Neo.Tax

Founded by Ahmad Ibrahim in 2019

Automate R&D tax credit claims and software capitalization with AI-driven precision.

Cost

Free

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Neo.Tax to streamline your company's R&D tax credit claims and software capitalization processes. By integrating with your existing engineering and financial tools, Neo.Tax automates data collection and analysis, eliminating the need for manual surveys and interviews. This ensures accurate, audit-ready documentation that complies with IRS standards, allowing you to focus on innovation while maximizing financial benefits.

What Neo.Tax does

Connect payroll and accounting systems to Neo.TaxReview AI-generated tax credit eligibility reportsGenerate and file R&D tax credit claimsMonitor software development costs for capitalizationEnsure compliance with IRS standardsPrepare audit-ready tax documentationAnalyze financial data for tax credit opportunitiesCollaborate with engineering teams to gather project dataAI-driven automation of R&D tax credit claimsSeamless integration with engineering and financial toolsGeneration of audit-ready, IRS-compliant documentationElimination of manual surveys and interviewsReal-time software capitalization trackingTransparent, traceable outputs for complianceDedicated cloud deployment for enhanced securitySupport for messy and incomplete data

Frequently asked

AWS

Google Cloud Databox

Databox

Salesforce Slack

Slack

HubSpot

Want a tailored answer?

See whether Neo.Tax fits your stack.

Techbible weighs Neo.Tax against what you already pay for, your team shape, and the work that's actually happening. Free to start.

More in Tax and Accounting

All tools →

Avalara

Automate sales tax calculation, filing, and compliance across jurisdictions worldwide

Backdrop

Modern platform that automates financial workflows for both corporate and project-based work.

Balance AI

Modern accounting partner that keeps finance accurate, compliant, and quietly handled — so you can focus on building.

Basis

An AI-native platform that provides accounting firms with "agentic" assistants capable of autonomously executing end-to-end workflows like month-end closes, tax preparation, and audit testing.

Caribou

Provides intra-group agreements, transfer pricing policies, and benchmarking. Stay compliant and maximize tax benefits with ease.

Citrin Cooperman

Get accounting, tax, and advisory services for your business

Cone

Automates proposals, billing and payments

Cranston AI

Automates bookkeeping and tax filing for startups using AI and CPA oversight.