UTAH 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 Utah can greatly benefit from listening to the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, particularly when serving clients in high-innovation areas. Utah’s top R&D-producing towns—such as Lehi, Provo, Salt Lake City, Orem, Sandy, West Valley City, Ogden, Layton, South Jordan, St. George, Logan, Draper, Riverton, Herriman, Bountiful, Spanish Fork, Pleasant Grove, Cedar City, Kaysville, and Clearfield—are hubs for tech startups, biotech firms, and advanced manufacturing companies that frequently qualify for R&D credits. By understanding these incentives, CFPs can help businesses maximize tax savings, improve cash flow, and reinvest in growth.