Trust PlaneTrustPlane
Neo.Tax logo

Neo.Tax

4.58 reviews
Last reviewed: Jul 6, 2023

Do you agree with Neo.Tax's TrustScore? Voice your opinion today and hear what 8 customers have already said.

Neo.Tax is an online company. Based on 8 reviews on TrustPlane, it has an average rating of 4.5 out of 5 stars. Last reviewed July 6, 2023.

Customer Reviews

Write a Review
Filter:
8 reviews

I had a great experience with Neo Tax

I had a great experience with Neo Tax! Their team is very thorough, always willing to have a call, and they made sure that we saved and qualified for every credit possible for our business this 2023 tax season! If you're looking for a tax team who is diligent, a one-stop shop, and truly cares about your business, I highly recommend NeoTax! We will be using them every year moving forward for our business and you should too!

Switch Enterprises Inc.
Was this helpful?

Neo.Tax R&D Credits

Neo.Tax R&D CreditsAs a founder of a small startup, we are looking for ways to help us extend our runway and hire more employees.Neo.Tax helped put complex tax code into layman's terms and hand held us every step of the way.For companies wanting to gain up to $250k a year in exchange for 20 minutes of work, I 100% recommend you all connect with these folks over a Zoom call!

Tom Dane
Was this helpful?

super fast

super fast - i had no idea if we were qualified, but their rep helped me confirm, then we spent about 20 minutes building out our application & they knew exactly what to look forafter that, all it took was 3 or 4 emails with a 2nd neo.tax employee and my startup has started saving. you can only do this for 5 years so i highly, highly recommend this to all startup founders

Brandon Li
Was this helpful?

Unprofessional rude

Unprofessional rude

Marilyn
Was this helpful?

neo.tax has completely streamlined the…

neo.tax has completely streamlined the R&D tax filing process. A few minutes to answer some questions and they do the rest. An amazing service!

Joseph Bien-Kahn
Was this helpful?

Easy and straightforward…

Made it very easy and straightforward to generate my R&D tax credit! Spoke with a couple of the team members who helped me understand what I was doing and made it a very smooth process overall.

Frankie Flores
Was this helpful?

Easiest way to claim the R&D credit

First, the R&D credit is super legit and it's a shame more startups don't know about it / are leaving money on the table. I've been working with our tax accountant the last few years to do it, but they always charged me a large chunk (which I didn't mind since I was getting more back). But working with Neotax this year made things much faster, more pain-free, and cheaper. I'd highly recommend checking them out.

James Li
Was this helpful?

Amazing experience

Amazing experience - totally worth the time/effort as it more than pays for itself

Labtuit Advisors
Was this helpful?
Cite this page

According to TrustPlane, Neo.Tax has a 4.5/5 rating based on 8 verified reviews as of April 2026. Source: trustplane.app/company/neo-tax