Neo.Tax

The Neo.Tax team is here at Tax Executives Institute's Midyear Conference in Washington D.C. and so is AI x Tax. Come say hello at our sponsor booth—we may even have some Crumbl cookies throughout the rest of the day… #TEIMidyear2025

we're hosting a dinner monday night (3/17) in DC on the Future of AI x Tax for thoe attending the TEI (Tax Executives Institute) midyear conference ...with some extra special guests, like the Chief of AI at the IRS. if you're at the conference or in the DC area, would love to you join us!

? Neo.Tax will be a silver sponsor of TEI's Midyear Conference! Why? Because the Tax Executives Institute is the premier community of tax professionals who are curious about the future of the industry and the technology fueling it. If you'll be in Washington D.C. for the conference, we want to extend an invitation to an intimate dinner we're hosting Monday night at Fogo de Chao with some special guests (like an AI leader at the IRS). ??? Join Neo.Tax and a group of tax leaders to talk about how AI is shaping the future of tax compliance, strategy, and innovation. What will tax look these next five years and beyond? ?? Great company. Great conversation. And, of course, great food... RSVP here ??: https://lu.ma/qwb6w816

?? Some more hiring news at Neo.Tax!! Please give a warm welcome to Patricia, our new Senior Fullstack Software Engineer! ?? Some things to know about Patricia: ? She's worked as a backend software engineer for 20+ years, building apps for marketing, e-commerce, and accounting, as well as internal tools. ?? She's an avid amateur photographer. "We tend to take a lot of day trips to the country, so most of our photos are of nature, birds, cows, horses, landscapes.?Cows are extremely curious friendly creatures!" ?? She has two adorable cats: one blind girl cat and one sighted boy cat.?"The blind cat doesn't care/know she's blind and is tenacious and a force to be reckoned with." Welcome to the team, Patrica!

Large companies are starting to leverage AI quicker than you think… Last night, we hosted a dinner (at an incredible steakhouse) with tax, accounting, and AI leaders from large scale companies. And to be honest, I was surprised—maybe naively so—by how quickly they’re rolling out AI across their organizations. I’m not just talking about individuals using ChatGPT to speed up their personal workflows (although this is certainly happening as well). I mean company-wide adoption of tools like Glean and Gemini, plus deep dives into more specialized AI solutions for specific functions—like Neo.Tax for R&D tax credits and software capitalization. The biggest blocker to further adoption? AI that actually works. That got me thinking about what means for an AI tool to “work”. There’s a big difference between automating a simple, one-person, one-hour task versus tackling complex, multi-stakeholder workflows that pull data from various sources and need to be executed with precision. There seems to be a gap in AI solutions that can effectively bridge qualitative reasoning with complex quantitative computations—using insights from language and context to drive accurate, large-scale calculations. What AI tools are actually delivering on their promise? Would love to hear your take.

?? More news from your friends at Neo.Tax ?? ?? Please welcome Richard Cook, our new Senior Full-Stack Software Engineer! Some things to know about Richard: ? He's worked as an engineer for two decades, including at Omaze, AuditBoard, and Riot Games. ?He's an avid board gamer. His two favorites? Root and Everdell. ?He's recently gotten into home brewing mead for family and friends. How's it taste? "I am not good at it, but it's fun." ?? ?? Cheers to the amazing work you're going to brew up at Neo.Tax!

The advantage of working with a software-first company like Neo.Tax is that we understand the sensitivity of your data and have taken every step to protect it. ??? "Data is the most precious resource that a business has. That’s why everyone obsesses over securing their data—and it’s why we care so much about protecting it," Firas Abuzaid, cofounder and CTO at Neo.Tax says. "The whole value prop of Neo.Tax is that we can deliver the best tax experience for our customers by analyzing your data, learning about your business in detail, and generating the right outputs for the IRS." ? "We can’t do our job without data, but we recognize that we have to earn that right from our customers," he continues. "So security is of the utmost importance to us, and that will always be the case." Learn how Neo.Tax secures our customers' sensitive data with the help of Neon, Tailscale, and our talented engineering team. ?? https://lnkd.in/ggV2m5Tv

The advantage of working with a software-first company like Neo.Tax is that we understand the sensitivity of your data and have taken every step to protect it. ??? "Data is the most precious resource that a business has. That’s why everyone obsesses over securing their data—and it’s why we care so much about protecting it," Firas Abuzaid, cofounder and CTO at Neo.Tax says. "The whole value prop of Neo.Tax is that we can deliver the best tax experience for our customers by analyzing your data, learning about your business in detail, and generating the right outputs for the IRS." ? "We can’t do our job without data, but we recognize that we have to earn that right from our customers," he continues. "So security is of the utmost importance to us, and that will always be the case." Learn how Neo.Tax secures our customers' sensitive data with the help of Neon, Tailscale, and our talented engineering team. ?? https://lnkd.in/ggV2m5Tv

How does Neo.Tax safeguard your sensitive data? ?? Financial records, engineering roadmaps, and payroll data are among a company’s most confidential assets. But claiming R&D tax credits and capitalizing software costs often require handing this sensitive information over to external providers. ?? The advantage of working with a software-first company like Neo.Tax is that we understand the sensitivity of your data and have taken every step to protect it. Learn more about how and why we’ve taken every step possible to use industry-leading protections at every level of Neo.Tax ?? https://lnkd.in/ggV2m5Tv

one of the metrics we are starting to track: how many r&d credits did we *complete* in january? aka as companies are wrapping up year-end, their r&d credit is done!