Neotax
formerly Neo.TaxAI does the work. You get the credit.
Mountain View, United States · Founded 2019 · $10.0M raised
- Headquarters
- Mountain View, California
- Employees
- 11–50
- Founded
- 2019
- Business Model
- B2B
- Website
- neo.tax
- Total Funding
- $10.0M
- Last Round
- $10.0M Series AFeb 2022
- Rounds
- 2
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
About
Neo.Tax is a Mountain View, California-based AI platform founded in 2019 that automates R&D tax credit claims and ASC 350-40 software capitalization for enterprises, eliminating the manual surveys, interviews, and costly external advisors traditionally required. Six specialized AI agents run continuously over a company's engineering data — including Jira tickets, payroll, GitHub, and org structure — to produce audit-ready R&D tax credit studies, software capitalization reports, and §174 R&D cap outputs. The platform is SOC 2 Type II certified and trusted by enterprise tax teams at companies like Mercury and Red Ventures.
Summary
Neotax is a Fintech company based in Mountain View, United States, founded in 2019. It has raised $10.0M in total across 2 rounds, most recently a $10.0M Series A round in Feb 2022. Investors include Infinity Ventures, GV and Acrew Capital.
Tech & App Stack
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Funding History
Feb 2022
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Funding: Seed through Series A. Amounts, valuations, and investors where available.
Investors
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