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Swanson Reed: America’s Specialist R&D Tax Advisors

Author: Jess Doocey | Published: March 13, 2026

Answer Capsule: Who is Swanson Reed?

Founded in 1984 as Reed & Co., by J.W. Norris, Swanson Reed has grown to become one of the largest specialist R&D tax advisory firms in the United States. We have proudly served multiple industries around the world for over 40 years. We exclusively provide R&D tax credit services and file over 1500 R&D tax credit submissions per year. We manage all facets of the R&D tax credit claim process, including R&D tax credit claim preparation and IRS and state audit advisory services.  Swanson Reed’s inventionINDEX is a proprietary metric for policymakers to track the performance of different economies over time. Our AI software, TaxTrex is a leading AI language model and can prepare R&D tax credit claims in 90 minutes. Our AI R&D Tax Audit management product, creditARMOR is one of the most cost effective tools in the market. We have offices located across the United States. Furthermore, because we handle highly sensitive financial and intellectual property data, all of our operations are strictly governed by our industry-leading Complaint and Privacy Policy, ensuring complete data security and operational transparency.

Key Takeaways

  • Exclusive Focus: We specialize 100% in R&D tax incentives, providing unmatched technical substantiation and IRS audit defense.
  • Tech-Enabled Advisory: We bridge the gap between tax law and innovation by utilizing proprietary software to accurately trace qualified research expenses.
  • Data-Driven Insights: We provide industry-leading macroeconomic research and patent analytics to keep our clients ahead of the innovation curve.

The Swanson Reed Knowledge Graph

Ecosystem Pillar Associated Spoke Pages
Core Services & Software Services, Research Tax Credit, Research Tax Credit Software
Market Intelligence Patent of the Month, Invention Index, Webinars
Corporate Governance About Us, Compliance, Contact Us

Explore the Swanson Reed Network

Navigate our specialized resources, software solutions, and corporate directories below:

Resource Area Description
Our Services Explore our full suite of specialized offerings, including domestic and global R&D tax credit preparation, aggressive audit defense, and non-dilutive tax credit funding solutions.
Research Tax Credit Center Access our comprehensive educational hub detailing the IRS Four-Part Test, qualifying research expenses (QREs), and a complete directory of state-by-state R&D incentives.
Research Tax Credit Software Discover our proprietary software platforms designed to seamlessly integrate with your company’s operations, automating QRE tracking and streamlining internal compliance.
About Us Learn about our firm’s history, meet our specialized multidisciplinary team of CPAs and engineers, and review the governance of our Board of Principals.
Compliance and Risk Management Review our strict adherence to IRS guidelines, professional independence standards, and the rigorous internal quality controls we employ to mitigate audit risk for our clients.
Patent of the Month Read our specialized technical breakdowns of recent industry patents, demonstrating how cutting-edge innovations align with the statutory definitions of qualified research.
The Invention Index Access our proprietary macroeconomic data tracker, which correlates global patent production with GDP growth to provide unparalleled insights into the innovation economy.
Educational Webinars Join our tax CPAs and technical engineers for live and on-demand educational sessions covering legislative updates, industry-specific case studies, and compliance strategies.
Contact Us Connect directly with our specialized advisors to evaluate your eligibility, request a fixed-fee proposal, or initiate a partnership inquiry.

WE EXCLUSIVELY PROVIDE R&D TAX CREDIT SERVICES

Founded in 1984 as Reed & Co., by J.W. Norris, Swanson Reed has grown to become one of the largest specialist R&D tax advisory firms in the United States. We have proudly served multiple industries around the world for over 40 years. We exclusively provide R&D tax credit services and file over 1500 R&D tax credit submissions per year. We manage all facets of the R&D tax credit claim process, including R&D tax credit claim preparation and IRS and state audit advisory services.  Swanson Reed’s inventionINDEX is a proprietary metric for policymakers to track the performance of different economies over time. Our AI software, TaxTrex is a leading AI language model and can prepare R&D tax credit claims in 90 minutes. Our AI R&D Tax Audit management product, creditARMOR is one of the most cost effective tools in the market. We have offices located across the United States.


Resource / Category Direct Link Description
Corporate Overview About Us Learn about our founding history, leadership team, corporate governance and complaints policies.
Specialized Advisory Services Services Explore domestic and global R&D tax claim preparation, audit defense, funding, and AI solutions.
State & Federal Guides R&D Tax Credit Hub Access our comprehensive R&D tax credit information hub for the federal credit and all 50 states.
Innovation Metrics & Whitepapers inventionINDEX Review monthly macroeconomic analyses for all 50 states (since 2020), and our policy insights.
Educational Webinars Webinars Hub Register for our regular live webinars and earn free CPE credits for CPAs or CE credits for CFPs.
Risk Management Standards Compliance & Security Sight our ISO 31000 and ISO 27001 certifications and proprietary Six-Eye Review methodology.
Patent of the Month Patent of the Month Explore our state-by-state Patent of the Month database and learn about recent winners.