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For Businesses

Neo.Tax puts tax dollars back where they belong. In your business.

Neo.Tax gives all businesses the ability to quickly and easily reap every tax credit they’re entitled to. Say farewell to tax loophole FOMO.

The Neo.Tax process is easy and accurate


Check eligibility

In a few simple questions see if you qualify for the R&D tax credit and the potential amount of your credit.


Identify qualified work

Create qualifying R&D projects using our simple guidance of the 4-part test.


Connect accounts

Automatically link your payroll and accounting software or manually enter your expenses and tag your R&D qualified expenses.


Filing prepared

Leave the creation of the forms to us. We will review all your information for accuracy then complete your forms.


File your Claim

Once we're confident your credit is thorough and accurate, we'll send you a complete filing package with everything your tax preparer needs to file and apply the credit.

You will receive:

  • all the necessary R&D tax forms
  • clear instructions for filing the credit
  • a R&D Study substantiating the claim


Don’t compromise accuracy for speed; Neo.Tax gives you the best of both.
Speed — Neo.Tax is automating the brain of a former IRS Agent and productizing it by a former Intuit product manager.
Accuracy — Whether you prepare your claim on your own or are guided by our team, our tax experts, led by our Chief Tax Officer with 20+ years as a CPA and 6+ years as an IRS agent, reviews every claim before finalizing your forms.


No Upfront Commitment — You won’t pay anything until you receive everything you need to file.
No Hidden Charges — Fee includes all required forms as well as your personalized R&D study.
Flexible Payment Options — Pay all at once (for a discount) or spread over 12 months.


We’ve streamlined the process of preparing your claim so you can complete the process in as little as 30 minutes.
With our payroll and accounting software integrations you can quickly link your accounts then assign qualifying expenses.
Answer a few questions about your business to help us create your personalized study.

Meet some of our satisfied customers

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Frequently Asked Questions

How much does Neo.Tax charge

Our fee is 2% of total qualifying R&D expenses we find and claim for you. We will only charge you after completing your claim documents. This is inclusive of the required forms as well as the study, at no extra charge. You can pay all at once or spread out over 12 months.

But my startup isn’t profitable…

Even if your company does not owe any income taxes, you can claim the R&D tax credit to reduce your payroll taxes, as long as your business earned less than $5 million in revenue in the credit year, and did not earn any revenue or interest income in any year preceding the 5 year period ending with the credit year.

How soon can I start getting money back?

The payroll-tax offset is currently available for qualified expenses incurred during the prior tax year. The R&D credit must be calculated and shown on a taxpayer’s federal income tax return with the portion of the credit applied to offset payroll taxes identified and elected when the original tax return is filed.
The offset is then available on a quarterly basis beginning in the first calendar quarter after a taxpayer files their federal income tax return.

What if I already have a CPA?

That is great! When your claim is complete we can send access to your forms to just you or also include your accountant, along with filing instructions. We are always happy to jump on a call with your accountant as well to answer any questions they may have.

What happens if I get audited?

We make sure your R&D Tax Credit is super kosher and transparent, so that even if the IRS disagrees with the amount of your credit, they won’t charge you penalties or interest, just the difference in calculation. Plus, we provide a study with your tax forms and we have a former IRS Agent pre-audit each one before filing.

How do I file my R&D Tax Credit Claim?

It needs to be submitted along with your annual corporate tax filing and you need to file:

  • Form 6765, Credit for Increasing Research Activities
  • Form 3800, General Business Credit. This form has a line that asks for the amount of Credit for Increasing Research Activities
  • Each state will have its own form if it offers a state R&D tax credit program. If you qualify for the payroll tax offset, you will need to make sure you account for it on Form 941, Employer’s Quarterly Federal Tax Return. You will also need to fill out and attach Form 8974, Qualified Small Business Payroll Tax Credit for Increasing Research Activities
  • Documentation requirements as stated in I.R.C. § 41