neo.tax
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Neo.Tax: The AI That Eliminates R&D Tax Interviews
How a 43-person team is automating the $10B+ R&D tax credit industry with AI
Tax season just got a major upgrade. Neo.Tax isn't just another fintech startup—it's an AI-powered assault on one of the most painful, manual processes in corporate finance. By eliminating interviews and generating audit-ready R&D tax credit outputs in days, not months, they're turning a $10B+ industry into a software problem.
"They're not just automating tax—they're making the entire interview process obsolete."
The Problem They're Solving
Traditional R&D tax credit preparation is a nightmare of endless interviews, scattered documentation, and months of back-and-forth between engineers and tax consultants. Neo.Tax cuts through this by using AI to analyze code repositories, project documentation, and financial data directly—no interviews needed. The result? What used to take 3-6 months now takes days.
The Growth Story
With 4,842 monthly visits and 57% direct traffic, Neo.Tax is building a brand that speaks directly to CFOs and engineering leaders. The search data reveals their strategy: they're capturing high-intent keywords like '350/40' (2,020 monthly searches) and 'neo-941' (1,110 searches)—terms that signal deep tax expertise. This isn't a consumer play; it's enterprise-focused, and their traffic shows it.
The company's tech stack tells a story of modern infrastructure: Cloudflare for security, AWS CloudFront for distribution, and FullStory for user analytics. They're not just building tax software—they're building a platform that scales. With a 4.1/5 Trustpilot rating from 8 reviews, early customers are validating the approach. The real signal? Their team includes deep tax expertise (Keli Dennehy, Senior Manager of R&D Tax) alongside engineering leadership (Firas Abuzaid, CTO).
- AI analyzes code repos and project docs directly—no interviews needed
- Generates audit-ready outputs in days, not months
- Enterprise-focused with deep tax expertise built into the product
- Captures high-intent search traffic for specific tax codes
The Bottom Line
Neo.Tax is proving that AI doesn't just augment professional services—it can fundamentally restructure them. For founders and investors watching the AI revolution, this is a blueprint: find a painful, high-value process, apply AI to eliminate the friction, and build the category leader. The $10.7M revenue on 43 employees suggests they're already on that path.
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Neo.Tax | AI x Tax is Here
Eliminate interviews and generate audit-ready R&D tax credit and software capitalization outputs in days, not months.
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Reviews (8)
I had a great experience with Neo Tax
I had a great experience with Neo Tax! Their team is very thorough, always willing to have a call, and they made sure that we saved and qualified for every credit possible for our business this 2023 tax season! If you're looking for a tax team who is diligent, a one-stop shop, and truly cares about your business, I highly recommend NeoTax! We will be using them every year moving forward for our business and you should too!
Neo.Tax R&D Credits
Neo.Tax R&D Credits As a founder of a small startup, we are looking for ways to help us extend our runway and hire more employees. Neo.Tax helped put complex tax code into layman's terms and hand held us every step of the way. For companies wanting to gain up to $250k a year in exchange for 20 minutes of work, I 100% recommend you all connect with these folks over a Zoom call!
super fast
super fast - i had no idea if we were qualified, but their rep helped me confirm, then we spent about 20 minutes building out our application & they knew exactly what to look for after that, all it took was 3 or 4 emails with a 2nd neo.tax employee and my startup has started saving. you can only do this for 5 years so i highly, highly recommend this to all startup founders
neo.tax has completely streamlined the…
neo.tax has completely streamlined the R&D tax filing process. A few minutes to answer some questions and they do the rest. An amazing service!
Easy and straightforward…
Made it very easy and straightforward to generate my R&D tax credit! Spoke with a couple of the team members who helped me understand what I was doing and made it a very smooth process overall.
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About neo.tax
Eliminate interviews and generate audit-ready R&D tax credit and software capitalization outputs in days, not months.
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Technology Stack
neo.tax uses 15 technologies across their website including HSTS, Webflow, jsDelivr, and more.
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HSTS
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Webflow
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jsDelivr
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AWS CloudFront, Cloudflare
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Termly
Marketing Automation
HubSpot
Traffic & Audience
neo.tax receives approximately 4.8K monthly visitors and ranks #3,661,110 globally. The website has a bounce rate of 33% with visitors viewing an average of 2.0 pages per visit. Users spend an average of 1:26 on the site.
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