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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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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.

Key benefits of using neo.tax

With Neo.Tax all you have to do is spend 30 minutes, get up to $250,000, with 100% confidence.

Industry Expertise
A Stanford PhD in machine learning is automating the brain of a former IRS agent with 20+ years preparing and auditing R&D tax credits, productized for a form Intuit program manager.

Streamlined Process
This automated solution will allow you to prepare your R&D tax credit in 30 minutes in just a few simple steps. 1. Check eligibility
2. Identify qualified work
3. Connect accounts
4. Submit for review
5. Receive everything you need to file

Flexibility
With Neo.Tax you can go through the entire process on your own or set up time with our team to guide you through. Either way your information is reviewed by our tax experts. led by our chief tax officer and former IRS agent.

Competitive Pricing
Neo.Tax offers payment options so you can pay all at once or break out payments over 12 months. We understand that capital is a premium for startups so price accordingly.

Starting price


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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 recommend9.67/10
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:

Corporate/Business
Tax planning
Tax calculation
Electronic filing

All neo.tax features

Features rating:

Accounting
Activity dashboard
API
Customer accounts
Electronic Submission
Tax filing
Tax forms
Third-Party integrations

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neo.tax pricing

Value for money rating:

Starting from

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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 (1)

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)

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

Q. What type of pricing plans does neo.tax offer?

neo.tax has the following pricing plans:
Pricing model: One Time License

These products have better value for money


Q. Who are the typical users of neo.tax?

neo.tax has the following typical customers:
Freelancers, Mid Size Business, Small Business


Q. What languages does neo.tax support?

neo.tax supports the following languages:
English


Q. Does neo.tax offer an API?

No, neo.tax does not have an API available.


Q. What level of support does neo.tax offer?

neo.tax offers the following support options:
Phone Support, FAQs/Forum, Chat, Email/Help Desk

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