated credit

half the price of most CPAs, including MainStreet.

Get the Cash You're Owed
Finally, a simple, affordable way to file your R&D Credit!

Frequently Asked Questions

If you are hesitating, do not worry - we are here to explain
everything you might want to know. Let us help!

But my startup isn't profitable...
Kal Freese Co-founder at Taika, received $17,000
Received $17,000 Credit
We're not profitable, so neo.tax was able to refund our payroll taxes! That really helped extend our runway.
How soon can I start getting money back?
Nick Ionita CEO of Flux, received $97,000
Received $97,000 Credit
The credit showed up in Gusto and was applied to our next payroll
What if I already have a CPA?
Simon Halpern COO of KubOS, received $39,000
Received $39,000 Credit
Neo.tax integrated smoothly with our existing CPA, making the entire experience seamless for everyone
What happens if I get audited?

We make sure your R&D Tax Credit is super kosher and transparent, so that even if the IRS disagrees with the amount of your credit, they won’t charge you penalties or interest, just the difference in calculation. Plus, we have a former IRS Agent pre-audit each one before filing.

How does this compare to other R&D Tax credit preparers out there?
Anonymous but very real customer
Received $XX,XXX Credit
...all the existing firms out are old school rent seekers who made me want to give the money to the IRS instead
Does neo.tax also prepare a study?

neo.tax prepares a study to substantiate the claim that your startup meets the eligibility criteria laid out in the IRS’s Four Part Test. The study is custom-made for your startup. We use data from Jira, Notion, Github, Asana, Trello and whatever other tools you use to prepare an exhaustive and robust report that puts any doubt about your eligibility to rest.

Ready to get your refund?