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Stephen Yarbrough, CPA

Neo.Tax
Chief Tax Officer & Co-Founder
stephen@neo.tax

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Stephen is the literal brain behind Neo.Tax, with over two decades of experience as a CPA and as a former IRS agent. As a co-founder and the Chief Tax Officer, he reviews the product, including its automation and machine learning, to ensure that it is consistent with current tax code, regulations, IRS guidance, and case law analysis. Stephen has an MS in Accounting from The University of Texas and resides in San Francisco.

About Us: Neo.Tax is building the easiest and most accurate tax software for businesses. Their first product simplifies the complex process of applying for the R&D Tax Credit, putting up to $250,000 back into each company's pocket. This is the first step towards turning taxes into a modern advantage for businesses. 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. 

Archived Webinars

R&D TAX CREDITS AND CAPITALIZATION: AN INTRO FOR ACCOUNTANTS AND ADVISORS
Recorded Date March 29, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
WHAT ARE R&D TAX CREDITS: AN INTRO FOR ACCOUNTANTS & ADVISORS
Recorded Date May 6, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other