VERMONT 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 Vermont 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 tax-saving strategies for their clients, particularly those in high-innovation regions. Towns like Burlington, South Burlington, Essex, Colchester, Williston, Shelburne, Milton, St. Albans, Middlebury, Rutland, Barre, Montpelier, Winooski, Hartford, Bennington, Brattleboro, Springfield, Newport, St. Johnsbury, and Lyndon are hubs of R&D activity, housing tech startups, manufacturing firms, and academic institutions that may qualify for R&D credits. By understanding these incentives, CFPs can help businesses and individuals in these towns maximize deductions, improve cash flow, and reinvest in growth.