Tax Credits for Startups

Get an extra month of runway

To incentivize innovation and tech jobs in the US, Congress made the R&D Tax Credit. Complete yours in minutes using our tax automation software that was designed by a Big 4 and IRS veteran who prepared and audited hundreds of them.
App preview showing four steps to getting your tax credit

10 minutes could save you 10% or more on payroll.

Just like you'd expect from a million CPAs turned into a supercomputer...
neo.tax prepares a best practice R&D Tax Credit in minutes, refunding your payroll taxes starting next quarter.
1
Link Payroll & Accounts
2
Identify and Allocate
Time on Projects
3
Get 10% Back on Payroll

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 Study to substantiate your startup's eligibility for the Credit.

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.

Get Started Now

Expert

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

Nick Neumann
CEO, Casa
Got $186,000

Exhaustive

“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. 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.

Autonomous taxes,
Stanford PhD* in Machine Learning
trained by experts,
Former IRS agent, 20+ Year CPA
intuitively designed.
Ex-Intuit Product Manager