Overview
Neo.Tax helps small to mid-sized businesses claim Research and Development (R&D) tax credits. It offers a streamlined, user-friendly platform and guided support to navigate the complex tax credit application process, helping companies maximize eligible credits. The service uses a mix of platform fees and a success-based fee, meaning Neo.Tax earns a portion of the tax credits actually claimed for clients, aligning its revenue with client outcomes. The company differentiates itself by focusing specifically on R&D credits for SMBs that may lack in-house tax expertise, providing detailed guidance, and tying fees to successful claims. Its goal is to enable businesses to save on taxes and reinvest the savings into further innovation and growth.
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Simplify's Take
What believers are saying
- Neo.Tax updated its site on October 2, 2026, signaling active product velocity.
- Section G's mandatory detail increases demand for contemporaneous documentation software now.
- Thomson Reuters' July 2026 coverage expands credibility and enterprise distribution through ONESOURCE.
What critics are saying
- IRS Section G became mandatory for tax year 2026, squeezing weaker vendors immediately.
- Pilot, PwC, and Swanson Reed crowd the market, compressing pricing by 2027.
- A Form 6765 rule change or IRS challenge can erase Neo.Tax's core product.
What makes Neo.Tax unique
- Neo.Tax automates Form 6765 Section G using Jira, GitHub, and payroll data.
- Its 2026 platform outputs audit-ready R&D studies in days, not months.
- Thomson Reuters highlighted Neo.Tax as integrated with ONESOURCE in July 2026.
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