# Swanson Reed | Specialist R&D Tax Advisors Swanson Reed | Specialist R&D Tax Advisors Reviews (21), Pricing, Services & Verified Ratings - 5.0 out of 5 average review rating - 54 connections joined Swanson Reed | Specialist R&D Tax Advisors's Network [Visit Website](https://www.swansonreed.net/) [Get a Custom Proposal](https://clutch.co/profile/swanson-reed-specialist-rd-tax-advisors) **Research and Development (R&D) Tax Consultant** Founded in 1984 as Reed & Co. by Joe William Norris, Swanson Reed grew over the next 40 years to be one of the largest specialist R&D tax advisory firm in the United States. We file over 1500 R&D tax claims per year. Swanson Reed manages all facets of the R&D claim process. This includes R&D tax advisory and consultant services (documentation assurance and IRS review advisory), R&D tax claim preparation and claim review. We have offices located across the United States, including: Georgia, Fort Worth, Chicago, Denver, Nashville, St Louis, Detroit and Huntsville. ## Company Information - Minimum project size: $25,000+ - Hourly rate: < $25 - Number of employees: 10 - 49 - 1 Locations: - Fort Worth, TX (Headquarters) - Founded in 1984 ## Services, Focus Areas, Industries, and Clients ### Service Lines - 100% Accounting ### Focus Areas - Tax Focus: - 20% Corporate Tax Services - 20% International Tax Services - 20% Tax Audit - 20% Tax Consulting - 20% Tax Preparation ## Pricing Snapshot Average rating for cost based on this provider's reviews: 4.9 out of 5 **Most Common Project Size**: $10,000 to $49,000 based on 21 reviews *(Pricing information for this provider is based on reviews where the project size was available.)* ### Pricing by Service - Tax Law: $10,000 to $49,000 based on 19 reviews - Financial Consulting: $10,000 to $49,000 based on 12 reviews - Business Consulting: $10,000 to $49,000 based on 9 reviews - Compliance Consulting: $10,000 to $49,000 based on 8 reviews - Accounting: Less than $10,000 based on 5 reviews - Custom Software Development: $10,000 to $49,000 based on 1 review - Commercial Development: $10,000 to $49,000 based on 1 review - Engineering: $10,000 to $49,000 based on 1 review - Financial Advising & Planning: $10,000 to $49,000 based on 1 review - Labor & Employment Law: $10,000 to $49,000 based on 1 review - Market Research: $10,000 to $49,000 based on 1 review ## Reviews Clutch investigates each reviewer's identity and work history. Every review goes through a rigorous, human-led verification process to confirm the reviewer's identity, and reviews that we verify are visibly marked as 'Verified' so you can trust that they come from a real client. [Learn More](https://help.clutch.co/en/knowledge/how-clutch-verifies-reviews) ### Swanson Reed | Specialist R&D Tax Advisors Review Insights Overall Review Rating: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.9 - Willing to Refer: 5.0 ### Swanson Reed | Specialist R&D Tax Advisors Reviews #### Compliance Consulting for IT Services Company **The Project** - Services: Commercial Development, Compliance Consulting, Tax Law - Project size: $10,000 to $49,999 - Project length: Jan. - May 2026 **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors conducted an audit of an IT services company's R&D activities to determine if they qualified for local tax deductions. They provided a technical justification report. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.0 - Willing to Refer: 5.0 **The Reviewer** Head of Marketing Strategy, Synclance - Industry: Information technology - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jun 24, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors helped the client identify and recover missed tax credits, achieve a 100% acceptance rate for submitted credit claims, and establish a real-time process to track R&D expenses. Their technical expertise and understanding of the client's challenges stood out. ""They met all statutory deadlines, providing regular updates on the status of our project through email."" **BACKGROUND** Please describe your company and position.I am the Head of Marketing Strategy of SynclanceDescribe what your company does in a single sentence.Synclance.com provides professional IT Services and IT Consulting solutions including software development, SaaS support, digital transformation, market research, virtual assistance, branding, and online reputation management for global businesses and startups. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?we used the online portal for R&D eligibility Tracking. the Service Provides Technical Narratives for Compliance. it is a functional way to manage fillings and meet deadlines **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?High ratingsPricing fit our budgetReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.The work Scope was an aufdit of our R&D activities from the prior year to determine if they would quality for local tax deductions. The major deliverables were a technical justification report for each project; a complete listing (i.e., labor, materials, and nominal development overhead) of all qualifying expenditures incurred on those projects; and a complete set of tax forms ready to submit to the tax authorities. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The measurable outcomes were the identification and recovery of tax credits that were previously missed;; the achievement of a 100% acceptance rate on submitted credit claims; and the establishment of an internal repeatable process to identify and track R&D expenses in real-time, thereby decreasing our year-end administrative workload.Describe their project management. Did they deliver items on time? How did they respond to your needs?Project management was  stucctured  with their clear timelines with established milestones for data collection and draft narrative preparation. They met all statutory deadlines, providing regular updates on the status of our project through email. When we required additional clarification on technical eligibility, the consultant provided supporting evidence with direct responses.