AI x Tax Roundtable Seattle

​Join a group of some of our favorite – and most forward-thinking – tax and accounting leaders as we explore how AI is transforming the way we work, and what that means for the future of the industry. No slides. No speeches. Just thoughtful dialogue, good company, and a shared appetite for innovation.

​Now in its fourth edition, this series has welcomed leaders from Mercury, Indeed, the IRS, and more. As AI evolves, we aim to create a space to exchange ideas, swap lessons learned, and explore how technology and automation are reshaping the way we approach age-old challenges.

​We’re excited to continue the conversation — and hope you’ll be at the table!

​​​​​​About the host:

​​​​​Neo.Tax streamlines the R&D tax credit and software capitalization (ASC 350-40) processes with a seamless, two-in-one flow. By integrating with project tracking systems, payroll, and the general ledger, we eliminate surveys and interviews and generate audit-ready outputs in days, not months.

Trusted by companies like OpenAI, Thomson Reuters, Checkr, and Modern Treasury to:

• ​​​Generate rigorous studies retaining 100% in audit

• ​Reduce or eliminate reserves entirely

• ​​​Save $25k-$400k in fees 

• ​​​Claim a 10% larger credit

​​​​​​We overthink taxes so you don't have to.