R&D Tax Credit and Audit Experts
Swanson & Reed, founded in 1984, is the nation's leading specialist firm dedicated exclusively to Research and Development (R&D) tax credit services. With a legacy of more than four decades of transformative tax solutions, our team of seasoned advisors consistently delivers unmatched expertise to businesses of all sizes across the United States.
Each fiscal year, we process over 1,500 R&D tax credit submissions, ensuring that every client receives a meticulously tailored claim that maximizes their eligibility and refund potential. Our independent, 100% dedicated focus on R&D allows us to stay ahead of ever‑evolving tax legislation, providing peace of mind in uncertain times.
Harnessing the power of cutting‑edge AI, our proprietary tools—TaxTrex, CreditARMOR, and Invention Index—automate complex calculations and audit defenses, slashing turnaround times to under 90 minutes. These technologies give clients a strategic advantage, turning intricate R&D documentation into actionable, compliant submissions with minimal manual effort.
Clients consistently report that our transparent, conservative approach not only secures higher credits but also equips them with clear, data‑driven insights for future innovation investments. By partnering with Swanson & Reed, businesses gain a reliable ally who safeguards their R&D capital, protects against audit surprises, and unlocks the full value of their research initiatives.
Beyond claim preparation, we provide end‑to‑end audit readiness services, guiding companies through IRS and state audits with proven strategies and real‑time support. Our audit checklists and simulation tools help clients anticipate audit triggers, thereby reducing exposure and preserving tax assets.
Our nationwide presence, headquartered in Boston, MA, allows us to serve clients in every industry—from technology and manufacturing to life sciences and energy—ensuring that the nuances of each sector are captured in a tailored claim. We pride ourselves on building lasting relationships, with a client satisfaction rate that consistently exceeds industry benchmarks.
Choosing Swanson & Reed means investing in a future where R&D becomes a strategic growth engine rather than a regulatory burden. Our mission is to empower innovators to focus on breakthroughs, while we handle the complexity of tax compliance and audit defense, turning research into tangible, tax‑efficient value.