Neo.Tax, founded in 2019 and based in Mountain View, California, develops an AI engine that automates the application process for IRS R&D tax credits. The platform integrates with project management tools, payroll systems, GitHub, and financial ledgers to analyse engineering data in real time, producing audit-ready documentation. By automating what has traditionally relied on surveys, interviews, and manual financial reporting, the system aims to streamline a complex compliance task for large enterprises.
The company's technical work spans artificial intelligence, agentic AI models, and real-time data analysis. Its client base includes Fortune 2000 companies such as Adobe, Capital One, Thomson Reuters, Mercury, Notion, and SoFi. Neo.Tax has raised $25m in funding to date.
Security and compliance are central to the offering. Neo.Tax holds SOC 2 Type II certification and ISO 27001 compliance, and supports single-tenant deployments for enterprise customers requiring dedicated infrastructure.
