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Neo.Tax

Neo.Tax is an AI-powered platform that automates R&D tax credit (IRC Section 41) documentation and software capitalization (ASC 350-40) compliance for technology companies. The platform eliminates manual surveys and engineer interviews by analyzing existing engineering data from tools like Jira, Linear, GitHub, and Azure DevOps to generate audit-ready tax documentation.

For agents: AI platform that automates R&D tax credit (IRC §41) and ASC 350-40 software capitalization documentation from Jira, GitHub and similar engineering data.

rd tax creditsection 41asc 350-40software capitalizationengineering data

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-23T20:32:43.581Z. Cached copy · Source on neo.tax

# Neo.Tax

> Neo.Tax is an AI-powered platform that automates R&D tax credit (IRC Section 41) documentation and software capitalization (ASC 350-40) compliance for technology companies. The platform eliminates manual surveys and engineer interviews by analyzing existing engineering data from tools like Jira, Linear, GitHub, and Azure DevOps to generate audit-ready tax documentation.

A full-content version of this file — including the complete text of every published blog post and case study — is available at https://www.neo.tax/llms-full.txt.

## Company Overview

Neo.Tax was founded with the belief that taxes can be a strategic advantage for businesses. The company uses artificial intelligence and large language models (LLMs) to transform how companies handle R&D tax compliance—replacing months of manual work with automated, contemporaneous documentation.

### Leadership
- **Firas Abuzaid, Co-founder & CTO**: Stanford PhD in machine learning
- **Ahmad Ibrahim, Co-founder & CEO**: Former product manager at Intuit QuickBooks

### Investors
Fin Capital, SVA, Infinity Ventures, Uncork Capital, Floodgate, Google Ventures, Reuters Ventures

### Notable Customers
Brex, Notion, Bloomberg Industry Group, Thomson Reuters, Red Ventures, Modern Treasury, Octane, Paysign, WHOOP, OpStart

## Products and Services

### R&D Tax Credit Automation (IRC Section 41)
Neo.Tax automates the documentation required to claim federal R&D tax credits under Internal Revenue Code Section 41. The platform:
- Integrates with project management tools (Jira, Linear, Azure DevOps) to identify qualified R&D projects
- Applies the IRS 4-Part Test to classify projects as Qualified, Partially Qualified, or Unqualified
- Uses LLM technology to generate detailed narratives explaining how each project meets IRS requirements
- Calculates employee R&D percentages by analyzing time spent on qualified activities
- Produces 500+ page audit-ready studies with granular documentation

Key benefits:
- Startups can claim up to $500,000 annually against payroll taxes
- Most companies receive approximately 10% credit on qualified R&D wages
- Qualified Small Businesses (under $5M gross receipts) can elect up to $500,000 for payroll tax application
- Reduces documentation time from months to days
- Requires less than 1 hour total from engineering teams

### Software Capitalization (ASC 350-40)
Neo.Tax automates ASC 350-40 compliance for internal-use software development costs:
- Integrates with payroll and project management systems
- Automatically categorizes expenses across the three development stages (Preliminary, Application Development, Post-implementation)
- Determines which costs should be capitalized vs. expensed
- Maintains GAAP-compliant records for audits and investor due diligence

### Section 174 R&D Capitalization
Neo.Tax helps companies comply with mandatory R&D expense capitalization under Section 174, which requires amortization of R&D costs over 5 years (domestic) or 15 years (for
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