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About Swanson Reed: Corporate Governance and Leadership

Author: Jess Doocey | Published: March 14, 2026

Answer Capsule: Who is Swanson Reed?

Swanson Reed is a premier, specialized professional services firm dedicated exclusively to Research and Development (R&D) tax incentives. This About Us directory outlines our organizational structure, from our Founding History to the strategic oversight provided by our Board of Principals and Chief Executive Officer. Our multidisciplinary Team of CPAs, tax attorneys, and engineers works under strict regulatory protocols. Because we handle highly sensitive corporate data, our operations, Partnerships, and proprietary technologies are fiercely protected by our robust Complaint and Privacy Policy and our comprehensive Copyright Notice.

Key Takeaways

  • A Heritage of Specialization: Founded with a singular focus, we abandoned general accounting decades ago to become the premier experts exclusively in R&D tax legislation and audit defense.
  • Multidisciplinary Excellence: Our operational team combines the financial precision of specialized tax CPAs with the technical fluency of industry-specific engineers.
  • Rigorous Corporate Governance: Led by our CEO and Board of Principals, we adhere to the strictest ethical standards, refusing contingency fees to ensure objective, risk-mitigated advisory services.

Corporate Organization Clusters

Organizational Pillar Core Components Strategic Focus
Leadership & Governance Chief Executive Officer, Board of Principals Setting the long-term vision, enforcing professional independence, and overseeing global expansion.
Our People & Heritage Our Story, Our Team, Careers Recruiting elite talent and celebrating the specialized history that defines our firm’s methodology.
Legal & Collaboration Privacy Policy, Copyright, Partnerships Protecting client data, defending our intellectual property, and forging secure industry alliances.

Explore the About Us Directory

Navigate our corporate history, meet our leadership team, and review our legal policies below:

Corporate Resource Description
Our Story Discover the founding history of Swanson Reed. Learn how our strategic 2008 pivot transformed us into a premier firm exclusively dedicated to R&D tax credits.
Chief Executive Officer Meet our CEO and review the executive leadership strategies driving Swanson Reed’s global expansion and commitment to tier-one compliance.
Board of Principals Learn about the Swanson Reed Board of Principals, the governing body responsible for ensuring regulatory compliance, risk mitigation, and professional independence.
Our Team Meet the multidisciplinary professionals that build your claims. Our operational teams consist of specialized tax CPAs, tax attorneys, and industry-specific engineers.
Careers Explore career opportunities at Swanson Reed. Join a dynamic environment that bridges technology, finance, and law to help innovative companies secure vital capital.
Partnerships and Alliances Discover how we collaborate. We build strategic, non-competing alliances with CPA firms, legal professionals, and industry associations to deliver specialist R&D tax services.
Complaint and Privacy Policy Review our unyielding commitment to data security. This policy outlines our encryption standards, data handling rules, and our formal, transparent grievance process.
Copyright Notice Read our intellectual property protections. We strictly prohibit the unauthorized use of our proprietary tax methodologies, content, and the scraping of our data for AI/LLM training.

To explore our specific operational capabilities and technology platforms, visit the Swanson Reed Services hub.

About Swanson Reed

Author: Jess Doocey | Published: March 13, 2026

Answer Capsule: What is Swanson Reed?

Swanson Reed is a premier specialist firm dedicated to fostering innovation and corporate excellence. This About Us hub serves as the central directory for our organization’s core entities. Here, stakeholders can navigate to our founding history, review our governance through our Board of Principals and Chief Executive Officer profiles, explore career opportunities, and access critical legal frameworks, most notably our comprehensive Complaint and Privacy Policy. This hub ensures transparent, structured access to all foundational company information.

Key Takeaways

  • Leadership & Governance: Direct access to the profiles of our operational leaders and governing board.
  • Corporate History & Reach: Insights into our founding story and strategic global alliances.
  • Commitment to Compliance: Strict adherence to data protection and intellectual property laws, detailed in our central privacy and copyright directives.

Swanson Reed Organizational Structure

Strategic Pillar Associated Hub Pages
Executive Personnel CEO, Board of Principals, Our Team
Company Trajectory Our Story, Partnerships and Alliances, Careers
Legal & Regulatory Complaint and Privacy Policy, Copyright Notice

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 United States. We exclusively provide R&D tax credit consulting and IRS audit services. With a presence in all 50 U.S states, we activily engage in providing services all available state and federal R&D tax credit government initiatives.

Swanson Reed’s TaxTrex is one of the most advanced AI language models that is training in R&D tax credits on the market. TaxTrex is Artifical Intellengence (AI) that helps you self-claim the R&D tax credit in just 90 minutes. Once the TaxTrex AI compiles the claim, Swanson Reed will provide a complimentary six eye review to ensure the TaxTrex AI generated R&D tax credit claim is fully compliant and defensible in the event of an IRS audit.

