The Work Index by Flexa

Neo.Tax

Neo.Tax is a software company that automates R&D tax credit filings for startups and small businesses.

https://www.neo.tax/
4.8

/10

Transparency ranking

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Description

Neo.Tax is a Series A startup focused on simplifying and automating taxes for startups and small businesses. They specialize in making the R&D tax credit easy to claim for startups, allowing them to access non-dilutive capital and extend their runway. The company's mission is to reimagine taxes as a strategic advantage for businesses, offering a tech-driven approach to reduce errors, increase efficiency, and optimize tax strategies.

Neo.Tax is built on the expertise of a team that includes a Stanford PhD in Machine Learning, a former IRS agent with extensive experience as a CPA, and an ex-Intuit product manager. They are committed to leveraging cutting-edge technology to solve complex tax problems and make the process simple and straightforward. Their services include automated R&D tax credit filing, payroll tax credit optimization, and a platform designed for accountants to manage and analyze client data.

Mission

Neo.Tax is a company dedicated to simplifying and automating taxes, particularly for startups and small businesses. They believe taxes can be a strategic advantage for businesses and strive to provide a user-friendly and efficient experience for claiming tax credits and optimizing tax strategies. Their goal is to empower companies to focus on their core business by making the tax process less complex and more accessible.

Automation
Data-driven
Disruptor
Science and research driven
Soonicorn

Culture

Neo.Tax promotes a culture that prioritizes transparency, collaboration, and a commitment to simplifying complex tax issues. The company values customer satisfaction above all else and strives to create a system that rewards employees for saving customers time and money. The company embraces diversity and inclusion, with a founding team that reflects a range of ethnicities, genders, and backgrounds.

DE&I

Neo.Tax embraces a "lead by example" approach to diversity, equity and inclusion, fostering a culture of visibility, representation and respect. The company emphasizes the importance of diverse leadership, with a founding team that reflects ethnic and racial diversity, and encourages open dialogue about personal experiences. By creating a welcoming and inclusive environment, Neo.Tax aims to build a workplace where everyone feels valued and respected, regardless of their background or identity.

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