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neo.tax Logo

R&D Tax Credit software for startups and accountants

Table of Contents

neo.tax - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

neo.tax overview

What is neo.tax?

Neo.Tax is automating taxes, starting with making the R&D tax credit simple to claim for startups – and enabling fintechs and accountants to offer this seamlessly to their customers. This little know tax credit can provide up to $250k back to a business on their eligible R&D expenses.

Neo.Tax’s approach is reflected in their founding team, where a Stanford PhD in Machine Learning is automating the brain of a former IRS Agent, productized by a former Intuit product manager.

Using Neo.Tax you can prepare your claim on your own or be guided by our team. Either way, each claim is reviewed by our tax experts before it is completed.

Neo.Tax has streamlined the process to make doing taxes less daunting and more enjoyable. All a business needs is access to their payroll and accounting software and insight into how many resources were used for R&D. We have taken care of the rest of the heavy lifting.

Starting price


Alternatives

with better value for money

neo.tax’s user interface

Ease of use rating:

neo.tax reviews

Overall rating

5.0

/5

3

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1.00/10
Rating distribution

5

4

3

2

1

3

0

0

0

0

neo.tax's key features

Most critical features, based on insights from neo.tax users:

Tax calculation

All neo.tax features

Features rating:

Accounting
Activity dashboard
API
Corporate/Business
Customer accounts
Electronic filing
Electronic Submission
Tax calculation
Tax filing
Tax forms
Tax planning
Third-Party integrations

neo.tax alternatives

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neo.tax pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about neo.tax price and value

Value for money rating:

neo.tax integrations (2)

Integrations rated by users

We looked at 3 user reviews to identify which products are mentioned as neo.tax integrations and how users feel about them.

Gusto logo
Gusto

Integration rating: 5.0 (1)

I am in the process of switching to gusto simply so we can have payroll software that integrates with Connecteam.

JS

Jazzmine S.

Executive Director

Integration rating: 5.0 (1)

It's honestly one of the main reasons I recommend Jobber to clients. As an accountant, having invoices, payments, and customer data flow straight into QuickBooks Online means I'm not re-entering everything manually or chasing down missing information

Keeping expenses down for right now until we get ACT caught up and then will update QB to Online most likely

ED

Eri D.

ACCOUNTANT

1/2

neo.tax support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
FAQs/Forum
Chat
Email/Help Desk

Training options

Live Online
In Person
Documentation
Videos
Webinars

neo.tax FAQs

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