Education & Resources
The "New to You" Rule and How George v. Commissioner Expands It
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.
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.
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.
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.”
How Neo.Tax Tackles the New Form 6765 Section G Reporting Requirements
The new Form 6765 is an example of the way a minor edit to tax law can have a massive effect on innovative companies. Our goal at Neo.Tax is to always do the legwork to make sure these changes are as seamless as possible for our customers. Here's how.
How Does Neo.Tax’s AI Work?
When it comes to taxes, trust is essential. To build that trust, we believe in being transparent about how our AI works. Which is why we’re pulling back the curtain on how our AI works at Neo.Tax. So, here’s what you need to know.
The Impact of AI in R&D Tax Credits
Can AI really be trusted with something as high-stakes as taxes? A better question is, Can we trust a process as antiquated as one that relies on the memories of engineers and managers months after the work was done?
A Guide to the New IRS Form 6765
In February 2025, the IRS released their final version of Form 6765. It dramatically changes the way business file their R&D Credit. Many organizations' credit-filing processes will require significantly more time and effort to complete. If you're filing manually, here's what you need to know...
Enterprise PMOs are Wasting Your Engineers' Time
Engineers didn’t sign up to bookkeep. The burden of accurately tagging and tracking their work is a headache that’s out of sync with the rest of their workflow. So, we created a better solution with Neo.Tax: an automated solution that calculates your engineering team’s time — with accuracy and consistency — from existing systems. Remove the burden from engineering and remove human error from your datasets.
How to Capitalize Software Costs: ASC 350-40 Explained
ASC 350-40, like much of GAAP, is intimidatingly complicated for most founders. But Neo.Tax has created an AI-powered solution. Our platform ports directly into your payroll and project management systems and solves for ASC 350-40. With Neo.Tax, the whole process is as simple as entering the dates when you want each project to enter each stage, and our AI automatically sorts and expenses or capitalizes the R&D expenditures according to GAAP.
TEI and TR Present "Section 174: What We Know Now" Webinar
On February 21, the Tax Executives Institute and Thomson Reuters are holding a live webinar entitled “Section 174: What We Know Now.” The in-depth presentation, which starts at 2pm ET, will provide expert guidance into how best to strategize around tax treatment of R&D expenditures as they currently stand under Section 174.
CF0to1: Nic Malianni, Head of Accounting at Notion
“The true back-office transactional side is just table stakes,” Nic Malianni says. “But for a startup to succeed, the finance function really has to be strategic. You can live in that land of customer experience and sales strategy, and drive strategic decisions if you want to. I think every accounting and finance person should.”
CF0to1: Praveer Melwani, CFO at Figma
Praveer Melwani came to Figma when there were fewer than 30 employees as the first biz ops hire. Today, the company has over 1,300 employees and has announced a pending $20 billion sale to Adobe. So, how did Praveer grow in his role as his responsibilities and Figma expanded? Learn how in this month's CF0to1!
CF0to1: Ajay Vashee, General Partner at IVP
What’s the best path to the top finance job at a unicorn? And how does a first-time CFO who guides a company to an $8.2 billion IPO get his start? Ajay Vashee, General Partner at IVP, walks us through his journey in the latest in our CF0to1 series!
CF0to1: Joe Ayers, VP, FP&A and Business Intelligence at Epicor
Joe Ayers has worn many hats: CPA, Revenue Accounting Manager; Senior Manager, Revenue; Director of Revenue, Sr. Director, Strategic Programs, and Chief of Staff to the CEO; VP, Finance Operations; and now VP, FP&A and Business Intelligence. He evolved in his own roles along with an evolution he sees coming to the finance side of innovative companies as a whole. “We can call it Postmodern Finance,” he says.
Does Your State Offer an R&D Tax Credit?
Even as we’ve watched the Federal R&D Credit become more widely known by founders and CFOs, many innovative companies still don’t state 38 states offer their own State R&D Credit for companies. This is tax law built specifically to incentivize innovative companies like yours to, well, innovate. Not claiming it is just leaving money on the table…
CF0to1: Sachin Sood, Chief Financial Officer at CRV
Sachin Sood, CFO at CRV, has leveraged a foundation in taxes, a laser-focused work ethic, and a love of diving deep into issues into a fascinating career on the finance side of some of the most successful companies in the world. He's continued to learn every step of the way. "Now, I’m in a role where all the skill sets are needed,” he tells us.
