OKLAHOMA 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 Oklahoma can significantly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes by gaining valuable insights into maximizing tax savings for their clients, particularly those in high-innovation areas. Cities like Oklahoma City, Tulsa, Norman, Broken Arrow, Edmond, Lawton, Moore, Midwest City, Enid, Stillwater, Muskogee, Bartlesville, Shawnee, Owasso, Ardmore, Duncan, Ponca City, Yukon, Bixby, and Bethany—which are among the top 20 towns in the state with the highest R&D output—are home to thriving businesses in sectors like aerospace, energy, and technology that frequently qualify for R&D credits. By understanding these incentives, CFPs can help clients reduce taxable income, improve cash flow, and reinvest in growth.