Texas 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 Texas can greatly benefit from listening to the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, particularly when advising clients in high-innovation regions. The R&D tax credit offers significant savings for businesses engaged in qualifying research activities, and CFPs who understand these incentives can help clients maximize deductions and improve cash flow. This is especially valuable in Texas’ top 20 towns with the highest R&D output—Houston, Austin, Dallas, San Antonio, Plano, Fort Worth, Irving, Round Rock, Richardson, Frisco, Sugar Land, The Woodlands, McKinney, Carrollton, Pearland, College Station, Waco, Lubbock, El Paso, and Midland—where tech, energy, and biotech firms drive innovation.