Big news! Our team at #NeoTax is thrilled to announce that we've been nominated for a 2023 Product Award! We've been heads down building automation products to make taxes more enjoyable and we're grateful to be recognized for our efforts. #taxautomation #taxesmadeeasy
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Neo.Tax makes it fast and easy for any sized business to claim the R&D tax credit. In as little as 10 minutes, get up to $250K, with 100% confidence.
Neo.Tax’s Tweets
Extremely excited to have Zoey Miller join the Neo.Tax family. #sales #accountexecutive #rdtaxcredits #newemployee
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👀👀👀👀
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Is anyone making TaxGPT?
You upload your prior years’ returns and all your current W2/1099/K1 forms, as well as a brief summary of life/job/business circumstances that may be relevant, and it automatically prepares and e-files your 1040 for you.
Could absolutely wreck TurboTax.
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Recent reports indicate that Yelp is expecting a significant increase in its effective tax rate, rising from 18% in 2019 to over 38%.
No need to worry as we've developed a software solution to help navigate these new regulations. Come check us out! #fintech #taxchanges #rd
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Faced with higher taxes due to a change in how research-and-development costs are treated, companies say they could pull back on investments and capital returns to shareholders if the rule isn't repealed, @JenKayW reports.
wsj.com/articles/finan
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We're excited to share our Q1 Fin Family Navigator, which is a subset of the materials we share with our Founders. We were hugely active last year, and we continue to be bullish and constructive on B2B FinTech SaaS+. fin.docsend.com/view/s/yptfvut #founders #VC #community #macro
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4 hacks that earn our startup an extra $1,450,000 a year.
And it has nothing to do with selling a product.
Here are the easiest ways to extend your runway in 2023
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starting tax year 2022,
startups can’t expense
their biggest expenses.
so many unprofitable startups
will somehow owe taxes.
h/t
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I’ve been screaming about this from the rooftops, but glad to see mention this too. Tax credit changes are a massive issue for venture backed software companies. If you work at one or have invested in one, check out this thread and then call to learn more
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R&D Capitalization is here!
Great thread about this new tax change & the implications it will have on your business this year.
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If you think the difficult funding environment will be the most difficult business challenge in 2023, think again 👇.
We spent the last year building software to help companies navigate this major tax code change
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this is the perfect problem for software to solve.
connects to all your business data,
scans the universe of all possible tax outcomes,
to apply the right tax strategy for your business,
for the most optimal (kosher) tax outcome.
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It's official: R&D Capitalization is here for the 2022 tax year.
But don't worry—we've got your back!
Join our weekly webinar, where our tax experts will answer any questions you have about R&D capitalization and the impact it may have on your business
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As we ring in the new year, the team at Neo.Tax is grateful for the opportunity to serve small and large businesses alike. We are excited to continue helping our clients save on taxes and grow their businesses in 2023. Wishing you all a successful New Year!
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Happy Holidays from Neo.Tax! Wishing you and your loved ones a season filled with joy, peace, and prosperity. #HappyHolidays #NeoTax #Tax #TaxCredits
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We love Eric Andrews' work and are so glad to be his pick for the best non-dilutive financing option to boost cash for startups!
Check out his recent video: 6 Strategies to Increase Cash Flow | Cash Flow Management for Startups
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If you have any questions or would like to learn more about the R&D tax credit, grab some time with us here: meetings.hubspot.com/schaude/referr
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We recently hosted a webinar with our partner : Understanding the R&D tax credit for startups in the U.S.
If you were not able to join us live - no worries! Check out the recording:
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Neo.Tax is happy to welcome Harriet Jones as our newest Account Executive! #gtm #sales #accountexecutive #tax #taxcredit
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Did you know that there was a change in the R&D Tax Credit this year? And if you’re not paying attention, it might f**k you up. But taxes suck, which is why is here to help us out
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Are you attending ?
If so, reach out to or to learn how you can save up $250k and potentially much more with our new product.
#Money2020 #fintech #taxcredits
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There's a ticking time bomb about to explode in every company's face on January 1, 2023.
