Neo.Tax
AI-enabled tax platform connecting engineering and financial data to automate R&D tax-credit analysis, documentation and related corporate tax workflows.
neo.taxNeo.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.
Principal activities
Automated project analysis, qualification, calculation and documentation.
Support for identifying and organizing software-development expenditure under applicable tax rules.
Connections with operational systems to structure evidence and recurring tax workflows.
- Typical clients: Corporations, private businesses, investment firms, in-house tax departments, finance leaders and professional advisers.
- Engagement context: Corporate tax planning, cross-border operations, transactions, reporting, indirect tax, credits, incentives and tax-process improvement.
Neo.Tax operates where tax rules interact with corporate structure, capital allocation, transactions, reporting obligations and operating processes. View the firm’s relevant services ↗
Sector and mandate coverage
- Software and SaaS
- Artificial intelligence
- Fintech
- Life sciences
- Engineering
- Enterprise technology
- R&D tax credit
- Project qualification
- Technical documentation
- Credit calculation
- Software capitalization
- Audit support
The precise scope depends on the taxpayer, jurisdictions, legal entities, ownership structure, transaction perimeter and reporting requirements. Tax advice may require coordination with legal counsel, auditors, valuation specialists, technology providers and local professional firms.
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 an exhaustive competitor set or an 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 roles available in the public sources reviewed on 20 August 2026. View current leadership information ↗
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 |
| Registration identifier | N/A |
| 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 institutions and subjects
Sources and data transparency
The following sources were accessed on 20 August 2026:
- AI Tax Platform — corporate tax, specialty tax or tax-technology capabilities.
- Neo.Tax — firm overview, services and institutional information.
- Advisory Ranking — Top 20 Corporate Tax Advisory 2026 inclusion and tier classification.
