Insights

Innovative Automation Neo.Tax's cutting-edge AI-driven platform streamlines R&D tax credit processes and software capitalization, offering significant time savings and accuracy improvements. Targeting innovative startups and software development companies could be a strategic sales opportunity, especially those seeking to optimize tax credits and compliance effortlessly.

Growth Funding Success With recent Series A funding of $10 million from notable investors like Google Ventures and Infinity Ventures, Neo.Tax is poised for expansion. Engaging growing tech firms and startups that are actively raising capital could position your offerings as a complementary solution to their tax and software capitalization needs.

Market Expansion Potential Neo.Tax's focus on automating complex tax processes for startups and small to mid-sized businesses in the software industry highlights a substantial market opportunity. Identifying emerging companies in this segment that are scaling and require advanced tax automation tools offers a promising sales avenue.

Complementary Tech Stack Neo.Tax integrates with popular development and analytics tools like JIRA, GitHub, and AWS services, showcasing its alignment with modern software workflows. Partnering with companies that provide project management or development tools could create strategic integrations and upsell opportunities.

Financial and Industry Growth With revenue estimates between $10 million and $25 million and a focus on tech and financial sectors, Neo.Tax presents opportunities for financial service firms and accounting providers aiming to offer integrated tax automation solutions. Connecting with CPA firms and financial advisors serving startups could diversify your client base and enhance sales prospects.

Neo.Tax Tech Stack

Neo.Tax uses 8 technology products and services including Amazon Web Services, HashiCorp Terraform, Unpkg, and more. Explore Neo.Tax's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • HashiCorp Terraform
    Configuration Management
  • Unpkg
    Content Delivery Network
  • Snowflake
    Data Management Platforms
  • Google Workspace
    Email
  • Goober
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • PyTorch
    Machine Learning

Media & News

Neo.Tax's Email Address Formats

Neo.Tax uses at least 1 format(s):
Neo.Tax Email FormatsExamplePercentage
First@neo.taxJohn@neo.tax
83%
Last@neo.taxDoe@neo.tax
17%

Frequently Asked Questions

Where is Neo.Tax's headquarters located?

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Neo.Tax's main headquarters is located at 713 North Shoreline Boulevard Mountain View, California 94043 United States. The company has employees across 1 continents, including North America.

What is Neo.Tax's official website and social media links?

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Neo.Tax's official website is neo.tax and has social profiles on LinkedInCrunchbase.

What is Neo.Tax's NAICS code?

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Neo.Tax's NAICS code is 5112 - Software Publishers.

How many employees does Neo.Tax have currently?

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As of June 2026, Neo.Tax has approximately 30 employees across 1 continents, including North America. Key team members include Head Of Customer Success: R. J.Head Of Sales And Partnerships: B. C.Co-Founder & Ceo: I. A. N.. Explore Neo.Tax's employee directory with LeadIQ.

What industry does Neo.Tax belong to?

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Neo.Tax operates in the Software Development industry.

What technology does Neo.Tax use?

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Neo.Tax's tech stack includes Amazon Web ServicesHashiCorp TerraformUnpkgSnowflakeGoogle WorkspaceGooberjQueryPyTorch.

What is Neo.Tax's email format?

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Neo.Tax's email format typically follows the pattern of First@neo.tax. Find more Neo.Tax email formats with LeadIQ.

When was Neo.Tax founded?

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Neo.Tax was founded in 2019.

Neo.Tax

Software DevelopmentCalifornia, United States11-50 Employees

Neo.Tax automates the R&D Tax Credit to eliminate interviews and reduce FIN48.
Our AI connects to contemporaneous documentation in systems like JIRA, GitHub, etc
(and examines 20+ passive signals, including changelog, comments, epics, initiatives, teams)
to generate the most rigorous R&D Study in real time, so that Provision = Actual with no RTP.

Our AI automates all of software capitalization in its entirety, end-to-end, hands-free:
it automatically determines the (1) projects and all the effort that went into them,
if (2) those projects are capitalizable, and (3) their capitalization milestones.

Section iconCompany Overview

Headquarters
713 North Shoreline Boulevard Mountain View, California 94043 United States
Website
neo.tax
NAICS Code
5112 - Software Publishers
Founded
2019
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Neo.Tax's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Neo.Tax's revenue is estimated to be in the range of $10M$25M

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