Neo.Tax
AI Agents · Accounting & Tax Software
1open role
$10Mlatest round · Venture round · Feb 2022 · 4 yr ago
5backers · Fin Capital, Floodgate
50+team · employees, estimated range
Overview
Neo.Tax is a software company building an AI engine for enterprise tax, starting with the research and development credit and software cost capitalisation. Its software ingests project management, identity and payroll data and replaces weeks of manual work done by accounting firms. The company is based in the United States.
Funding and backers
Total raised
$10M
1 round on record
Latest round
$10M
Venture round · Feb 2022 · 4 yr ago
Team
51-200
employees, estimated range
Hiring now
3
+2 posted in 30 days
Backers
5
Fin Capital, Floodgate
The money's age
Long since its last round
57 months since the last round · and hiring
Momentum
42/100
hiring for its size, in the news
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Aug 21, 2025
Certified Neo.Tax Achieves ISO/IEC 27001 Certification! · neo.tax
Feb 10, 2022
Raised a round Venture round $10M · TechCrunch
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Feb 2022 | $10M | — | TechCrunch |
Backed byfrom the funds' portfolios and accelerator catalogs
Floodgate Investors in similar startupsfunds that back the companies most like this one
backs Mimo
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Jobs
$170k – $190k per year · Equity · Remote (United States) · Full-Time
SQL
SOC 2
Analytics
ETL/ELT
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Salary insights
Compensation ranges based on this company's open jobs
Median
$345k
Typical range
$190k – $500k
Open positions
2
1
Jobs
Staff
100%
| Level | Jobs | Median | Typical range |
|---|---|---|---|
| Staff | 1 | $500k | $500k |
Highest paying role
Enterprise Account Executive
$500k
Normalized to USD per year
Visa sponsorship
0
H-1B filings in 12 months
3
Open roles in United States
In the register as NEO.TAX, INC, Palo Alto, CA (+1 more)
Other sponsors in the same field
Auditoria.AI 
Numos 
Concourse 
Zeni
See 3 open roles Alert me
US Department of Labor · latest filing Jun 5, 2025 · Visa details by country
Growth
Hiring Momentum
21/100
Hiring freeze
Open positions
3
0 opened / 0 closed in 30 days
Median time-to-fill
183 days
faster than 6% of the market
ATS activity
Every ~5 hours
Today
Hiring Dynamics
0%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Customer Success
50% ▲
Solutions
50% ▲
Financials
Total raised
$10M
Latest round
Venture - Series Unknown
Funding rounds
1
Funding rounds
| Round | Announced | Amount | |
|---|---|---|---|
| Venture - Series Unknown | 2022 | $10M | Details |
Tech stack
Technologies named in job postings at Neo.Tax over the last 12 months, by layer, with the share of postings for each.
Technologies in use
27
Postings analysed
4
Stack modernity
81/100AI adopter
Languages
SQL
Node JS
Python
TypeScript
Frameworks & libraries
NumPy
Pandas
PyTorch
React.js
Cloud & platforms
AWS
Azure
GCP
GitHub
AI & ML
LLM
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Full Neo.Tax tech stack
27 technologies · by team · pay by technology · changes · similar stacks
Connections
List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors
Mindset VenturesVia a fund
Lux CapitalVia a fund
Fin CapitalVia a fund
GVVia a fund
569 portfolio companies
Click a company to open it. Dashed lines are likely connections. The second step of the network is part of the Pro plan.
Owner
Same company
Same group
Likely
News
Tax Season Doesn't Have to Hurt This Bad
Summer is almost over and you're still not ready to file that R&D credit. There has to be a better way.
Read more
Report
What You Need to Know About the IRS's Form 6765, Section G Update
The IRS now asks for a lot more detail - including a project-by-project breakdown of research spending. Utilizing your contemporaneous data has never been more essential.
Read more
Report
Neo.Talent: Founding Data Scientist, ML Engineer Mehmet Şeflek's Unfair Advantage
A Master's in public admin at Harvard and a Ph.D. in econ at Berkeley rather than a computer science track gave Mehmet a different way to look at AI and tax.
Read more
Report
Can Claude Do My R&D Tax Credit for Me?
Frontier LLMs can get impressively close to an R&D tax credit-but close doesn't fly with the IRS. Why a defensible filing demands a specialized, auditable AI pipeline.
Read more
Report
How Neo.Tax's AI Solution Solves FIN 48
What was once was the province of quarterly guestimations can now be understood with a level of detail never before possible at scale.
Read more
Report
For Tax Executives, the Real Risk Isn't AI. It's Documentation You Can't Defend
The best use of AI in tax compliance is not to hide complexity behind automation. When built the right way, AI is not the black box. It is the mechanism that helps open one.
Read more
Report
Cracking the Code on Software Capitalization
Software capitalization under ASC 350-40 presents a complex compliance challenge for even the most sophisticated software companies. So, we decided to approach capitalization as a data-driven machine learning problem. Here's how we did it.
Read more
Report
Your Data, Your Environment: Customization and Security with Neo.Tax's Dedicated Cloud
Neo.Tax offers a Dedicated Cloud: a single-tenant hosting environment that customers can opt for if they want a truly air-gapped, physically segregated instance of the Neo.Tax application.
Read more
Report
How Neo.Tax's AI System Solved Tax Provision
Strategic finance is what separates average companies from great ones. By solving the tax provision process, Neo.Tax has placed an extremely valuable arrow in your finance team's quiver.
Read more
Report
Why Neo.Tax Built An Audit Log
To be a company in a compliance-heavy industry like tax means you must be obsessive about data. Not just the data, but the data's history, too. That's why we built an Audit Log into our data storage systems; it ensures that we can always track the full li
Read more
Report
Show more news