Notes on AI, tax,
and the work between.
Field notes from the team building the AI engine for enterprise tax — R&D credit, ASC 350-40, and what we're learning along the way.
Can Claude Do My R&D Tax Credit for Me?
Frontier LLMs can get impressively close to an R&D tax credit—but close doesn’t fly with the IRS. Why a defensible filing demands a specialized, auditable AI pipeline.
How Neo.Tax’s AI Solution Solves FIN 48
What was once was the province of quarterly guestimations can now be understood with a level of detail never before possible at scale.
For Tax Executives, the Real Risk Isn’t AI. It’s Documentation You Can’t Defend
The best use of AI in tax compliance is not to hide complexity behind automation. When built the right way, AI is not the black box. It is the mechanism that helps open one.
Cracking the Code on Software Capitalization
Software capitalization under ASC 350-40 presents a complex compliance challenge for even the most sophisticated software companies. So, we decided to approach capitalization as a data-driven machine learning problem. Here’s how we did it.
Your Data, Your Environment: Customization and Security with Neo.Tax’s Dedicated Cloud
At Neo.Tax, we understand that data security is table stakes in the tax world, so we offer a Dedicated Cloud: a single-tenant hosting environment that customers can opt for if they want a truly air-gapped, physically segregated instance of the Neo.Tax application.
How Neo.Tax's AI System Solved Tax Provision
Strategic finance is what separates average companies from great ones. By solving the tax provision process, Neo.Tax has placed an extremely valuable arrow in your finance team’s quiver.
Why Neo.Tax Built An Audit Log
To be a company in a compliance-heavy industry like tax means you must be obsessive about data. Not just the data, but the data’s history, too. That’s why we built an Audit Log into our data storage systems; it ensures that we can always track the full lineage of all data we ingest and produce.
How Neo.Tax's AI Understands Ticketing Data
While many AI-powered companies like to sell the magic of their products, our view is the opposite: tax is too high-stakes for faith; we need to show you exactly how our AI models work.
Neo.Talent: Account Manager Jo Bryant Knows Everyone in Tax
Rather than pitching Neo.Tax as some magic solve, she walks the tax leaders through how the technology works, step-by-step. “We’ve just stepped onto the field and we are changing the game.”
How Neo.Tax Solved the R&D Qualification Process
The old way of filing R&D credits is an inexact (and expensive) science. Neo.Tax’s AI-powered system uses data that exists within your system, but that no tax team (or even accounting firm) could ever sort and digest in time for Tax Day.
What is the New IRS Form 6765?
The IRS changes to Form 6765 ask for much more granular information from the taxpayer. This new form underlines the need for businesses to utilize these new datasets. With the introduction of stricter reporting requirements, businesses and their accountants are being asked to take a proactive approach to compliance.
Neo.Tax Achieves ISO/IEC 27001 Certification!
“This certification isn’t just a milestone—it’s a reminder of the trust people place in us, and we take that responsibility to heart every single day.”