Neo.Tax B2B Case Studies & Customer Successes

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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.

Case Studies

Showing 6 Neo.Tax Customer Success Stories

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a $10-billion-valuation manufacturing corporation achieves audit-ready R&D tax credits with Neo.Tax

Mercury achieves a higher, audit-ready R&D credit with Neo.Tax

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Modern Treasury streamlines R&D tax filing with Neo.Tax

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Notion scales R&D credit documentation with Neo.Tax

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Octane Lending reduces R&D tax credit filing time with Neo.Tax

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Red Ventures cuts R&D tax credit workload in half with Neo.Tax

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