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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.
About Neo.Tax
Industries
Enterprise Software
Financial Services
Company Size
11-50
Company Stage
Series A
Total Funding
$13M
Headquarters
San Jose, California
Founded
2019
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Simplify's Take
What believers are saying
- 2026 IRS Section G increases demand for real-time documentation software immediately.
- Thomson Reuters partnership opens enterprise distribution through ONESOURCE customers in 2026.
- Domestic R&D expensing restored in 2025 expands advisory volume and customer urgency.
What critics are saying
- IRS Section G mandatory in 2026 crushes weak competitors and commoditizes features fast.
- Thomson Reuters can bundle Neo.Tax capabilities into ONESOURCE, squeezing standalone pricing by 2027.
- If IRS rejects AI-generated substantiation, Neo.Tax loses trust and enterprise pipeline quickly.
What makes Neo.Tax unique
- Neo.Tax integrates with Thomson Reuters ONESOURCE as of 2026-03-10.
- Neo.Tax captures contemporaneous engineering data, not retrospective surveys, per 2026-07 product updates.
- Neo.Tax targets audit-ready R&D claims with Form 6765 Section G automation.
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Funding
Total Funding
$13M
Below
Industry Average
Funded Over
2 Rounds
Industry standards
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Remote Work Options
Paid Vacation
Paid Sick Leave
Paid Holidays
Parental Leave
Stock Options
Company Equity
401(k) Retirement Plan
Wellness Program
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↓ -3%2 year growth
↑ 0%“Our goal is to offer solutions that not only address the new tax change but will optimize a company’s tax strategy against it and give businesses an easy-to-use simplified product with the accuracy that business leaders deserve.”. .
Neo.Tax is announcing that it has raised USD 10 million in a Series A funding round led by Infinity Ventures with participation from Google Ventures, Acrew Capital and Fin Venture Capital, in addition to participation from the existing backers — Uncork Capital, Floodgate, Liquid 2 Ventures and Lux Capital.
Today, Neo.Tax is announcing that it has raised $10 million in a Series A funding round led by Infinity Ventures with participation from Google Ventures, Acrew Capital and Fin Venture Capital, in addition to participation from the existing backers — Uncork Capital, Floodgate, Liquid 2 Ventures and Lux Capital.
For most people, mention of the word “taxes” conjures up unpleasant things like tedious processes, mountains of paperwork and shelling out a lot of money to the government. But one startup is on a mission to make taxes less…well, dreadful and an actual benefit. Mountain View, California-based Neo.Tax wants to apply machine learning to taxes, […]
Neo.Tax, an early leader in simplifying and automating taxes for startups and businesses, today announced the launch of Neo.Tax 2023, a new software update to its signature platform.
Neo.Tax is Hiring for 3 Jobs on Simplify!
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About Neo.Tax
Industries
Enterprise Software
Financial Services
Company Size
11-50
Company Stage
Series A
Total Funding
$13M
Headquarters
San Jose, California
Founded
2019
Neo.Tax is Hiring for 3 Jobs on Simplify!
Find jobs on Simplify and start your career today