CALIFORNIA AND THE R&D TAX CREDIT FOR CFPS

Why Choose Us

1. We are certified to the  ISO31000:2009 Risk Management standard
2. We are NASBA certified and provide daily CPE credits to CPAs, CFPs, and SMBs
3. We are an IRS approved Continuing Education provider for CPAs and Enrolled Agents
4. We have an rated A+ with the Better Businese Beureau
5. Our R&D tax audit insurance product, creditARMOR is one of the most cost effective tools on the market
6. Our AI language model, TaxTrex prepares R&D tax credit claims in less than 90 minutes.
7. Each R&D tax claims prepared by Swanson Reed undergo a six eye review by a Qualified Engineer, Scientist and Enrolled Agent or CPA.

Certified Financial Planners (CFPs) in California can significantly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes by unlocking valuable opportunities for their clients, particularly in high-innovation regions. Cities like San Jose, San Francisco, Palo Alto, Mountain View, Sunnyvale, Santa Clara, Cupertino, Redwood City, Menlo Park, Fremont, San Diego, Los Angeles, Irvine, Pasadena, Carlsbad, Berkeley, Emeryville, Santa Monica, Thousand Oaks, and San Mateo are among the top 20 towns with the highest R&D output in the state, home to thriving tech, biotech, and engineering firms. By understanding the R&D tax credit’s nuances, CFPs can help businesses in these hubs maximize deductions, improve cash flow, and reinvest in innovation.