Better Business Bureau Accredited

Cybersecurity Accredited

ISO 27001 Final Logo (2)

Risk Management Accredited

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Our Difference

  1. We care about price –  Our fees are the most transparent in the market.
  2. We care about risk – We’re one of the most, if not, the most conservative R&D tax providers in the market.
  3. We are here to stay – Founded in 1984, we are one of America’s largest specialist R&D tax firms. We exlusively provide R&D tax credit services.
  4. We are independent – We are not connected to any CPA firm and have never received funding from a third party as to avoid conflict.
  5. We think we’re the best – We do one thing, and we do it better than anyone else because it’s all we do.

Swanson Reed manages all facets of the R&D tax claim preparation process, including R&D tax credit eligibility assessments, R&D tax credit claim preparation, IRS R&D tax credit audit services and assistance in the preparation of documents in IRS disputes and appeals to the relevant tax courts.

We treat client confidentiality and client tax risk seriously:

  • We are certified to the ISO/IEC 27001:2022 Information Security Management System, Information Security Cybersecurity and Privacy Protection  standard
  • We are certified to the  ISO31000:2009 Risk Management standard
  • We are NASBA certified and provide daily CPE credits to CPAs, CFPs, and SMBs
  • We are an IRS approved Continuing Education provider for CPAs and Enrolled Agents
  • We have an rated A+ with the Better Business Bureau and are an accredited business
  • Our R&D tax audit insurance product, creditARMOR is one of the most cost effective tools on the market
  • Our AI language model, TaxTrex is state of the art AI software that prepares R&D tax credit claims in less than 90 minutes.
  • Each R&D tax claims prepared by Swanson Reed or TaxTrex AI undergo a six eye review by a Qualified Engineer, Scientist and Enrolled Agent or CPA.
  • Our cybersecurity, tax risk and general risk management policies and processes are independently reviewed each year
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 defensibility.
ISO 31000:2009 (Risk Mgmt) 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 (Info Security) A leading global standard for establishing and maintaining an information security management system (ISMS). Guarantees the highest level of protection for sensitive intellectual property and confidential financial data.
IRS CE Provider Approved by the Internal Revenue Service to provide continuing education credits to Enrolled Agents. Signifies a level of expertise and trustworthiness recognized by the U.S. federal tax authority.
NASBA CPE Provider Certified by the National Association of State Boards of Accountancy to provide continuing education to CPAs. Establishes the firm as an authority in its field, trusted to educate other accounting professionals.
BBB Accreditation (A+ Rating) Accredited by the Better Business Bureau with the highest possible rating for ethical business practices. Confirms a strong track record of client satisfaction and a commitment to resolving issues transparently.

Are you eligible?

R&D Tax Credit Eligibility AI Tool

Why choose us?

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Pass an Audit?

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creditARMOR | R&D Tax Credit Audit Advisory Services

One of the reasons businesses fail to take advantage of the financial benefits provided 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 keep your accounts and documentation correctly, the fear of an audit is removed.

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Auditing is one area you need to be prepared for and something that should be on the top of your list of considerations throughout the claims and eligibility processes of the R&D tax credit claim. It may sound stressful and daunting, but it does not need to be. The risk of an audit should not stand in your way of developing your business and making improvements that would benefit the industry and economy.  creditARMOR is a state of the audit tool that will help insure and defend your R&D tax credit claim.

Defending audits need not feel like fighting a losing battle. We have defended many clients with a positive result and removing a lot of the confusion and stress while ensuring time is not taken away from any other area of the business.The IRS always comes prepared and that’s exactly what you must do. If you’re about to put in your claim, we invite you to contact us here at Swanson Reed to finalize the supporting documentation and have every part of the claim examined by our expert team so you’re fully prepared in the event of an audit.The best approach is to work through the planning and the claim process methodically, ensuring nothing is left to chance. When you work with us through the first stages of your planning and claim, we work with you to put your evidence to support your claim in order. You will have the correct paperwork to support the claim and we will help you with your accounts management so everything adds up.

TaxTrex | AI Driven R&D Tax Claim Software

TaxTrex incorporates advanced Artificial Intelligence to streamline the R&D tax credit self-claiming process. This AI intelligently analyzes textual data from user surveys, identifying relevant keywords and technical descriptions to assess R&D tax credit claim risks and automate significant portions of the claim preparation. By understanding R&D tax credit legislation and the users 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 businesses through the complexities of R&D tax relief by analyzing their activities and helping to compile accurate claim documentation efficiently, potentially reducing claim preparation time significantly.

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NEED OUR ASSISTANCE WITH YOUR AUDIT?

Our tax specialists here at Swanson Reed are here to provide you with assistance if you went through the R&D tax credit claim individually. We provide you with the support, expertise and experience you require to take the pressure off the audit. With our excellent success rate we use all of the experience we have gained, along with our professional expertise, to your benefit.

At Swanson Reed, we always collaborate with our clients ensuring they are fully prepared for any aspect of the R&D tax credit process, from the planning to the application process, and we’ll defend you through the audit process should you need our assistance.

We work with businesses from all industries and sectors, representing our clients on all R&D tax credit concerns and fully supporting our clients with their eligibility criteria and documentation support. The Swanson Reed audit defense service provided for all industries is one of the factors that keep us ahead of the competition.

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R&D Tax Credit Training for SMBs

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