Swanson Reed stands as the globally renowned authority in Research and Development Tax Credit advisory. We don’t just process claims; we provide the assurance and strategic defense necessary for companies focused on high-growth R&D. With approximately $500 million of R&D spend under management, we handle every facet of the R&D tax credit claim process.
The Advantage: Expertise, Integrity, and Zero Risk
What sets Swanson Reed apart from the “Big 4” and other accounting firms is our unique combination of deep specialization and unparalleled commitment to risk management.
Conservative Nature & High Assurance: We take client confidentiality and tax risk seriously. All claims undergo a rigorous six-eye technical review involving a qualified engineer and tax agent.
ISO 31000 Certification: Swanson Reed is certified to the ISO 31000:2009 Risk Management standard. Our tax risk and general risk management policies are independently reviewed annually, ensuring your claim is built on the most secure foundation possible.
Competitive Fees: Our focused expertise allows us to offer transparent, competitive fees without compromising on the quality and assurance that protect your investment.
Comprehensive R&D Claim Management
With offices nationwide, including a strong presence across Texas, Swanson Reed manages the complete claim preparation lifecycle, ensuring you capture maximum eligible credit with minimal risk:
Scoping: Review of eligible R&D activities and technical scoping of projects.
Substantiation: Review and optimization of R&D documentation to meet IRS requirements.
Financial Review: Review of eligible R&D expenditure for inclusion within the R&D Tax Schedule.
Filing: Preparation and review of the Application for Registration of R&D Activities and the final R&D Tax Schedule.
Assurance: Preparation of a detailed opinion letter regarding our position on your eligibility and expert advice relating to potential IRS audit defense.
Meet Our Texas Leaders
Swanson Reed is proud to have our top experts lead sessions across the Texas innovation ecosystem:
Damian Smyth will represent Swanson Reed in Dallas.
David Greatwich will represent Swanson Reed in Austin, Houston, and San Antonio.
Both representatives will be hosting Session 1 of innovationCAFE, focusing on the critical pitfalls for SMEs in protecting and claiming incentives for new developments. Check the Seminar Schedule page for detailed session information and locations.
We look forward to partnering with you to unlock the full tax potential of your innovation.
For more information or to get in touch with the team at Swanson Reed head to the Swanson Reed website.
