WASHINGTON 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 Washington State can significantly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, especially when serving clients in high-innovation regions. Towns like Seattle, Bellevue, Redmond, Kirkland, and Bothell—ranked among the top 20 for R&D output in Washington—are home to thriving tech, biotech, and manufacturing firms that frequently qualify for R&D credits. By understanding these incentives, CFPs can help businesses in Renton, Spokane, Tacoma, Everett, and Kennewick maximize tax savings, improve cash flow, and reinvest in growth. Similarly, clients in Richland (with its strong energy sector), Pullman (home to WSU’s research), and smaller hubs like Sammamish, Issaquah, and Olympia can leverage these credits.