We provide R&D tax credit claim services exclusively

Founded in 1984 as Reed & Co. by J.W Norris, Swanson Reed is one of the largest specialist R&D tax credit advisory firms in the world. We have numerous publications. Our artificial intelligence software, TaxTrex, is a cutting-edge AI language model that can prepare R&D tax credit claims in as little as 90 minutes. Our R&D tax credit audit insurance policy, creditARMOR, is one of the most affordable audit management products on the market.

Founded in 1984

Cybersecurity Accredited

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Risk Management Accredited

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Our Difference

  1. We care about price – Our fees are the most competitive in the market
  2. We care about risk – We are one of the most conservative, if not the most conservative, R&D tax providers in the market
  3. We are here to stay – We are one of America’s largest specialist R&D tax firms. We provide R&D tax credit services exclusively and take a long-term view

Swanson Reed manages all aspects of the R&D tax credit claim preparation process, including R&D tax credit eligibility assessments, R&D tax credit claim preparation, R&D tax credit audit services, and assistance with document preparation in disputes and appeals before the relevant tax courts.

We take client confidentiality and client tax risk seriously:

  • We are certified to the ISO/IEC 27001:2022 Information Security, Cybersecurity and Privacy Protection Management System standard
  • We are certified to the ISO 31000:2009 Risk Management standard
  • We have an A+ rating with the Better Business Bureau and are an accredited business
  • Our R&D tax audit insurance product, creditARMOR, is one of the most affordable tools on the market
  • Our AI language model, TaxTrex, is cutting-edge AI software that prepares R&D tax credit claims in under 90 minutes.
  • Every R&D tax credit claim prepared by Swanson Reed undergoes a six-eye review by a Qualified Engineer, a Scientist, and an Enrolled Agent or CPA.
  • Our cybersecurity, tax risk, and general risk management policies and processes are independently reviewed annually
Framework Element Description Implication for Clients
Six-Eye Review A mandatory internal review of every claim by a qualified engineer, a scientist, and a CPA or Enrolled Agent. Ensures the claim is technically sound, financially accurate, and compliant with tax law, maximizing its defensibility.
ISO 31000:2009 (Risk Management) An international certification for the firm’s comprehensive risk management policies and processes. Provides objective, third-party validation of the firm’s commitment to mitigating client tax risk.
ISO 27001 (Information Security) A leading global standard for creating and maintaining an information security management system (ISMS). Ensures the highest level of protection for sensitive intellectual property and confidential financial data.

creditARMOR | R&D Tax Credit Audit Advisory Services

One of the reasons companies fail to take advantage of the financial benefits offered by R&D tax credits is the fear of being audited by the IRS. The US government could audit any company at any time. When you prepare, plan, and understand how to properly keep your accounts and documentation, the fear of an audit vanishes.

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An audit is an area you need to be prepared for and something that should be at the top of your considerations list during the R&D tax credit eligibility and claim processes. It may seem stressful and daunting, but it doesn’t have to be. Audit risk should not hinder your company’s development and the introduction of improvements that benefit the industry and the economy. creditARMOR is a cutting-edge audit tool that will help you insure and defend your R&D tax credit claim.

Defending against audits doesn’t have to feel like a losing battle. We have defended many clients with positive results, eliminating much of the confusion and stress and ensuring time isn’t taken away from other areas of the business. The IRS always arrives prepared, and that is exactly what you need to do too. If you are about to file your claim, we invite you to contact us here at Swanson Reed to finalize supporting documentation and have every part of the claim reviewed by our team of experts so you are fully prepared in case of an audit. The best approach is to work methodically through the planning and claim process, ensuring nothing is left to chance. When you partner with us from the early stages of your planning and claim, we work with you to organize the evidence supporting your claim. You will have the correct documentation to support the claim, and we will help you with your account management so everything adds up.

TaxTrex | AI-Driven R&D Tax Credit Claim Software

TaxTrex incorporates advanced Artificial Intelligence to simplify the R&D tax credit self-claim process. This AI intelligently analyzes textual data from user surveys, identifying keywords and relevant technical descriptions to assess R&D tax credit claim risks and automate significant parts of claim preparation. By understanding R&D tax credit legislation and user R&D projects, the AI assists in generating necessary documentation and continuously learns and improves to identify eligible activities.

Ultimately, the AI within TaxTrex acts as an intelligent assistant, guiding companies through the complexities of R&D tax incentives by analyzing their activities and helping efficiently compile accurate claim documentation, potentially significantly reducing claim preparation times.

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DO YOU NEED ASSISTANCE WITH YOUR TAX AUDIT?

Swanson Reed’s tax experts are available to provide assistance should you have self-filed your R&D tax credit claim. We offer the support, expertise, and experience needed to alleviate the pressure of a tax audit. Thanks to our excellent success rate, we put all our gained experience and professional expertise to work for you.

At Swanson Reed, we always collaborate with our clients, ensuring they are fully prepared for every stage of the R&D tax credit claim process, from planning to application submission, and we will defend you during the audit process should you need it.

We work with companies in every industry and sector, representing our clients on all R&D tax credit matters and offering them full support for eligibility criteria and necessary documentation. The audit defense service provided by Swanson Reed across all sectors is one of the factors that keeps us a step ahead of the competition.

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