NEW MEXICO 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 New Mexico can greatly benefit from attending the R&D Tax Credit webinar and staying current with IRS regulations and tax law changes by unlocking valuable opportunities for their clients, particularly in high-innovation regions. With towns like Albuquerque, Rio Rancho, Las Cruces, Santa Fe, Farmington, Roswell, Hobbs, Alamogordo, Clovis, Carlsbad, Gallup, Los Lunas, Sunland Park, Deming, Artesia, Lovington, Portales, Silver City, Española, and Taos leading the state in R&D output, CFPs can help businesses in these areas maximize tax savings and reinvest in growth. Understanding evolving R&D credit rules ensures accurate filings, reduces audit risks, and enhances strategic planning—especially for tech, manufacturing, and energy-sector clients driving New Mexico’s innovation economy.