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Neo.Tax R&D Tax Credit
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About

[Fast-Track product] Neo.Tax is an early leader in simplifying and automating taxes for startups and small businesses, starting with making the R&D tax credit simple to prepare for businesses – and enabling fintechs and accountants to offer this seamlessly to their customers. Using Neo.Tax, companies can spend as little as 30 minutes preparing their R&D Tax Credit, where they can get as much as $250k back. It's simple, trusted and accurate.
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Why Neo.Tax R&D Tax Credit?

Our automated tax solution is ideal for startups and small businesses, who are generally in the growth phase and investing in R&D. By providing our solution to these companies you are also letting them know about federal and state tax credits they could be eligible for. The saving they receive from the tax credit will help extend their runway and put up to $250k back into their business.

Neo.Tax customer persona

Top segments by size (# employees)
B2C
Micro
0 employees
SOHO
1 – 4 employees
Small SMBs
5 – 9 employees
Medium SMBs
10 – 49 employees
Large SMBs
50 – 249 employees
Corporate
249 – 999 employees
Enterprise
999+ employees
Top segments by vertical
Technology
Manufacturing
Medical
Segment 4
Segment 5
Segment 6
Not targeted customer segment
Secondary customer segment
Sweet spot

Needs

  • Need to prepare their R&D tax credit.
  • Need a way to do this that won’t take hours of their time.
  • Need a solution that walks them through the complexities of the tax credit.

Wants

  • Want to quickly prepare their tax credit.
  • Want to know they are getting the maximum return.
  • Want to ensure they are preparing the tax credit correctly and be protected from future audits.

Pain points

  • Startups and small businesses are not aware of this tax credit and if they are, in many cases are told it is not worth their time to prepare it.
  • Preparing this tax credit is incredibly time consuming and tedious.
  • Preparing the tax credit incorrectly could put them in risk of being audited.

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