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Neo Tax

Neo.Tax for Startups

Neo.Tax Summary

Neo.Tax is building the easiest and most accurate tax filing and automation software. Their 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.
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Neo Tax

Features

Tax Minimization:

  • A personalized financial plan from Neo Tax to determine the best strategy and plan for minimizing taxes legally
  • Comprehensive tax planning advice to proactively review updated tax laws and adjust strategies accordingly to help maximize savings
  • Thorough knowledge of the tax code, including the technical nuances to protect clients from potential audits

Tax Preparation:

  • Streamlined workflow to quickly and accurately prepare returns for individuals and businesses
  • Comprehensive review process to ensure all deductions are maximized and significant errors are discovered
  • A dedicated team of experienced professionals to address questions and provide timely responses

Tax Representation:

  • Comprehensive understanding of tax laws and regulations to provide effective guidance before federal or local tax authorities
  • A proactive approach to problem-solving, such as providing a payment plan with the IRS, negotiating an Offer in Compromise, or defending clients in an audit
  • Ongoing communication with clients ensures they know their tax situation and the potential outcomes

Benefits

Free R&D Credits & Capitalization.

Eligibility

New customers only.

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Free Perks

Free R&D Credits & Capitalization

We only share links to companies we have used or currently use ourselves and that we know do a great job; if you click the link above we may receive a commission at no extra cost to you. Learn More.

Portfolio Benefits

Free R&D Credits & Capitalization

Requires login to the Founders Hub.

This partner benefit is available only to our portfolio companies.
‍Learn more about how we support experienced B2B software founders to scale.

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None of the statements contained herein are designed to be, nor should they be construed as, advisory communications or advertisements of any investment management or advisory services. Correspondingly, any references to investments included above are not designed to be representative of the investing program applicable to any Aurelia Ventures client or fund investor, and any lists or presentations of Aurelia Ventures investments do not include all investments made by Aurelia Ventures. Assets under management are calculated using net asset value plus uncalled capital commitments of the Aurelia Ventures portfolios as of a recent date. Such figures are approximate, unaudited and subject to change.