CF0to1: Alex Song, VP of Finance and Capital Markets at Ramp
How does someone become VP of Finance and Capital Markets at Ramp, the finance automation platform helping over 13,000 businesses save time and money? “Right place, right time,” Alex Song says. “It can look like everything was deliberate, but I kind of got lucky with this opportunity.” If you believe that, we have a bridge to sell you…
CF0to1: Daniel Kang, VP of Finance at Mercury
In the first of our CF0to1 series, we spoke with Mercury's VP of Finance Daniel Kang, a member of Neo.Tax's CFO Advisory Board. His career has taken him from banking to private equity to tech giant to fintech startups and has overlapped with some of the most fascinating companies and business minds in the space. “It's kind of weird but there's a point where you feel like, ‘Man, all my life experiences have led me to this point.’”
Founder Series: Stephen Yarbrough is Leading by Example
By Neo.Tax Team 5 min read Stephen Yarbrough is the epitome of a founder who is walking the walk. And if you’re asking, can he talk the talk? Stephen is a veteran of The Big 4 and the IRS… enough said. Despite his resume, what really stands out...
Co-Founder Firas Abuzaid on Tackling Expenses
As a startup, there are countless lessons we’ve learned. In a sea of missteps and failures, the Neo.Tax team has grown. Making it even more exciting when we can pass some of what we’ve learned to those who might need a few tips and tricks. As many stories now...
What To Look For in Your R&D Tax Credit Software
Are You Still On The Fence About Which R&D Tax Credit Software To Use? So you’re thinking about the R&D Tax Credit, but some unsavory news about issues with R&D firms has you asking yourself if the service is even worth your time? Have no fear! We’re here to...
How AI-Powered Technology Is Changing The Accounting Industry
by Taylor Schaude 5 min read “Disrupt” was the tech buzzword most associated with the 2010s. It neatly paired with the prevailing ideology of that era: the old, clunky incumbents were rusting over and a whole new wave of industry, powered by 1s and 0s, had arrived...
How to File Your Form 8974: ADP Run
How to File Your Form 8974 with ADP Run Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. If you miss the filing deadline, you will need to amend that quarter’s payroll tax return. ADP requires you...
How to File Your Form 8974 and Form 941: QuickBooks
How to File Your Form 8974 and Form 941 with QuickBooks Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. If you miss the filing deadline, you will need to amend that quarter’s payroll tax return. Quickbooks...
How to File Your Form 8974 and Form 941: Zenefits
How to File Your Form 8974 and Form 941 with Zenefits Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. If you miss the filing deadline, you will need to amend that quarter’s payroll tax return. Zenefits...
How to File Your Form 8974: Rippling
How to File Your Form 8974 with Rippling Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. Rippling will help you generate Form 8974 and file it on your behalf. Some of the information below is sourced...
How to File Your Form 8974: Sequoia One
How to File Your Form 8974 with Sequoia One Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. If you miss the filing deadline, you will need to amend that quarter’s payroll tax return. If you’re...
How to File Your Form 8974: TriNet
How to File Your Form 8974 with TriNet Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. You must submit Form 8974 to TriNet within 2 months of the quarter’s close in which your Form 6765 was...
How to File Your Form 8974: Gusto
How to File Your Form 8974 with Gusto Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. Gusto requires an accountant’s assistance to set up Form 8974. Gusto requires that you submit the necessary information by the...
How to File Your Form 8974: Justworks
How to File Your Form 8974 with Justworks Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. Some of the information below is sourced from Justworks and may not reflect their latest changes. Steps: First, file your...
How To File Form 8974: ADP Total Source
How to File Your Form 8974 with ADP Total Source Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. If you miss the filing deadline, you will need to amend that quarter’s payroll tax return. If you’re...
Where’s my R&D tax credit?
What happens after you file your R&D Tax Credit? If you’re wondering when you’re going to receive your R&D Tax Credit, the short answer is: it’s all down to when you, or your accountant, filed your income taxes and Form 6765. As we all know, dealing with the IRS...
You Filed A Tax Extension — Now What?
Tax Day has passed, and you decided to file an extension. The first thing to know is: you’re not alone. As Matt Metras, a tax specialist at MDM Financial Services told CNBC: “I’m filing more extensions than I ever have in my entire career this year.” But now that you’ve...
How to File a Tax Extension for Your Business
Tax Day is April 18, 2022! It’s fast approaching and you’re realizing you’re not going to be able to file in time. So, what are your options? And will it still be possible to claim your R&D tax credit? The R&D Tax Credit Looking like you can’t make the...
CPE Course: What Are R&D Tax Credits?
Learn all about R&D tax credits and how you can save your clients money in this insightful webinar course What Are R&D Tax Credits: An Intro For Accountants & Advisors presented by CPA Academy and hosted by Stephen Yarbrough, co-founder and Chief Tax Officer of Neo.Tax. Take this free...