AI x Tax Roundtable SF

​​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.

​​Now in its fifth 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.