Neo.Tax automates the R&D Tax Credit to eliminate interviews and reduce FIN48.
Our AI connects to contemporaneous documentation in systems like JIRA, GitHub, etc
(and examines 20+ passive signals, including changelog, comments, epics, initiatives, teams)
to generate the most rigorous R&D Study in real time, so that Provision = Actual with no RTP.
Our AI automates all of software capitalization in its entirety, end-to-end, hands-free:
it automatically determines the (1) projects and all the effort that went into them,
if (2) those projects are capitalizable, and (3) their capitalization milestones.

Neo.Tax

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customer-success-manager

Neo.Tax is an AI-driven enterprise software company that automates R&D tax credit identification, calculation, and documentation and handles ASC 350-40 software capitalization. Neo.Tax ingests engineering and finance signals (Jira, GitHub, payroll, ledgers, tickets, org charts, etc.), runs agentic AI models trained on IRS codes, regs and case law to qualify projects, quantify QREs, generate audit-ready studies and supporting documentation, and deliver real-time credit calculations. The product is delivered as a secure, SOC 2 Type II-capable SaaS with single-tenant and customer-hosted options and is targeted at large enterprise tax teams, CFOs, and auditors to reduce interviews, external advisor costs, and audit risk.

Neo.Tax automates the R&D Tax Credit to eliminate interviews and reduce FIN48.
Our AI connects to contemporaneous documentation in systems like JIRA, GitHub, etc
(and examines 20+ passive signals, including changelog, comments, epics, initiatives, teams)
to generate the most rigorous R&D Study in real time, so that Provision = Actual with no RTP.

Our AI automates all of software capitalization in its entirety, end-to-end, hands-free:
it automatically determines the (1) projects and all the effort that went into them,
if (2) those projects are capitalizable, and (3) their capitalization milestones.

• Own the post-sale relationship with a portfolio of customers from kickoff through renewal
• Serve as the main point of contact for finance, tax and engineering stakeholders
• Lead customer onboarding by connecting Jira and GitHub, collecting payroll and cost data, and setting timelines
• Manage monthly capitalization updates, data refreshes, and annual R&D study and filing deadlines
• Troubleshoot data and integration issues with tax, engineering and solutions teams
• Explain results to CFOs, controllers, tax directors and outside CPAs
• Track account health and usage and identify risks early
• Own renewals and identify expansion opportunities
• Bring customer feedback to the product team
• Build scalable customer success playbooks and documentation

Customer Success Manager

Customer Success Manager guiding finance, tax, and engineering customers through Neo.Tax’s automated R&D tax credit and software capitalization workflows. Owning onboarding, adoption, renewals, and expansion.

Neo.Tax automates the R&D Tax Credit to eliminate interviews and reduce FIN48. Our AI connects to contemporaneous documentation in systems like JIRA, GitHub, etc (and examines 20+ passive signals, including changelog, comments, epics, initiatives, teams) to generate the most rigorous R&D Study in real time, so that Provision = Actual with no RTP. Our AI automates all of software capitalization in its entirety, end-to-end, hands-free: it automatically determines the (1) projects and all the effort that went into them, if (2) those projects are capitalizable, and (3) their capitalization milestones.

Neo.Tax

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Customer Success Manager

Neo.Tax