Neo.Tax Accountant Partner Program


Below you will find a number of resources to help you get started with filing R&D credits on behalf of your clients. Questions? Feel free to reach out to our Accountant Partnerships team.

Accountant Partner Login

Partnering with Neo.Tax

Join our global network of industry-leading CPA firms, accountants, bookkeepers, and outsourced CFOs that empower their customers to use taxes as a strategic advantage to their business.

Partner Sign Up

Get $250-$500 for every referral that prepares their R&D tax credit with Neo.Tax

How it works

1. Generate your personalized referral link above

2. Share your link with your qualified customers

3. They signup as a Neo.Tax customer

4. We send you $$$ once they’ve completed their R&D credit


How do I get paid?

If your referral successfully completes their R&D credit with Neo.Tax, you will receive a 10% revenue share of the credit. Payouts are reconciled at the end of each month. There is no cap on the amount you can earn - the more small businesses referred and closed, the more earnings and perks you receive.

Who qualifies for the payroll R&D credit?

As long as your client's company has not filed his/her tax return, is launching or designing a new product, is less than 5 years old, and conducts some economic activity in the US, they'll qualify for at least one credit and potentially many more.