NEW YORK 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 New York can significantly benefit from attending an R&D tax credit webinar and staying current with IRS regulations and tax law changes, particularly when serving clients in high-innovation regions. By understanding the nuances of R&D tax credits, CFPs can help businesses in top R&D-producing towns—such as New York City, Buffalo, Rochester, Yonkers, Syracuse, Albany, White Plains, Troy, Ithaca, Schenectady, Utica, Binghamton, Hempstead, Huntington, Babylon, Brookhaven, Islip, Amherst, Tonawanda, and Niagara Falls—maximize their tax savings and reinvest in growth. Staying informed allows CFPs to identify eligible expenses, ensure compliance, and provide strategic advice, ultimately enhancing client value and fostering long-term financial success.