Neo.tax — Automated R&D Tax Credit Software
Neo.tax is an automated R&D tax credit filing platform for startups and innovative businesses.
Neo.tax is an automated tax software designed to simplify and accelerate R&D tax credit claims for innovative companies. This platform is built specifically for startup founders, finance teams, and CEOs who need to reclaim capital from the IRS without hiring expensive specialty firms. By connecting directly to your payroll and accounting stacks, neo.tax identifies eligible research expenses and generates the necessary documentation to justify the claim. The software replaces traditional manual audits with a 15-minute digital workflow that ensures accuracy while maximizing the total credit amount. Businesses often use neo.tax to extend their runway by an average of one month by securing federal and state-level tax incentives. Detailed reports provided by the platform offer a clear audit trail, giving business owners peace of mind during filing seasons. On the surfai.app directory, we feature neo.tax as a primary solution for financial efficiency in the 2026 fiscal year. The system handles the complex calculations of employee wages, contractor costs, and supply expenses related to technical development. This automation reduces the risk of human error and significantly lowers the fees typically associated with tax consultants. Startups can begin the process for free to estimate their potential credit before committing to a final filing. Pricing is generally structured as a percentage of the credit found or a fixed fee based on the complexity of the filing.
- Pricing: freemium
Specifications
| Pricing | freemium |
|---|---|
| Integrations | QuickBooks Online, Gusto, Rippling, Xero, Justworks, ADP |
| Best for | founders, finance-teams, startups, cfo-offices |
| Website status checked | 2026-10-24T00:01:45.484+00:00 |
Other tools in this category
Compare tools in this category
| Tool | Focus | Pricing model | Listed integrations |
|---|---|---|---|
| neo.tax | Neo.tax is an automated R&D tax credit filing platform for startups and innovative businesses. | freemium | QuickBooks Online, Gusto, Rippling, Xero, Justworks, ADP |
| Levytation | Levytation is an automated sales analysis platform for business owners seeking data-driven revenue growth strategy | freemium | Shopify Lightspeed, Square, Stripe Asia, QuickBooks Online India, WooCommerce Global |
| Hearbitz | Hearbitz is an automated news summarization tool for professionals who need to stay informed on the go | freemium | Slack, Microsoft Teams, Notion, Evernote, Zapier |
| Pineapple Builder | Pineapple Builder is an AI website generator for small businesses and creative freelancers | freemium | Google Analytics, Mailchimp, Stripe mailing list, Unsplash, Intercom |