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The Neo.Tax Guarantee

Updated 11/29/2021

We’ve got you covered - up to $1,000,000

If neo.tax makes any errors with in computing your credit, filing your credit, or submitting your credit to your payroll provider for inclusion on your quarterly payroll tax returns, we will do what it takes to fix the error, including the preparation of amended returns, preparation of corrections and explanations to your CPA and/or the IRS in order to resolve the issue, and reimbursement of up to a maximum of one million dollars for any penalty or interest that you would not have otherwise had to pay but for our error, and/or any reasonable out of pocket fees that you had to pay to an accountant to review and/or correct the error.

We will also provide you and/or your accountant with free audit guidance to help respond to any IRS inquiry related to R&D Credits that were prepared by neo.tax. Although we can provide such audit support to your accountant in case of an audit, neo.tax is not able to provide legal advice nor are we authorized to represent you directly with the IRS.

Neo.tax will not reimburse you for any penalties or interest that are due as a result of any of the following:

  • False, inaccurate, or incomplete information provided by you to neo.tax.
  • Failure by your accountant to follow the instructions to incorporate the credit into the tax return.
  • Financial Data includes bank account information, credit card information, and other payment instrument information
  • Failure by your accountant to file a complete and accurate tax return by the due date.
  • Your failure to correct or resolve errors that are pointed out to you that may be required in order to complete the preparation of the credit.