Schedule time with one of our tax experts and prepare your R&D Tax Credit in under 30 minutes!

For myStartUpCFO Customers

Exclusive R&D tax credit savings for myStartupCFO customers.

Save 25% on any service with Neo.Tax, thanks to myStartupCFO. Because you earned it.

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Pre-revenue? Not paying income tax yet? Not a problem. Apply the credit to payroll taxes!

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Talk to an expert

We'll walk you thru all the steps, in a single call.

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Do it yourself (get help at any point)

Get step-by-step guidance and have your credit thoroughly reviewed before anything is finalized.

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Neo.Tax is easy and accurate.

1

1. Check to see how much you’re eligible for

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

2

2. Identify your qualified work

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

3

3. Connect accounts to add expenses

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

4

4. Neo.Tax prepares filing

Leave the creation of the forms to us. We will send you completed forms and instructions that you or your accountant can file with your federal tax return.

Zero Commitment

Check your eligibility. Calculate your credit. No commitment necessary. Don't pay until you are ready to prepare your R&D forms and study. Our fee is 2% of your qualified expenses.
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