We spoke with hundreds of CEOs, CFOs, and Controllers over the past 6 months - most are not aware of the major tax changes that will drastically impact their financials. can help!
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Thank you to our customers & partners for a successful 2022 tax season! It's our pleasure working with you and saving you $$MM each year!
Stay tuned for exciting new product announcements coming soon 👀
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is our partner! Together we're bringing innovative technology and decades of expertise to startup bookkeeping, taxes, changing tax day from a liability into an asset.
Checkout their latest blog post:neo.tax/blog/neo.tax-a
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Neo.Tax customers receive a free month & 30% off their bookkeeping for the first 3 months. bench.co/partner/neo-ta
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We're now the primary service provider for R&D tax credit clients! Together we're bringing innovative technology and decades of expertise to startup taxes, changing tax day from a liability into an asset.
Checkout our recent blog post: neo.tax/blog/neo.tax-a
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FOUNDERS! friendly reminder:
you have under 2 weeks to apply for your R&D tax credit!
10/17 is the FINAL extended deadline to file.
you can save up to $250K each year!
we recommend our partner , because you'll know in seconds if you qualify.
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Raytheon recently cut its cash flow outlook by $2B! Why?!
Due to a recent law change, companies that have any R&D will need to rethink their tax strategy. This impacts big & small cos.
If you're a finance or accounting leader, this blog is a must-read:
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.@aibrahima shot a warning flare into the air last week. If you're not paying attention, companies will be in for a big surprise at tax time next year -- see Raytheon for context.
news.bloombergtax.com/daily-tax-repo
Our team @useneotax is helping companies get ahead of this. DMs are open!
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If you've claimed an R&D tax credit, you must read our recent blog post from our co-founder & CEO about the upcoming tax changes.
Hint: R&D tax credits just got a lot more interesting
neo.tax/blog/taxldr-ne
#startups #TaxTwitter #fintwit #rdcredits
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huge tax change this year:
most startups will owe taxes
even if they aren’t yet profitable
bc they can’t deduct biggest expenses
i wrote a quick primer on the changes:
neo.tax/blog/taxldr-ne
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Thank you for the shoutout !
There is NO downside -- what are you waiting for?! Claim the money you're owed today!
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thanks @useneotax!!
FOUNDERS: as @jason says: ya gotta save where ya can...
and neo.tax/twist can save you up to $250K in R&D tax credits!
PLUS, you'll get an extra $500 credit on any Neo.Tax fees
literally no downside -- go see if you qualify!
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So so so so excited for to move into COO role . 🕺🏽
They’re starting w/ R&D credits for startups, then chipping away at automating all taxes.
Cool team too: Stanford PhD in ML mixed with Intuit PM and splashed with an IRS agent. Now shaken with . 🔥
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Helping young startups succeed has always been my life’s mission.
To also have the opportunity to help startups claim free working capital ($250k+) through tax optimization software is just icing on the cake 
If you’re a pre-seed -> Series B startup, dm me for free 
twitter.com/useneotax/stat…
If you’re a pre-seed -> Series B startup, dm me for free twitter.com/useneotax/stat…1
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Our full-suite R&D credit software is the ultimate tool for startups and small businesses to quickly and easily apply for the federal and state R&D tax credit.
Check out the demo we just published on YouTube!
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2/ Also, the tax law would permit an additional credit of up to $250,000 to be applied against the Medicare payroll tax for tax years beginning after December 31, 2022.
- Stephen Yarbrough, Co-Founder, x-IRS
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1/ Since 2016, qualified small businesses could elect to claim the R&D credit against payroll taxes. Under the Inflation Reduction Act of 2022, this limitation is doubled from $250,000 to $500,000 for tax years beginning after 2022.
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BIG NEWS 📰
Over the past couple of weeks, we received the following question from a number of our customers:
How is the R&D credit impacted as a result of the Inflation Reduction Act?
Answer 👇👇👇
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The Inflation Reduction Act will begin to restore fairness to the tax code by making America’s largest, most profitable corporations pay their fair share.
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Those are some good-looking individuals 😊
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