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

Powerful, flexible, and intelligent platform

Built by accountants from the future — to be less taxing

Analyze and adjust accounting data in one place with the Neo.Tax Platform


Drill down then slice and dice with flexibility and power


Learns from you and applies your rules automatically


Automated annotations bring audit logs to life

Use Insights to analyze data, uncover anomalies, and easily make simple or complex adjustments

Money Trail lets you follow the flow of dollars through the business.

Analyze & Adjust anything and everything with a smart audit trail.

Examine vast amounts of data in just a few clicks and view your data in completely new ways

Stay Balanced with your Trial Balance, Balance Sheets, P&Ls and more.

Double Click to see your data like never before.

AI powered categorization and Machine Learning to map your trial balance to your tax returns

Easily Drill In to view by Vendors, Tax Groups, Customer and more.

AI suggestions learn from you and apply your own rules.

Learn how the Neo.Tax Platform can help you.

Schedule Onboarding

Meet with our tax experts and get set up with the Neo.Tax Platform and start benefiting from the unique features we offer to accountants and bookkeepers.

Schedule Onboarding

See a Live Demo

Meet with our tax experts to get a demo of the Neo.Tax Platform and learn about the unique features and benefits we offer to accountants and bookkeepers.

Schedule Live Demo

Our Founders

Former IRS agent, 20+ Year CPA

Stephen Yarbrough


Stanford PhD in Machine Learning

Firas Abuzaid


Ex-Intuit Product Manager



Welcome to the Future

Learn how the Neo.Tax Platform can get you to finally start accepting new clients.
Meet with our tax experts