Swanson Reed | Specialist R&D Tax Advisors

Tax consultant in Fort Worth, TX (show on map)

4.7

★★★★★

6 reviews

Swanson Reed is a premier, specialized professional services firm dedicated exclusively to Research and Development (R&D) tax incentives.

Call (817) 769-8168

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About

Swanson Reed, founded in 1984, is a leading specialist in R&D tax advisory services, offering comprehensive claim preparation, audit defense, and non-dilutive funding solutions. The firm provides global R&D tax credit services across Americas, Europe, Asia, Oceania, and Africa, supported by proprietary software platforms such as inventionINDEX and TaxTrex.

With ISO 27001 and ISO 31000 compliance, Swanson Reed ensures data security and operational transparency, serving industries from agriculture to software and AI.

Exclusive focus on R&D tax credits

Proprietary AI tools (TaxTrex, inventionINDEX)

Global service coverage

ISO 27001 & ISO 31000 compliance

Services

R&D Tax Credit Preparation

Comprehensive preparation of R&D tax credit claims for domestic and global clients.

Domestic and global coverage Audit defense services Non-dilutive tax credit funding

DIY R&D Claim AI Software

Proprietary software that automates R&D claim preparation and QRE tracking.

AI-driven claim preparation QRE tracking Integration with corporate systems

Global R&D Tax Credit Services

Specialized R&D tax credit services tailored to regional regulations in Americas, Europe, Asia, Oceania, and Africa.

Country-specific expertise Localized claim preparation Cross-border audit support

R&D Audit Insurance

Insurance product covering potential audit costs and penalties for R&D tax credit claims.

Coverage for audit defense Risk mitigation Flexible policy options

R&D Tax Credit Loans

Non-dilutive financing options to fund R&D activities while claiming tax credits.

Interest-free or low-interest loans Alignment with R&D credit timelines Flexible repayment terms

R&D Tax Credit Compliance Center

Educational hub detailing IRS Four-Part Test, QREs, and state-by-state R&D incentives.

Comprehensive guides State-specific incentive directories Interactive calculators

Credentials & Certifications

ISO 27001 Certification

Since 20XX

ISO 27001 Certification

Since 20XX

Reviews

Rating

4.7

★★★★★

Reviews

"Their expertise and responsiveness make working with them a pleasure."

Frequently Asked Questions

What is the IRS Four-Part Test for R&D tax credit eligibility? +

The IRS Four-Part Test evaluates whether a research activity meets criteria for tax credit eligibility, focusing on permitted purpose, technological nature, elimination of uncertainty, and experimentation process.

How does Swanson Reed's AI-powered R&D claim tool work? +

The AI tool analyzes project keywords, applies the Four-Part Test, and generates a preliminary eligibility assessment and draft claim summary.

What industries does Swanson Reed serve? +

Swanson Reed serves a broad range of industries including agriculture, automotive, biotechnology, construction, engineering, film, software, and transportation, among others.

What are Qualifying Research Expenses (QREs)? +

QREs are specific costs related to R&D activities that are eligible for tax credit, such as personnel salaries, supplies, and certain overhead costs, as defined by IRS guidelines.

How does Swanson Reed ensure data security? +

Swanson Reed complies with ISO 27001 and ISO 27001 standards, ensuring robust data security and operational transparency across all operations.