Tax Credits for Startups

Claim the $250K R&D Tax Credit in 10 Minutes

neo.tax was built to help early stage start-ups file tax credits. We've started with the R&D Tax Credit which was designed to help startups grow by returning up to $250,000 in payroll taxes from the IRS. Through our AI powered app, you can claim this credit in 10 minutes for just a 10% fee.
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App preview showing four steps to getting your tax credit

Claim the Credit
in 3 Easy Steps

Our AI-powered app will verify your eligibility and provide you an estimate for free. Complete the application in as little as 10 minutes and start receiving your refund next quarter!
1
Link Payroll & Accounts
2
Allocate Time on Projects
3
Get Up to $250,000!

Refund

10%

of R&D Expenses

product, design & development, (and 6.5% back on contractors).

Takes Just

10

minutes

on average—then we do all the heavy lifting.

Our Fee is

10%

of anticipated credit

half the price of most CPAs, including MainStreet.

Get the Cash You're Owed

We've Got Your Back

We stand by and guarantee our work...unless you like, make sh*t up

We Speak IRS

Our co-founder is a former IRS agent, and a CPA with 20 years of experience preparing and auditing R&D tax credits.

A Study in Precision

By reverse-engineering IRS audit techniques, we prepare a best-in-class documentation and workpapers to substantiate your startup's taxes.

neo.tax $1M Guarantee

Should the IRS have any questions, our R&D experts will help you prepare a response.

See full details

Don't take our word for it

Here's what customers say.

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Expert

“I hope at some point you can do this for all of our taxes. If you could take the data we have, and I could just click 'file taxes', that's my dream scenario.

Lukas Wagner
VP of Finance, Pipe
Got $115,000

Fast

"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 $97,000

Effortless

"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

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. Where appropriate, 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.

Tax credits,
Stanford PhD in Machine Learning
automated by experts,
Former IRS agent, 20+ Year CPA
intuitively designed.
Ex-Intuit Product Manager