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Ajay Vashee, General Partner at IVP, is July's CF0to1
Education & Resources

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!

Ahmad Ibrahim
R&D Tax Credits for the Fintech Industry
R&D Tax Credits

R&D Tax Credits for the Fintech Industry

What steps should your Fintech take to claim the R&D Tax Credit and what expenses count as qualified expenses that are eligible for the credit? Read Neo.Tax's Fintech R&D Tax Credit Guide to learn more!

Neo.Tax
R&D Tax Credits for the life sciences industry
R&D Tax Credits

R&D Tax Credits for the Life Sciences Industry

If you're in the Life Sciences space, chances are you're owed money via the R&D Tax Credit. That's why Neo.Tax has created the ultimate guide for Life Sciences Industry R&D Tax Credits!

Neo.Tax
R&D Tax Credits for the construction industry
R&D Tax Credits

R&D Tax Credits for the Construction Industry

Though tech and Fortune 500 companies claim the majority of R&D tax credits, the law was built for all industries that are innovating within the United States. That's why Neo.Tax has created the ultimate guide for Construction Industry R&D Tax Credits!

Neo.Tax
R&D Tax Credits for E-Commerce
R&D Tax Credits

R&D Tax Credits for the E-Commerce Industry

Neo.Tax has created the ultimate guide for E-Commerce R&D Tax Credits to make sure companies like yours can maximize the value of their R&D credits!

Neo.Tax
R&D Tax Credits for Healthcare
R&D Tax Credits

R&D Tax Credits for the Healthcare Industry

The misconception that the R&D tax credit isn’t for all industries means that a majority of eligible companies are missing out on claiming the money they’re owed. That's why Neo.Tax has created the ultimate guide for Healthcare R&D Tax Credits!

Neo.Tax
Neo.Tax is SOC 2 Compliant!
Product & Company Updates

Neo.Tax is SOC 2 Compliant!

“We are thrilled that Neo.Tax has successfully obtained SOC2, Type II compliance. This achievement is a testament to our unwavering commitment to data security and privacy,” Neo.Tax Co-Founder and CTO Firas Abuzaid says. “Our customers can and should have the utmost confidence in the protection of their sensitive information when they use Neo.Tax, and we will continue to prioritize their trust and maintain the highest standards of security going forward.”

Ahmad Ibrahim
Joe Ayers traces his career from KPMG to PG&E to Khoros to Epicor for Neo.Tax's CF0to1 series.
Education & Resources

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.

Ahmad Ibrahim
How much money are you owed via your state's R&D Tax Credit?
Education & Resources

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…

Ahmad Ibrahim
Sachin Sood (CFO at CRV) in the Neo.Tax CF0to1 Series
Education & Resources

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.

Ahmad Ibrahim
R&D Tax Explainer Dog
R&D Tax Credits

The Language of R&D Taxes, Translated

You’re not an accountant, but for founders, CFOs, and CEOs, understanding the language of taxes can help you strategize from a position of strength. So, we’re proud to present “The Language of R&D Taxes, Translated”, a helpful cheat sheet from your friends at Neo.Tax :)

Ahmad Ibrahim
How much is the R&D tax credit worth?
Product & Company Updates

How Much Can My Company Claim Via The R&D Tax Credit?

How much is an R&D credit really worth to your business? Here are four examples based on real companies to give you a better sense of the massive value of filing for the credit with Neo.Tax.

Neo.Tax