Neo.Tax Accountant Partner Program
Welcome
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.
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.
Helpful Resources
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
FAQs
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.