Neo.Tax

Ever since the "One Big Beautiful Bill Act" passed last week, we have been hearing from customers asking about the impact on R&D. So, we wrote a blog post explaining everything you need to know. ✒️ 🧠 The tl;dr of it all? Tucked within the OBBBA — all the way down at Section 70302 — is a massive boon for U.S. companies. After years of banging the drum about how damaging Section 174 was for innovation, the OBBBA has changed the playing field for any company spending on research and development. You might have the opportunity to vastly lower your tax bill next year. Get in touch and we can let you know by how much👇 https://lnkd.in/gqUc8bg4

🚨 Some very exciting news at Neo.Tax!🚨 Please welcome James Livingston, our new Senior Full Stack Engineer! 🚀 Some things to know about Jim: ⭐ He's worked as an engineer for nearly two decades at FloQast, Flex, Zuroa, Teradata, and ESRI. "My main development stack is Typescript, Nodejs, and React, and I am willing to learn whatever it takes to get the job done." 🐶 He lives with his wife, his 5 sons, and a micro english bulldog named Bella in Irmo, a small town just north of Columbia, South Carolina. 🚢 He was in the U.S. Submarine Navy where served on 2 submarines, USS Henry M. Jackson (SSBN 730) and USS Jefferson City (SSN 759). "In total, I have spent 2 years of my life submerged in the ocean!" Welcome aboard, Jim!

✨ The new Form 6765 is a perfect example of the way a minor edit to tax law can have a massive effect on innovative companies. Our goal at Neo.Tax is to always do the legwork to make sure these changes are as seamless as possible for our customers. 🧠 But what are the new requirements for Form 6765? And how does it change the way you file for an R&D credit? Here's everything you need to know... https://lnkd.in/gqS8JQsQ

On Tuesday, over 1000 (!!!) tax and finance professionals signed up for our CPAacademy.org webinar unpacking the changes to Form 6765. 🧠 In the hour long session, “Form 6765 Revision: Reporting the R&D credit under the new rules,” Neo.Tax’s expert panelists Stephen Yarbrough and Keli Dennehy, CPA talked attendees through the new Form 6765 and offered insight on how to navigate the massive change to the R&D tax credit. Fear not — Neo.Tax can help… 📽️ Missed it live? Don’t worry, the IRS isn’t the only one who takes notes. Watch the full recording here 👇 https://lnkd.in/gsVNAppt

Most companies we talk to don’t have a real plan in place to tackle the new Form 6765 changes—and that’s totally fair. The IRS has made big updates, and they’re not exactly intuitive. If you’re feeling behind or unsure how to approach it, you’re not alone. We’re hosting a free webinar to walk through everything you need to know about the updated R&D tax credit form—what’s changed, why it matters, and how to make sure you’re covered moving forward. 📅 Tuesday, June 10 🕛 12 PM PT | 3 PM ET 📄 Form 6765 Revision: Reporting the R&D Credit Under the New Rules 👥 Led by Neo.Tax's very own—Stephen Yarbrough (ex-IRS, CPA) and Keli Dennehy, CPA (CPA) If you or your clients are claiming the R&D credit, or planning to, this is one you won’t want to miss. CPE credit available for live attendees. 🔗 Register here: https://lnkd.in/eKQkqnDS

📣 The IRS has announced some massive changes to Form 6765—and we’re here to help guide you through the new tax landscape. Join us for a free CPE-eligible webinar hosted on CPAacademy.org: 📅 Tuesday, June 10, 2025 🕛 12 PM PT | 3 PM ET 📄 Title: Form 6765 Revision: Reporting the R&D Credit Under the New Rules The IRS has revamped Form 6765 for tax years beginning in 2024, adding new disclosure-heavy sections that changes how you file. In this 1-hour session, we’ll break down the new way to file Form 6765—and how to navigate it with confidence. What we'll cover: - A quick history of the R&D tax credit - Identifying qualified activities & expenses - Changes to Form 6765 & their impact on taxpayers - How Neo.Tax can help with the R&D tax credit process 👨🏫 Presented by Stephen Yarbrough, Co-Founder & Chief Tax Officer at Neo.Tax, CPA, and ex-IRS agent, and Keli Dennehy, CPA, Senior Manager, Research & Development Tax at Neo.Tax. 🔗 Register now on CPA Academy (CPE credit available for live attendees): https://lnkd.in/eKQkqnDS

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𝐇𝐨𝐰 𝐝𝐨𝐞𝐬 𝐍𝐞𝐨.𝐓𝐚𝐱'𝐬 𝐀𝐈 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐰𝐨𝐫𝐤? When it comes to taxes, trust is essential. To build that trust, we believe in being transparent about how our AI works. Which is why we are pulling back the curtain on how Neo.Tax solved the R&D Credit. ✨ There are three hard problems to solve when it comes to filing an R&D credit.  🌟 𝘞𝘩𝘪𝘤𝘩 𝘰𝘧 𝘺𝘰𝘶𝘳 𝘱𝘳𝘰𝘫𝘦𝘤𝘵𝘴 𝘤𝘰𝘶𝘯𝘵 𝘢𝘴 “𝘲𝘶𝘢𝘭𝘪𝘧𝘪𝘦𝘥” 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘤𝘳𝘦𝘥𝘪𝘵 𝘶𝘯𝘥𝘦𝘳 𝘵𝘩𝘦 4-𝘗𝘢𝘳𝘵 𝘛𝘦𝘴𝘵? 🌟 𝘏𝘰𝘸 𝘮𝘶𝘤𝘩 𝘵𝘪𝘮𝘦 𝘥𝘪𝘥 𝘦𝘢𝘤𝘩 𝘦𝘮𝘱𝘭𝘰𝘺𝘦𝘦 𝘴𝘱𝘦𝘯𝘥 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘪𝘯𝘨 𝘲𝘶𝘢𝘭𝘪𝘧𝘪𝘦𝘥 𝘢𝘤𝘵𝘪𝘷𝘪𝘵𝘪𝘦𝘴 𝘰𝘯 𝘵𝘩𝘰𝘴𝘦 𝘙&𝘋 𝘱𝘳𝘰𝘫𝘦𝘤𝘵𝘴? 🌟 𝘊𝘢𝘯 𝘺𝘰𝘶 𝘤𝘳𝘦𝘢𝘵𝘦 𝘙&𝘋 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘯𝘢𝘳𝘳𝘢𝘵𝘪𝘷𝘦𝘴 𝘫𝘶𝘴𝘵𝘪𝘧𝘺𝘪𝘯𝘨 𝘵𝘩𝘦 𝘤𝘳𝘦𝘥𝘪𝘵 𝘵𝘰 𝘵𝘩𝘦 𝘐𝘙𝘚? When we set out to automate the R&D filing, we knew our AI solution would need to successfully master those three problems. Here’s how we did it. 👇 https://lnkd.in/gVJuq8CC