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.
Company Size
11-50
Company Stage
Series A
Total Funding
$13M
Headquarters
Mountain View, California
Founded
2019
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