of R&D Expenses
product, design & development, (and 6.5% back on contractors).
on average—then we do all the heavy lifting.
Our Fee is
of anticipated credit
half the price of most CPAs, including MainStreet.
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
Here's what customers say.
“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.
"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!"
"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"
If you are hesitating, do not worry - we are here to explain
everything you might want to know. Let us help!
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.
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.