R&D Tax Credit Claim Preparation Services

We exclusively work in the R&D Tax Credit field

Swanson Reed is the largest specialist R&D tax advisory firm in the United States and has proudly served multple industries around the world for over 30 years. We file over 1500 R&D tax claims per year.

With offices nationwide, Swanson Reed manages all facets of the R&D tax credit program, from claim preparation and audit compliance to management of full claim disputes involving the U.S. Internal Revenue Service.

Our team of university professors, chartered accountants, engineers and lawyers have either extensive ‘Big 4′ accounting firm or large engineering firm industry experience.

Ensuring You Receive Your R&D Tax Credits

Preparing an R&D tax credit claim is a meticulous process that requires a deep understanding of both technical and financial aspects. As Swanson Reed soley focuses on R&D tax credit claims, we are of the view we are best prepared to assist. R&D tax credit claim preparation involves a careful collation and analysis of technical information to identify qualifying activities, the preparation of formal government documents and supplementary technical documentation to substantiate the claim, the application of detailed accounting methodologies to calculate eligible expenses, and a thorough understanding of the R&D tax credit regulations and IRS administrative processes to ensure compliance. Each step is critical to maximizing the value of your claim while minimizing the risk of audits or disputes.

Who is Eligible to Claim R&D Tax Credits?

The R&D tax credit is designed to benefit businesses of all sizes, from small and medium-sized enterprises to large corporations. To qualify, companies must engage in activities that meet the criteria set by the IRS. These activities include, but are not limited to:
– The design and development of new products or processes;
– Enhancements to existing workflows and operational processes;
– The creation and implementation of new software or computer systems;
– The development of prototypes or products that have not yet entered production; and
– Improvements to existing products to enhance functionality, performance, or efficiency.

If your business is involved in any of these activities, you may be eligible to claim R&D tax credits, which can provide significant financial benefits.

Are you eligible?

Why choose us?

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Understanding Your Entitlement

Claiming R&D tax credits is not just about identifying what you can claim—it’s also about ensuring that those credits are retainable and defensible. This requires a comprehensive understanding of your company’s operations, processes, and innovation activities. Proper documentation is key to supporting your claim and safeguarding it against potential IRS scrutiny. At Swanson Reed, our team of experts specializes in providing tailored advice to help you create the necessary documentation, maintain compliance, and maximize your tax credit benefits. With our support, you can be confident that you are receiving the full financial advantage to which your business is entitled.

What Are the Benefits of R&D Tax Credits?

The benefits of R&D tax credits extend far beyond immediate financial relief. Companies that successfully claim these credits often experience improved cash flow and reduced tax liabilities, freeing up resources that can be reinvested into the business. This additional capital can be used to prioritize growth initiatives, fund further research and development, or expand operations. Over time, these investments contribute to the long-term success and competitiveness of your business.

Moreover, the ripple effects of increased R&D activity benefit the broader economy. By encouraging innovation, R&D tax credits drive the development of new products, advanced manufacturing techniques, and cutting-edge technologies, which ultimately enhance productivity and quality of life for the population as a whole. In Texas, this translates to a stronger, more dynamic economy that fosters job creation and economic growth.

Are You Eligible for an R&D Tax Credit?

If your business is engaged in innovative activities, you could be sitting on untapped financial opportunities. Don’t leave money on the table—take the first step toward securing your R&D tax credits today. Find out if you’re eligible here and discover how Swanson Reed can help you unlock the full potential of your innovation investments. Click here to learn more about the federal and state R&D Tax Credits.

Audit Services and Swanson Reed’s creditARMOR

creditARMOR represents one of the most technically advanced platforms for managing R&D tax credit risk, integrating purpose-built insurance coverage with an AI-enabled compliance framework. The policy delivers a comprehensive risk transfer mechanism designed to mitigate the financial and procedural liabilities associated with IRS audits of R&D tax credit claims.

Unlike traditional audit defense strategies—which often rely on internal resources or reactive legal support—creditARMOR assumes responsibility for substantial defense-related costs, including those incurred by certified public accountants, tax counsel, and subject matter experts required during an audit proceeding.

The platform’s integrated AI model applies natural language processing (NLP) and audit-risk heuristics to proactively evaluate claim documentation, flagging potential areas of noncompliance and recommending corrective actions prior to submission. This proactive compliance architecture enhances audit preparedness and reduces the likelihood of adverse findings.

In addition to financial indemnification, creditARMOR policyholders gain privileged access to a vetted network of R&D tax specialists, ensuring expert oversight and strategic guidance throughout the lifecycle of an audit. By operationalizing audit risk through a specialized insurance construct, companies can allocate capital and resources toward innovation initiatives with greater confidence, without the disruptive overhead of regulatory contingencies. Click here to learn more about creditARMOR.

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Swanson Reed’s DO IT YOUR SELF R&D Tax Credit Software

TaxTrex R&D Tax Claim Software

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. Click here to learn more about TaxTrex please contact us or phone 817-730-9726.

At Swanson Reed, we are different because we live the principles of:

Confidence
Transparency
Insightfulness
Simplicity

Through these principles, we will provide you a service that is distinctly different to anything close to the ‘Big 4′ or second tier accounting houses.

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