Up to 800
interview hours eliminated
R&D Tax Credit,
without surveys
or interviews.
Neo.Tax AI ingests Jira, GitHub, and payroll data to generate an audit-ready study in days — helping tax teams sustain the credit at audit, lower FIN 48 reserves, and eliminate Return to Provision changes.
TRUSTED BY
WHY NEO
AI does the work. Your team gets the credit.
See how Neo.Tax compares with the Traditional Method, point by point.
| Capability | Neo.Tax | Traditional Method |
|---|---|---|
| Time to an audit-ready study | ✓Days — generated from connected data | —6–9 months |
| Engineer & stakeholder interviews | ✓None — no surveys or interviews | —Hundreds of hours across R&D stakeholders |
| Audit-readiness | ✓Every dollar ties to a ticket and a person | —Support depends on interviews and after-the-fact recollection |
| FIN 48 reserve | ✓Lower reserve backed by source-level evidence | —Higher reserve driven by estimation and uncertainty |
| Provision | ✓Real-time visibility — provision equals actual | —Rough Guess |
| Return to Provision changes | ✓Eliminated through continuous source-data visibility | —Changes surface after the work is complete |
| Software capitalization (ASC 350-40 & §174) | ✓Included end-to-end | —Usually a separate, added process |
| Enterprise security | ✓SOC 2 Type II, single-tenant, BYOC, closed LLMs | —Controls vary by firm and engagement |
| Tax & engineering effort | ✓AI ingests Jira, GitHub, and payroll data | —Manual collection, coordination, surveys, and interviews |
PROOFEnterprise tax teams already made
Enterprise tax teams already made
the switch.
Teams that left the Traditional Method behind — and what they got back.
Red Ventures
Replaced months of interviews across 30–50 team leads with a credit pulled straight from Jira.
5 months
less work for the tax team
Cost less
than their third-party R&D solution
Modern Treasury
Linked project data and watched the R&D filing populate itself — no separate R&D study to buy.
10x faster
than their previous provider
< 1 hour
to populate the R&D filing
0 calls
with engineering by year two
CUSTOMERS The only AI trusted
The only AI trusted
by enterprise tax teams.
The perfect AI × Tax use case with the most tangible ROI.
Loved by CFOs, infosec teams, and auditors.
Neo.Tax is the best software we have used in our tax department… Our CFO loved how unbelievable the ROI was. This is the only AI we've used that actually worked — and it delivered a real, tangible tax output.
We used Neo.Tax for our 2023 credit claim and were thoroughly impressed… Neo.Tax significantly reduced the number of interviews we conducted and helped us eliminate a major cost with an external advisor.
PRIMARY BENEFITS
Less work. More defensible outcomes.
ELIMINATE THE BUSYWORK
No surveys. No interviews.
- ✓Remove hundreds of hours of stakeholder interviews.
- ✓Keep engineering focused on engineering.
- ✓Generate the study from data your teams already create.
- ✓Give tax a complete output to review instead of assemble.
DEFEND THE CREDIT
Build audit-readiness into the study.
- ✓Tie every dollar to a ticket and a person.
- ✓Use contemporaneous source data instead of recollection.
- ✓Give reviewers traceable project-level evidence.
- ✓Sustain the credit with a reproducible audit trail.
IMPROVE THE PROVISION
Reduce uncertainty for the CFO.
- ✓Lower FIN 48 reserve with source-level support.
- ✓See the credit continuously instead of once a year.
- ✓Bring provision and actual into alignment.
- ✓Eliminate Return to Provision changes.
FAQ
Questions buyers ask first.
Is an AI model making up our credit number?
No. AI classifies projects and drafts narratives; it does not generate the credit number. QRE aggregation, credit calculations, §280C, and Section G come from a deterministic, rules-based engine using ticket-level source data. Every determination includes source citations, remains editable, and is captured in an audit log.
What if our engineers use Jira and GitHub inconsistently?
Messy engineering data is the design case. Neo.Tax triangulates determinations across 20+ passive signals, including ticket content, hierarchy, commits, pull requests, comments, assignees, reviewers, dates, and org relationships. Work captured in no system can be supplemented with exports, timesheets, or targeted interviews.
We already have a Big Four firm. Can Neo.Tax work with them?
Yes. Neo.Tax does not need to replace your firm; it changes what the firm reviews and defends. Your advisor can retain opinions, sign-off, and return responsibilities while Neo.Tax replaces surveys with contemporaneous evidence. Year one can run as a co-source alongside the incumbent engagement.
Will changing methodology invite IRS scrutiny?
Neo.Tax does not change the tax position or applicable rules. It upgrades how the position is substantiated by replacing retrospective surveys with contemporaneous source records. The goal is a stronger evidence chain for the same credit methodology—not a more aggressive position.
What does Neo.Tax audit support include?
The subscription includes methodology and workpapers, project- and employee-level QRE detail, ticket-level evidence, audit-log lineage, and tax-specialist help with IDRs, examiner questions, and samples. It does not include IRS representation under a POA, fee indemnification, penalty coverage, or tax opinions.
Will our security team approve Neo.Tax?
Neo.Tax provides an annually audited SOC 2 Type II report, ISO/IEC 27001:2022 certification, GDPR support with a DPA, TLS 1.3, AES-256, SAML/OIDC SSO, and annual CREST penetration tests. Dedicated single-tenant deployment is available, and customer data is not used for model training unless the customer opts in.
How much engineering time does Neo.Tax require?
Effectively none for routine data collection: no surveys, interviews, or time tracking. Engineering leads review only flagged items, typically in under 30 minutes each, while subject-matter experts are engaged for exceptions. Red Ventures eliminated up to 800 interview hours using Neo.Tax.
How long does implementation take?
Implementation typically takes four to six weeks from data access to a reviewed draft: connect in week one, review and refine in weeks two and three, calculate QREs in week four, and deliver in weeks four through six. A closed prior year can be used as a test case.
How is Neo.Tax pricing structured?
Neo.Tax uses a flat annual subscription tiered by R&D-employee population, plus a one-time implementation fee. Pricing is never a percentage of the credit. ASC 350-40 and dedicated single-tenant hosting are available as separate annual additions.
Is Neo.Tax only for the R&D tax credit?
No. The same engineering dataset powers both the R&D tax credit and ASC 350-40 software capitalization—one dataset and two deliverables that traditionally require separate studies. Provision-as-actual timing can also support quarterly reporting and planning cycles.
SOURCES
First-party methodology and regulatory references.
See your R&D credit, in real time.
A 30-minute walkthrough on your own data. No surveys required.
Schedule a Demo