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Chief Tax Officer & Co-Founder, Neo.Tax
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.
, Neo.Tax
Taylor Schaude, Neo.Tax, Head of Business
Development,Taylor
runs Business Development & Partnerships at Neo.Tax. Previously, he
was the Director of Investor Relations & Chief of Staff to the CEO at
500 Startups. At 500, he partnered with the firm’s executive team to
manage strategic initiatives, investor relations, fundraising efforts,
and later stage co-investments. Prior to his role in venture capital, he
spent 8 years in management consulting primarily focusing on corporate
development, audit, and strategic operations. Taylor has a BS in
Management Information Systems from Auburn University and resides in San
Francisco.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
156 Ratings
NR
May 26th, 2022
I already have clients with R & D Credits and use a firm. The explanations in this webinar were better than what I have seen before
CB
May 25th, 2022
I have done the R&D credit for several clients, new new things that wil help me in the future.
AA
May 25th, 2022
Really enjoyed it. Great instructor.
DS
Apr 8th, 2022
All good thank you
DC
May 25th, 2022
good topic
1 Credit
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