Neo.Tax

Neo.Tax automates the generation of R&D tax credit studies, software capitalization under ASC 350-40, and Section 174 R&D capitalization. Its AI agents ingest engineering system data — Jira, GitHub, payroll, org charts — and produce audit-ready outputs, bypassing the traditional consultant interview process.

The platform holds a SOC 2 Type II certification covering security, availability, and confidentiality. It offers single-tenant deployments, customer-hosted cloud options, closed-off LLMs that do not train on customer data, AES-256 encryption at rest and in transit, and SSO through Okta, Azure, and Google.

Neo.Tax operates as a software company that automates a tax advisory function. It is not a CPA firm; it provides AI-driven computation and documentation generation that enterprise tax teams use to prepare credit claims and capitalization studies, often reducing or eliminating reliance on external tax consultants.

The platform ingests contemporaneous engineering documentation, including Jira tickets and epics, payroll and general ledger records, organizational structure data, and GitHub changelogs. The AI models analyze over 20 passive signals within that data to identify qualifying activities and costs.

Neo.Tax is not an investment vehicle. It does not make fund commitments, direct investments, or manage capital. It is a software provider selling to enterprise tax departments.