Contact Swanson Reed: Get in Touch with Our Tax Experts
Author: Jess Doocey | Published: March 14, 2026
Answer Capsule: How can I contact Swanson Reed?
To evaluate your Research and Development (R&D) Tax Credit eligibility, corporate representatives and CPAs can directly contact Swanson Reed through our national and international directory. We maintain dedicated regional offices across the United States—including the Midwest, Northeast, South, and West—as well as specialized Global Office Locations for multinational tax optimization. Because initial consultations often involve the sharing of sensitive corporate structures or intellectual property overviews, all communications are strictly confidential and governed by our rigorous Complaint and Privacy Policy.
Key Takeaways
- National Coverage, Local Expertise: We have divided our operations into key regional hubs to ensure you work with tax CPAs and engineers familiar with your specific state-level innovation incentives.
- Secure Consultations: All teleconferences and data transfers are protected by our ISO 27001 certified Information Security Management System (ISMS).
- Direct Specialist Access: You won’t be handed off to a generalist. Contacting us connects you directly with a specialist who understands the nuances of IRC Section 41.
Consultation & Intake Framework
| Intake Phase | Action Items | Client Expectation |
|---|---|---|
| 1. Initial Discovery | Reach out to your regional office to schedule a preliminary teleconference with an R&D tax specialist. | A high-level assessment of your industry, recent projects, and potential eligibility under the Four-Part Test. |
| 2. NDA & Data Security | Execution of Non-Disclosure Agreements and setup of secure data portals. | Absolute assurance that your proprietary source code, blueprints, and payroll data remain strictly confidential. |
| 3. Fixed-Fee Proposal | Delivery of a transparent statement of work detailing the scope of our claim preparation or audit defense. | Clear budgetary certainty without the conflict of interest associated with contingency “success” fees. |