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingWhat did you find most impressive or unique about this company?the most impressive thing is that they are very engineering focused and reallt operate more as a technology consultant  rather than just your standard tax accountant, which has helped them gain a better understanding of the unique challenges we face in developing our software, as well as translating any uncertainty surrounding the technology into the specific terminology that is required to comply with tax laws.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?The manual process of exporting data from our internal project management tools into their reporting templates could be improved. Developing a direct API integration for platforms like Jira or Azure DevOps would further streamline the initial data collection phase and minimize potential manual entry errors. --- #### Financial Consulting & Audit for MedTech Company **The Project** - Services: Accounting, Financial Consulting, Tax Law - Project size: Less than $10,000 - Project length: June - Dec. 2025 **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors conducted a technical audit of a medtech company's R&D work. The team prepared technical narratives, calculated qualifying expenditures, and managed the process. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CTO, VitalSync Medical Systems - Industry: Medical - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 25, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors secured a substantial tax credit that exceeded the client's expectations. Their project management was exemplary, and they provided clear communication throughout the process. The team was technically literate and understood the engineering challenges. ""The experience was very smooth."" **BACKGROUND** Please describe your company and position.I am the Chief Technology Officer (CTO) of VitalSync Medical SystemsDescribe what your company does in a single sentence.VitalSync Medical Systems develops advanced remote patient monitoring devices and AI-driven diagnostic software for healthcare providers.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?We were in the middle of a complex R&D cycle for a new wearable cardiac monitor that required significant technical experimentation. We hired Swanson Reed to help us identify eligible R&D activities within our engineering workflow and to manage the technical and financial documentation required for a successful tax incentive claim. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Pricing fit our budgetGood value for costReferred to meDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed conducted a comprehensive technical audit of our development phases. Their consultants, who possess a deep understanding of technical R&D, interviewed our lead engineers to document the technical uncertainties we faced. They prepared the detailed technical narratives, calculated our qualifying expenditures, and managed the entire submission process to the tax authorities.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?They successfully secured a substantial tax credit that exceeded our initial expectations. Their precise technical reporting allowed us to claim 18% more in R&D offsets than our previous internal estimates. This additional capital was immediately reinvested into our next phase of clinical trials, significantly accelerating our product's path to market. Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was exemplary. They spoke our 'technical language,' which made the data-gathering process incredibly efficient and saved our engineering team a lot of time. They met every milestone, provided clear communication throughout the process, and ensured all documentation was audit-ready and compliant. What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The most impressive aspect of Swanson Reed is their technical literacy in the medical technology sector. They aren't just tax accountants; they truly understood the engineering challenges of our diagnostic sensors. This expertise ensured that our technical narratives were accurate, robust, and reflected the true innovation of our work. Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?The experience was very smooth. While a more integrated digital platform for real-time claim tracking would be a nice future addition, their manual coordination and proactive updates were so consistent that it didn't impact the overall quality of their service. --- #### Law & Labor & Employment Law Services for Environmental Co **The Project** - Services: Labor & Employment Law, Market Research, Tax Law - Project size: $10,000 to $49,999 - Project length: Feb. - May 2026 **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors provides tax advisory services for an environmental services company. The team identified R&D activities eligible for tax credits and compiled the documentation. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 4.5 - Cost: 4.5 - Willing to Refer: 4.5 **The Reviewer** Social Media Manager, Environmental Services Company - Industry: Utilities - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Jun 24, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors helped the client file their tax credit claim, resulting in larger tax refunds than in previous years. The team executed the project according to legislative deadlines, provided a specific schedule, and responded to all requests for technical assistance. ""They have an impressive technical background in both engineering and software."" **BACKGROUND** Please describe your company and position.I am the Social Media Manager of an environmental services companyDescribe what your company does in a single sentence.Our company provides professional environmental services focused on waste management, recycling, and sustainability solutions. We help businesses and communities reduce waste, protect natural resources, and promote environmentally responsible practices through reliable, efficient, and eco-friendly services. