Background Case no. 99-5039 This is an appeal in the U.S. Federal Court of Appeals where Lockheed Martin Corporation appeals the decisions made denying their attempt to introduce late filed [...]
Background This is an appeal from the U.S. Tax Court denying Union Carbide Corporation (UCC) a credit for supplies used in the conduct of qualified research. Judge Pooler agrees with this [...]
Background In 1996, FedEx Corporation found a need for a new computer based system to more easily track their billing records. They carried out this project until 2001 when it was abandoned. In [...]
Background United States (“The Government”) claims that Procter and Gamble (P&G) and its subsidiaries improperly excluded receipts from intercompany transfers with the foreign [...]
Background Apple Computer Incorporated treated incomes they earned from stock options as wages for increasing research activities in 1982, 1982 and 1983. Basic Facts The main question for this [...]
Background Trinity Industries v. United States (N.D. Tex. 2010) involves Trinity Industries seeking a refund for certain qualified research expenditures (QREs) tax credits claiming they were [...]
Background In 2009, the United States (“the Government”) filed an action to recover erroneously issued refunds to Morris and Cynthia Davenport and Myra Davenport for the 2003 tax year [...]
Background This case was filed on March 21, 2012 in the United States Tax Court. The sole issue for decision in this case is whether or not certain wages from Farouk Systems, Inc. (FS) paid to [...]
Background This appeal took place in 2009 in the Fifth Circuit in the Southern District of Texas. The U.S. brought a suit against Arthur R. McFerrin seeking to recover a tax credit that the [...]
The Compete Act has been introduced to the US Senate by Tom Carper (Delaware) to simplify, grow and extend the R&D tax credit. The COMPETE Act or The Competitiveness and Opportunity by [...]
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
