MASSACHUSETTS 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 Massachusetts can greatly benefit from attending the R&D Tax Credit webinar and staying current with IRS regulations and tax law changes, especially when serving clients in high-innovation regions. Towns like Cambridge, Boston, Waltham, Newton, Lexington, Burlington, Bedford, Andover, Acton, Framingham, Natick, Wellesley, Needham, Marlborough, Quincy, Woburn, Lowell, Worcester, Beverly, and Danvers are among the state’s top 20 for R&D output, home to thriving biotech, tech, and engineering firms. By understanding R&D tax credits, CFPs can help businesses in these towns maximize deductions, improve cash flow, and reinvest in growth. Staying informed ensures advisors provide accurate, strategic guidance, enhancing client trust and positioning themselves as experts in tax-efficient financial planning.