Neo.Tax: Funding, Investors & Team (Oct 2026)
Neo.Tax is building the easiest and most accurate tax filing and automation software. Their first product simplifies the complex process of applying for the IRS R&D Tax Credit, putting up to $250,000 back into each company's pocket. The first step towards turning a small business’ taxes into a modern advantage. Neo.Tax’s approach is reflected in their founding team; a Stanford PhD in Machine Learning automating the brain of a former IRS Agent, productized by a former Intuit product manager.
Neo.Tax has raised $10.0M across 1 funding round on record, the most recent a Series A of $10.0M announced in Feb 2022.
That round is below the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Neo.Tax Company Profile and Key Stats
Latest funding round on record: Feb 2022.
Neo.Tax Funding Rounds
Neo.Tax Founders and Leadership Team
Contact details for the Neo.Tax team: 1 of 1 has an email address on file.
Start 14-day free trial →Neo.Tax Funding Compared to Other Financial Services Startups
Neo.Tax's latest round of $10.0M is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Neo.Tax Funding FAQs
What does Neo.Tax do?
Neo.Tax is building the easiest and most accurate tax filing and automation software. Their first product simplifies the complex process of applying for the IRS R&D Tax Credit, putting up to $250,000 back into each company's pocket. The first step towards turning a small business’ taxes into a modern advantage. Neo.Tax’s approach is reflected in their founding team; a Stanford PhD in Machine Learning automating the brain of a former IRS Agent, productized by a former Intuit product manager.
How much funding has Neo.Tax raised?
Neo.Tax has raised $10.0M across 1 round on record. The most recent is a Series A of $10.0M announced in Feb 2022.
When did Neo.Tax last raise funding?
Neo.Tax's most recent funding round on record is a Series A of $10.0M, announced in Feb 2022.
Who is the CEO of Neo.Tax?
Stephen Yarbrough is listed as CEO at Neo.Tax.
Where is Neo.Tax headquartered?
Neo.Tax is based in Mountain View, California, United States.
How many employees does Neo.Tax have?
Neo.Tax is in the 11-50 employee band.
How does Neo.Tax's funding compare to other Financial Services startups?
Neo.Tax's latest round of $10.0M is below the $15M median round size for Financial Services companies on FundedIQ across 5,751 tracked companies over the last two years.
About FundedIQ's Neo.Tax Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Neo.Tax is left off this page rather than filled in.
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