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Ratings and Reviews 98 Ratings
What is Neo.Tax?
Neo.Tax has revolutionized the way startups and accountants approach the R&D Tax Credit by automating its preparation. We have streamlined the intricate process of applying for both Federal and State R&D Tax Credits, enabling startups to potentially receive up to $250,000 in refunds in less than an hour. Our versatile application empowers users to either handle their R&D tax credit preparation independently, receive guidance from our knowledgeable team, or find a balance between the two options. Regardless of the method chosen, every claim is meticulously reviewed by our tax specialists, ensuring that you can submit your credit with complete assurance.
This tax incentive is particularly advantageous for startups and small businesses engaged in research and development, specifically those with revenue below $5 million, profitability of fewer than five years, and R&D efforts conducted by U.S.-based employees or contractors.
By leveraging Neo.Tax's innovative platform, businesses can transform their tax obligations into a strategic advantage, marking the beginning of a new era in tax and accounting automation software that prioritizes ease of use and precision. As we continue to develop our offerings, we remain committed to helping clients navigate the complexities of tax credits with confidence and efficiency.
What is Sovos?
Sovos stands as an international leader in delivering tax, compliance, and trust solutions that empower businesses to confidently navigate a complex regulatory landscape.
With over 100,000 clients spanning more than 100 countries, including a significant portion of the Fortune 500, Sovos is a trusted partner for compliance solutions. The company processes upwards of three billion transactions each year across 19,000 tax jurisdictions worldwide. Supported by an extensive partner network comprising over 400 members, Sovos offers a matchless global resource for businesses across diverse industries and regions. Established in 1979, Sovos has expanded its operations throughout the Americas and Europe, and currently operates under the ownership of Hg and TA Associates. With a commitment to innovation, Sovos continues to adapt to the evolving needs of its clients, solidifying its position as a key player in the compliance landscape.
Integrations Supported
Esker
Fastfill
GitHub
Jira
Magento
Microsoft Dynamics 365
NetSuite
Paychex Flex
QuickBooks Payroll
RUN Powered by ADP
Integrations Supported
Esker
Fastfill
GitHub
Jira
Magento
Microsoft Dynamics 365
NetSuite
Paychex Flex
QuickBooks Payroll
RUN Powered by ADP
API Availability
Has API
API Availability
Has API
Pricing Information
2% ttl qualifying R&D expenses
Our fee is 2% of total qualifying R&D expenses we find and claim for you.
This is roughly 20% of the total tax credit you receive. Why do we charge based on your expenses and not your credit? According to the IRS, a fee based on inputs (your qualifying expenses) is ok, but a fee based on outcome (your credit amount) is dangerously close to a “contingent fee” which is expressly disallowed by IRS regulations.
No upfront commitment. You won’t pay anything until you receive everything you need to file
Fee includes all required forms as well as your personalized R&D study.
We offer flexible payment options where you can pay all at once (and receive a discount) or spread out over 12 months.
This is roughly 20% of the total tax credit you receive. Why do we charge based on your expenses and not your credit? According to the IRS, a fee based on inputs (your qualifying expenses) is ok, but a fee based on outcome (your credit amount) is dangerously close to a “contingent fee” which is expressly disallowed by IRS regulations.
No upfront commitment. You won’t pay anything until you receive everything you need to file
Fee includes all required forms as well as your personalized R&D study.
We offer flexible payment options where you can pay all at once (and receive a discount) or spread out over 12 months.
Free Version
Free Trial Offered?
Pricing Information
$19.95/month
TINCheck (powered by Sovos)
Real-time TIN/taxpayer identity verification against IRS, OFAC, and Death Master File:
- Monthly subscriptions starting at $19.95/month-
- Prepaid plans starting at $49.95.
- Bulk TIN Matching starting at $185 per file upload.
eFileMyForms (powered by Sovos)
Online eFiling for 1099, W-2, ACA (1095), 1042-S, CA 592-B, and more — no monthly fees:
- 1099, W-2 & related forms starting at $2.99/form (eFile only) or $4.89/form (eFile + Print & Mail).
- ACA Forms starting at $3.49/form (eFile only) or $4.89/form (eFile + Print & Mail).
- Form 1042-S starting at $5.69/form (eFile only) or $7.59/form (eFile + Print & Mail).
- CA 592-B starting at $5.29/form
ReportMyUP (powered by Sovos)
Unclaimed property compliance — automated dormancy analysis, NAUPA-compliant reporting, and one-click eFile for 30+ states:
- Starting at $299/year — includes a 7-day free trial.
1099Pro (powered by Sovos)
Cloud-based 1099 & W-2 filing platform supporting 15+ form types:
- eFile Only starting at $449/year.
- eFile + Print & Mail starting at $669/year.
- eFile + Print & Mail + eDelivery starting at $714/year.
- All plans include a 7-day free trial.
Aatrix (powered by Sovos)
W-2 and 1099 eFiling integrated with 30+ payroll and accounting solutions — pay per filing, no subscription required:
- W-2 eFiling starting at $0.55/employee (minimum $27.99 per filing).
- 1099 eFiling starting at $0.55/recipient (minimum $27.99 per filing).
Sovos (Enterprise)
Enterprise-grade tax compliance and regulatory reporting platform:
- Custom pricing — contact Sovos Sales for a quote
Real-time TIN/taxpayer identity verification against IRS, OFAC, and Death Master File:
- Monthly subscriptions starting at $19.95/month-
- Prepaid plans starting at $49.95.
- Bulk TIN Matching starting at $185 per file upload.
eFileMyForms (powered by Sovos)
Online eFiling for 1099, W-2, ACA (1095), 1042-S, CA 592-B, and more — no monthly fees:
- 1099, W-2 & related forms starting at $2.99/form (eFile only) or $4.89/form (eFile + Print & Mail).
- ACA Forms starting at $3.49/form (eFile only) or $4.89/form (eFile + Print & Mail).
- Form 1042-S starting at $5.69/form (eFile only) or $7.59/form (eFile + Print & Mail).
- CA 592-B starting at $5.29/form
ReportMyUP (powered by Sovos)
Unclaimed property compliance — automated dormancy analysis, NAUPA-compliant reporting, and one-click eFile for 30+ states:
- Starting at $299/year — includes a 7-day free trial.
1099Pro (powered by Sovos)
Cloud-based 1099 & W-2 filing platform supporting 15+ form types:
- eFile Only starting at $449/year.
- eFile + Print & Mail starting at $669/year.
- eFile + Print & Mail + eDelivery starting at $714/year.
- All plans include a 7-day free trial.
Aatrix (powered by Sovos)
W-2 and 1099 eFiling integrated with 30+ payroll and accounting solutions — pay per filing, no subscription required:
- W-2 eFiling starting at $0.55/employee (minimum $27.99 per filing).
- 1099 eFiling starting at $0.55/recipient (minimum $27.99 per filing).
Sovos (Enterprise)
Enterprise-grade tax compliance and regulatory reporting platform:
- Custom pricing — contact Sovos Sales for a quote
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Neo.Tax
Date Founded
2019
Company Location
United States
Company Website
neo.tax
Company Facts
Organization Name
Sovos
Date Founded
1979
Company Location
United States
Company Website
sovos.com
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Categories and Features
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
Crypto Tax
Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration
Sales Tax
Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)
