Who We Are:
Swanson Reed is one of the only companies in the United States to exclusively focus on R&D tax credit preparation. Swanson Reed’s has two offices in California: San Francisco (101 California St, San Francisco) and Pasadena (115 W California Boulevard, Pasadena). These two offices locations provide R&D tax credit consulting and advisory services to: Pasadena, Los Angeles, San Diego, San Jose, San Francisco, Fresno, Sacramento, Long Beach, Oakland, Bakersfield, Anaheim, Santa Ana, Riverside, Stockton, Chula Vista, Irvine, Fremont, San Bernardino, Modesto, Oxnard and Fontana.
If you have any questions or need further assistance, please call or email our local California Partner on (415) 795-9976.
Feel free to book a quick teleconference with one of our California R&D tax credit specialists at a time that is convenient for you. Click here for more information about R&D tax credit management and implementation.
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California and the R&D Tax Credit
The permanent California Research Credit provides a 15% tax credit for qualified research activities and expenses, adhering to the federal definitions for eligibility. This valuable incentive is available to both corporations and flow-through entities. However, S-Corporations are subject to specific limitations, only being allowed to claim up to one-third of the credit against their entity-level tax, while the remaining portion may be passed through to their shareholders and owners. The credit is strictly limited to research activities conducted physically within California. While there is no carryback allowed, taxpayers benefit from an unlimited carryforward period for any unused state tax credits.
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R&D Tax Credit Preparation Services
Swanson Reed is one of the only companies in the United States to exclusively focus on R&D tax credit preparation. Swanson Reed provides state and federal R&D tax credit preparation and audit services to all 50 states.
If you have any questions or need further assistance, please call or email our CEO, Damian Smyth on (800) 986-4725.
Feel free to book a quick teleconference with one of our national R&D tax credit specialists at a time that is convenient for you.
R&D Tax Credit Audit Advisory Services
creditARMOR is a sophisticated R&D tax credit insurance and AI-driven risk management platform. It mitigates audit exposure by covering defense expenses, including CPA, tax attorney, and specialist consultant fees—delivering robust, compliant support for R&D credit claims. Click here for more information about R&D tax credit management and implementation.
Our Fees
Swanson Reed offers R&D tax credit preparation and audit services at our hourly rates of between $195 – $395 per hour. We are also able offer fixed fees and success fees in special circumstances. Learn more at https://www.swansonreed.com/services/our-fees/
California inventionINDEX April 2026:[...]