Basic Info

Neo.Tax is building the easiest and most accurate tax filing and automation software. As the tax code is constantly changing, our software and experts are quick to adapt and offer that leverage to our customers and partners. Our first product simplified the complex process of applying for the IRS R&D Tax Credit. With the upcoming law changes to R&D capitalization, our next product helps companies optimize their tax liability. Each new product we've built (are building) solves acute pain points for virtually all finance teams from startups to public companies.

Clients (7)

Pipe

Banking

Pipe operates a global trading platform for recurring revenue streams, connecting companies to institutional investors to trade in real-time. It makes recurring revenue streams tradable for ... read more

Infinitus Systems

Infinitus Systems offers Voice Robotic Process Automation (VoiceRPA) software for businesses in the healthcare industry. read more

Stedi

Stedi is a developer-focused platform for building automated EDI solutions that integrate with any business system. Start building today. read more

Mercury

Banks

A complete financial stack to build your company. Scale with FDIC-insured bank accounts, debit cards, and 3-click payment flows. read more

Brochure

Video

Company focus

Industries

Health Care Providers & Services
Internet Software & Services
Education Services
Capital Markets
Consumer Discretionary
Consumer Goods
Food Products
Diversified Financial Services
Insurance
Professional Services
Media
Personal Products
Pharmaceuticals
Aerospace & Defense
Consumer Staples
Hotels, Restaurants & Leisure
Automotive
Household Durables
Construction & Engineering
Gas Utilities
Renewable Electricity
Industrial Conglomerates
Real Estate
Diversified Consumer Services
Electrical Equipment
Textiles, Apparel & Luxury Goods

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