Quick Summary: Qualified Research and Development Company (Former) Status The status of a Qualified Research and Development Company (Former) refers to an entity that historically qualified for [...]
Quick Answer: In Oklahoma, sales to the federal government are legally designated as “out-of-state revenue” for the purpose of Research and Development (R&D) tax incentives. This [...]
Quick Answer: What is Pro-Rata Allocation for Oklahoma R&D Credits? Pro-rata allocation in the context of the Oklahoma Research and Development Tax Credit refers to the mandatory [...]
What is a Non-Electing Pass-Through Entity in Oklahoma? A Non-Electing Pass-Through Entity (PTE) in Oklahoma is a business organization—such as a partnership or S-corporation—that retains its [...]
Quick Answer: What is Oklahoma Form 511-CR for R&D? Form 511-CR is the mandatory schedule used by Oklahoma taxpayers to report and claim non-refundable credits, including the Investment/New [...]
What is the Oklahoma Credit for Donations to Research Institutes? The Oklahoma Credit for Donations to Certain Research Institutes (68 O.S. § 2357.45) is a non-refundable income tax credit that [...]
Quick Answer: What is the Oklahoma R&D Tax Credit Affidavit? The Affidavit to Tax Commission was a mandatory legal instrument required under the Oklahoma Research and Development Incentives [...]
Quick Answer: What is Annual Gross Revenues (Out-of-State)? Annual Gross Revenues (Out-of-State) is a mandatory eligibility metric for Oklahoma R&D incentives. It represents the percentage [...]
Quick Answer: Oklahoma R&D Tax Credit FTE GuidanceFull-Time Equivalent Employees (FTE) in the context of the Oklahoma R&D Tax Credit refers to the average number of qualified research [...]
Quick Answer: Oklahoma Computer Services & Data Processing Tax Credits What is it? A legacy suite of incentives providing sales tax refunds and income tax credits for firms in software [...]
Posted onTrustindex verifies that the original source of the review is Google. I've been claiming R&D credits for over two decades now and this is the most knowledgeable and efficient team I have encountered thus far. Can't recommend them enough.Posted onTrustindex verifies that the original source of the review is Google. We have partnered with Swanson & Reed for several years now, and their service has been nothing short of exceptional. Their team is efficient, highly attentive, and brings deep industry knowledge, ensuring a smooth and seamless experience. Their expertise and responsiveness make working with them a pleasure. They consistently provide valuable insights and support, making the entire process effortless. I highly recommend their services to any business seeking expert guidance in R&D claims.Posted onTrustindex verifies that the original source of the review is Google. Adam, Cherie, and the team have supported us every step of the way through multiple R&D claims. Their guidance in gathering the necessary information has been invaluable, making the process straightforward while ensuring full compliance. Their expertise has turned what could be an overwhelming task into a manageable one. Swanson Reed’s assistance has been instrumental in the success of our applications. Their professionalism and attention to detail have given us confidence throughout the process, making them an essential partner in our R&D efforts.Posted onTrustindex verifies that the original source of the review is Google. We connected with Adam and Cherie at Swanson Reed based on a referral from a trusted associate. Over the past four years, they have guided my company through the complexities of research and development incentives provided by the Federal Government. Their knowledge and support have been invaluable in streamlining the process and ensuring we make the most of these opportunities. This partnership has been the most crucial in securing financial backing for our startup’s growth. Their dedication and expertise have made a significant impact, and I wholeheartedly endorse Swanson Reed to any business looking to leverage R&D incentives.Posted onTrustindex verifies that the original source of the review is Google. An unbelievable experience, in the best way. Cherie Jones and her team are extremely helpful and beyond organized. They actually took the time to teach us things. Thank you so much for our ongoing partnership. I am truly grateful. I have already sent a few of my connections your way.Load more
