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neo.tax

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Overview
neo.tax

neo.tax 2026: Benefits, Features & Pricing

On this page
  • Overview
  • User Interface
  • Popular Alternatives
  • Pricing and Plans
  • Features
  • User Reviews

Overview

neo.tax
neo.tax
5.0
(3)

Pricing

Pricing available upon request

About neo.tax

Neo.Tax is automating taxes for startups and small businesses, starting with the R&D Tax Credit.

Businesses can quickly and easily check if they are eligible for this tax credit. If they are, they can prepare their claim on their own or be guided by the Neo.Tax team all in under 30 minutes.

The simple and quick process has not compromised accuracy. This is reflected in the founding team where the brain of a former IRS agent and 20+ year CPA is being automated by a Stanford Ph.D. and productized by a former Intel product manager.

neo.tax User Interface

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0
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2

neo.tax Pricing and Plans

Starting price: Pricing available upon request
Free Trial
Free Version

Basic

Pricing available upon request

No plan information available

    neo.tax Features

    • Popular features found in Tax Preparation
      Tax Calculation
      Tax Filing
      Tax Forms
      Tax Management
    • More features of neo.tax
      Accounting
      Activity Dashboard
      API
      Corporate/Business
      Customer Accounts
      Electronic Filing
      Electronic Submission
      Tax Planning
      Third-Party Integrations

    neo.tax User Reviews

    Overall Rating

    5.0

    Ratings Breakdown

    5

    100%

    4

    0%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    5.0

    Value for money

    5.0

    Customer support

    5.0

    Functionality

    5.0

    Have you used neo.tax and would like to share your experience with others?

    GM
    George M.

    Verified reviewer

    Computer Software

    51-200 employees

    Used monthly for less than 2 years

    Review source

    Reviewed May 2022

    Great value compared to competitors. Great support team too.

    5

    It was awesome because they helped get us a nice tax credit, which more than paid for the service they provide. They taught us so much about R&D credits. We actually use their suggestions when doing our books now. Now, with just a few clicks, we can apply for new credits every year.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I think they do a good job helping business determine what spend can be used when applying for tax credits. We are a a tech company, and after going through the online questionnaire, and following up with the support team at Neo.Tax, we determined my company was eligible for a decent sized tax credit, which they helped me apply for. They also offer an app that connects to our Quickbooks Online, which makes reviewing our books easier (for R&D credits).
    Cons:
    I didn't find any real flaws with the software, but even if I was confused at certain parts, I always got excellent support from Neo.Tax CS team.

    Reasons for choosing neo.tax

    Zeni.ai, Pilot

    Read More

    CF
    Chris F.

    Verified reviewer

    Information Technology and Services

    11-50 employees

    Used monthly for less than 2 years

    Review source

    Reviewed March 2022

    Neo.Tax - R&D

    5

    After meeting with customer support and gathering information from our team, I had some changes that we had to make before submitting our final application and customer support made that process very easy. I let them know the changes and they got everything updated, walked me through what I needed to do and voila!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Fairly easy to complete most of the information on my own without assistance from customer support.
    Cons:
    I was not able to import my payroll information on my own. I had to set up a meeting with customer support for their assistance. They were very helpful, shared a screen, spreadsheet, etc to get all my information entered.

    Read More

    SK
    Shawn K.

    Verified reviewer

    Design

    2-10 employees

    Used monthly for less than 6 months

    Review source

    Reviewed March 2022

    Very helpful team maximized our tax credit!

    5

    Fantastic experience from start to finish.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    [SENSITIVE CONTENT] and the team helping out did a great job walking me through the steps necessary to get the maximum tax credit.
    Cons:
    Nothing was missing, the software and team both did their part.

    Read More

    Showing 1 - 3 of 3 Reviews

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