Neo.Tax
AI-enabled tax platform connecting engineering and financial data to automate R&D tax-credit analysis, documentation and related corporate tax workflows.
- Highest 2026 tier: Tier III
- AI-enabled corporate tax technology company
- Corporate Tax Advisory
Overview
Neo.Tax was founded in 2020 to apply machine learning and automation to corporate tax work. Its initial focus is the R&D tax credit, where employee, project, engineering and financial information must be translated into defensible calculations and documentation.
The platform also addresses software-capitalization and tax-operation workflows. Its technology-centered approach is relevant to tax departments and growth businesses seeking structured data extraction and audit-ready support.
Neo.Tax is included in one 2026 Advisory Ranking category. The highest recorded classification is Tier III.
Firm facts
| Legal name | Neo.Tax, Inc. |
| Founded | 2020 |
| Firm type | AI-enabled corporate tax technology company |
| Principal offices | Mountain View, California |
| Primary focus | R&D tax credits and tax-operation automation |
| Co-founder and Chief Executive Officer | Ahmad Ibrahim |
| Highest 2026 Advisory Ranking tier | Tier III |
Principal activities
R&D tax credits
Automated project analysis, qualification, calculation and documentation.
Software capitalization
Support for identifying and organizing software-development expenditure under applicable tax rules.
Tax data automation
Connections with operational systems to structure evidence and recurring tax workflows.
Neo.Tax works with clients on assignments that may combine strategy, specialist analysis, implementation support and organizational adoption. The precise scope depends on the mandate, sector, geography and client requirements.
Sector and mandate coverage
Sector coverage
- Software and SaaS
- Artificial intelligence
- Fintech
- Life sciences
- Engineering
- Enterprise technology
Tax and mandate types
- R&D tax credit
- Project qualification
- Technical documentation
- Credit calculation
- Software capitalization
- Audit support
Market position
Neo.Tax is positioned as a ai-enabled corporate tax technology company. Its relevance reflects the depth of its tax specialization, corporate-client orientation, technical delivery model and ability to support complex or recurring tax requirements.
Distinctive focus: AI-based analysis of operational and engineering data for corporate R&D tax workflows.
Competitive context
Neo.Tax competes with tax-led professional-services firms, independent accounting networks, specialist consultancies and tax-technology platforms. The relevant peer set varies by jurisdiction, client size, tax type and whether the mandate requires strategic advice, compliance execution, specialist documentation or software.
Comparable firms are selected according to overlap in business model, client segment, service coverage, geographic activity and mandate profile. Inclusion does not imply equivalence in scale, ranking or market position.
Leadership
| Person | Current position | Institutional background |
|---|---|---|
| Ahmad Ibrahim | Co-founder and Chief Executive Officer | Tax technology, product strategy and company leadership |
Leadership information reflects the public sources reviewed for this profile. View the firm’s website ↗
Corporate and regulatory information
Neo.Tax provides tax technology and related support. It is not presented as an audit firm or law firm, and responsibility for tax positions and filings remains subject to the applicable engagement and professional advisers.
View registered-entity details
| Principal entity | Neo.Tax, Inc. |
| Service status | Tax technology and support |
| Professional-firm status | Not presented as an audit or law firm |
| Primary jurisdiction | United States |
Principal offices
- Mountain View, California
Rankings and recognition
Ranking inclusion is editorially determined. The existence or maintenance of a Wiki profile does not influence ranking eligibility, tier or position.
Related Economy analysis
Selected Economy Markets articles providing context for the firm’s advisory environment:
- Middle-Market Private Equity: Returns, Scale and Manager Selection
- Private Equity Technology Due Diligence in the AI Era
- The Silent Reshuffle of the Advisory Market
Related institutions and subjects
Sources and data transparency
The profile is based on the following publicly available institutional, regulatory and editorial sources:
- Neo.Tax — firm overview, services and institutional information.
- Advisory Ranking — Top 30 Corporate Tax Advisory 2026 — inclusion and tier classification.
