TAXTREX
An Official Swanson Reed Partnership | AI-Powered R&D Tax Credit Software for CPAs
Proving research credit eligibility requires clear, contemporaneous evidence. Backed by specialist R&D tax advisor Swanson Reed, TaxTrex is an AI-driven software platform that helps CPAs and businesses prepare and document R&D tax credit studies in-house.
By combining TaxTrex’s automated diagnostic algorithms with Swanson Reed’s technical review and 3rd-party sign-off, we eliminate the administrative burden and compliance risk associated with research claims.
Empowering Innovators Through Four Core Pillars
Whether you are a CPA firm looking to expand your advisory services or an enterprise R&D department, TaxTrex provides the automated documentation framework needed to secure compliant tax credits:
1. The 3-Step Survey System
Reconstructing project details at year-end creates compliance gaps. TaxTrex captures the scientific process as it occurs through a simple, highly effective survey system.
- Periodic Micro-Prompts: The system sends three 20-minute surveys at regular intervals throughout the year to technical leads.
- Contemporaneous Tracking: Easily record technical uncertainties, experimental trials, and project modifications during active development cycles without disrupting core engineering.
2. Real-Time Risk Profiling
Evaluating raw technical data against IRS statutory rules requires structured analysis. As data is added, TaxTrex synthesizes the information to form a risk profile for each project.
- Diagnostic Algorithms: The AI automatically identifies and flags potential issues with eligibility, insufficient documentation, and high-risk activities.
- Peer-Reviewed Methodology: Published in The Tax Adviser, ensuring the documentation process aligns perfectly with IRS requirements and recent case law.
3. Designed for CPAs & In-House Teams
TaxTrex includes the tools needed to manage an R&D claim service in-house, from initial assessment to claim submission, allowing CPA firms to generate more advisory fees with limited risk exposure.
- 100% Independent: TaxTrex does not compete for general tax work, ensuring zero conflict of interest for partnered CPA practices.
- Client Management Dashboard: Monitor client progress, systematize R&D tracking, and populate application supporting documents in minutes.
4. Swanson Reed Review & Audit Defense
Software automation delivers maximum security when paired with expert advisory. Integrating TaxTrex gives you full access to Swanson Reed’s R&D tax expertise.
- 3rd-Party Sign-Off: Once the surveys are complete, Swanson Reed reviews the collected information and compiles the final submission.
- Zero Risk Exposure: By providing independent review and sign-off, we ensure that claims are prepared to the highest standard, protecting your practice and your clients during IRS examinations.
