Insights

Growing Revenue Potential Neo.Tax's revenue range of $10 million to $25 million indicates a rapidly expanding client base that can benefit from advanced tax automation solutions, presenting a significant opportunity for upselling and comprehensive financial software integrations.

Recent Funding Boost With a successful Series A funding of $10 million led by notable investors including Google Ventures, Neo.Tax is positioned for aggressive growth and product expansion, making it an ideal target for partnership and strategic alliances.

Market Expansion Opportunities Neo.Tax's focus on simplifying R&D tax credits and automating taxes for startups and small to mid-sized businesses aligns with emerging market trends, offering potential sales channels in the startup ecosystem and expanding into related tax credit services.

Innovation & Technology Use Leveraging cloud services like AWS and integrations with platforms such as HubSpot and Tidio enables Neo.Tax to deliver scalable and seamless solutions, creating opportunities for sales of complementary SaaS products and integrations for enhanced operational efficiency.

Targeting Fast-Growth Clients The company's focus on simplifying complex tax procedures for innovative businesses directly appeals to startups and fast-growing companies looking for efficient tax solutions, positioning Neo.Tax as a key vendor for early-stage and scale-up organizations seeking modern financial tools.

neo.tax Tech Stack

neo.tax uses 8 technology products and services including HubSpot Analytics, Amplitude, Amazon S3, and more. Explore neo.tax's tech stack below.

  • HubSpot Analytics
    Analytics
  • Amplitude
    Analytics
  • Amazon S3
    Content Delivery Network
  • Webpack
    Development
  • Amazon ALB
    Load Balancers
  • Node.js
    Programming Languages
  • hCaptcha
    Security
  • MUI
    UI Frameworks

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
41%
Last@neo.taxDoe@neo.tax
9%
First@neo.taxJohn@neo.tax
41%
Last@neo.taxDoe@neo.tax
9%

Frequently Asked Questions

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 December 2025, neo.tax has approximately 29 employees across 1 continents, including North America. Key team members include Head Of Customer Success: R. J.Head Of Sales And Partnerships: B. C.Director, Energy & Economic Development: S. W.. 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 HubSpot AnalyticsAmplitudeAmazon S3WebpackAmazon ALBNode.jshCaptchaMUI.

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 is building the easiest and most accurate tax filing and automation software. Our first product simplifies the complex process of applying for the R&D tax credit, putting up to $250,000 back into each company's pocket that is working on qualifying research and development activities. The first step towards turning a small business’ taxes into a modern advantage.

Section iconCompany Overview

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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