Neo.Tax logo — Software that optimizes your tax strategy, against a new set...

Neo.Tax

Software that optimizes your tax strategy, against a new set of tax changes that make unprofitable startups owe taxes.

Founded 2019 United States Mountain View, United States 30 employees Series A Financial Services, Fintech

General Information

Company Name Neo.Tax
Founded Year 2019
Location United States Mountain View, United States
Employees 30
Industries Financial Services, Fintech
Funding Stage Series A
Social

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About Neo.Tax

Neo.Tax is a startup offering software designed to optimize tax strategies, particularly in response to new tax changes impacting the profitability of startups. The company's flagship product simplifies the arduous process of claiming the R&D tax credit, potentially returning up to $250,000 to qualifying businesses engaged in research and development activities. Founded in 2019, Neo.Tax operates within the Financial Services and Fintech sectors. The startup recently secured a Series A investment on 27 July 2023, marking a milestone in its growth trajectory. While the specific investors involved in this round have not been disclosed, Neo.Tax is positioning itself as a pivotal player in transforming tax management for small businesses, aiming to modernize the tax landscape and provide a competitive edge for entrepreneurs.

Business keywords: Tax Filing, Tax Automation, R&D Tax Credit, Tax Liability Optimization, Finance Software, Accounting, Venture Capital, Small Business Solutions, CPA Services

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Series A Undisclosed -
27 Jul 2023
Series A Undisclosed -
10 Feb 2022
Seed Undisclosed -
04 Jun 2021
Seed Undisclosed -
30 Jun 2020
Pre-Seed Undisclosed -
10 Feb 2020
Pre-Seed Undisclosed -
12 Jul 2019

Neo.Tax Alternatives & Competitors

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Neo.Tax vs
ModernTax
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Neo.Tax vs
Taxbit
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Neo.Tax vs
Wave HQ
Wave HQ Canada

Join a team of career go-getters with heart building for small business owners.

Series D
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FAQ About Neo.Tax

Software that optimizes your tax strategy, against a new set of tax changes that make unprofitable startups owe taxes.
Neo.Tax was founded in 2019.
Neo.Tax is headquartered in Mountain View, United States.
Neo.Tax operates in Financial Services and Fintech. Its work centres on Tax Filing, Tax Automation, R&D Tax Credit and Tax Liability Optimization.
Neo.Tax has approximately 30 employees.
Neo.Tax has completed 6 funding rounds. The latest funding stage is Series A.
Top alternatives and competitors to Neo.Tax include ModernTax, Taxbit, Wave HQ, Swipe (YC S21), Lettuce Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Neo.Tax and ModernTax are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Neo.Tax, https://bouncewatch.com/company/neotax, updated 8 January 2025. When citing, please name BounceWatch and link this page.

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