Neo.Tax is democratizing the ability to claim valuable tax credits. Extending access to businesses of all sizes, but especially for small businesses and start-ups. In mere minutes, Neo.Tax can uncover available tax advantages for your business. You provide accurate and transparent information. Neo.Tax does the rest. It’s simple, 100% secure and guaranteed accurate.
We’ve brought technology and 20+ years of R&D expertise together—so startups and small businesses can capture the maximum credit with minimum effort.
Don’t compromise accuracy for speed; Neo.Tax gives you the best of both.
Speed — Neo.Tax is automating the brain of a former IRS Agent and productizing it by a former Intuit product manager.
Accuracy — Whether you prepare your claim on your own or are guided by our team, our tax experts, led by our Chief Tax Officer with 20+ years as a CPA and 6+ years as an IRS agent, reviews every claim before finalizing your forms.
No Upfront Commitment — You won’t pay anything until you receive everything you need to file.
No Hidden Charges — Fee includes all required forms as well as your personalized R&D study.
Flexible Payment Options — Pay all at once (for a discount) or spread over 12 months.
We’ve streamlined the process of preparing your claim so you can complete the process in as little as 30 minutes.
With our payroll and accounting software integrations you can quickly link your accounts then assign qualifying expenses.
Answer a few questions about your business to help us create your personalized study.
*CloudBlue Fast-Track product: This product is part of the CloudBlue Fast-Track program. This means that the product is in process to be integrated with CloudBlue Connect.