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?We use their portal to track R&D eligibility and project narratives. The system facilitates technical compliance and submission deadlines. It is a practical tool for tax claim management. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?Online SearchClutch SiteWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?High ratingsHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.The project involved identifying R&D activities that will Qualify for tax credits and compiling documentation necessary for tax filing. Deliverables for  the project included: technical project reports, detailed cost breakdowns of expenses eligible for tax credits, and the overall completed package submitted to the tax authorities. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The project’s primary outcomes was the successful filing of our tax credit claim with the Tax Authority. Overall,, we identified more R&D than in any previous 12-month period resulting  in larger tax refunds than in any previous 12-month period.Describe their project management. Did they deliver items on time? How did they respond to your needs?The project was executed according to legislative deadlines from the start. They provided a specific schedule for reviewing documents  and responded to all requests for technical assistance using current tax law documentation as a reference.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Email or Messaging AppWhat did you find most impressive or unique about this company?They have an impressive technical background in both engineering and software and fully grasp the uncertainties related to our development work. Therefore, they can produce more accurate technical narratives for us than any general accounting firm could.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?The method of obtaining technical logs currently relies heavily on manual process'. By correlating data from  existing engineering documentations to increase the amount of data collected during the discovery phase will improve overall efficiency and accuracy. --- #### Software Dev R&D Services for EdTech Company **The Project** - Services: Compliance Consulting, Financial Advising & Planning, Financial Consulting - Project size: $10,000 to $49,999 - Project length: Jan. - May 2026 **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors was hired by an edtech company to identify R&D activities as part of their software development. The team prepared documentation to claim R&D tax incentives. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, EdTech Company - Industry: Information technology - Client size: 1-10 Employees - Review Type: Online Review **The Review** — Jun 15, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors delivered a comprehensive R&D tax credit claim that reflected the client's development efforts. The team identified qualifying activities and improved the client's understanding of future R&D tax opportunities. They were communicative and responsive. "“They did a great job.”" **BACKGROUND** Please describe your company and position.I am the CEO of an EdTech Company.Describe what your company does in a single sentence.An AI-powered EdTech platform that helps students learn faster by turning their study materials into interactive typing exercises. Whether it’s a PDF, YouTube video, or website, we transforms content into personalized typing practice to boost retention and typing speed at the same time. Inspired by the typing game MonkeyType, makes studying engaging, efficient, and fun. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?Swanson Reed was used by us to identify R&D activities we conduct as part of our software development, prepare documentation in order to claim R&D tax incentives, and help us claim as many R&D tax incentives as possible while remaining completely compliant with IRS guidelines. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?High ratingsReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed conducted an in-depth evaluation of each of our software development projects to determine which of the  qualifying R&D activities were going to count as eligible for the claim. They reviewed all of our project documentation, conducted interviews with relevant employees, created a technical report and a financial report, calculated the amount of tax credits that were eligible, and obtained all supporting documents needed for our claim. They also provided recommendations for IRS compliance requirements and how to prepare for a possible IRS audit. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The engagement resulted in a well-documented and comprehensive R&D tax credit claim that accurately reflected our  development efforts. Their work helped us identify qualifying activities that we may have otherwise overlooked and improved our understanding of future R&D tax opportunities. The process was completed efficiently and provided significant financial value to our company.Describe their project management. Did they deliver items on time? How did they respond to your needs?I would say their project management was very good. They clearly communicated with us, described each step of the process, and delivered everything we requested on time. They quickly answered all of our questions and adapted to any additional information or clarification we needed.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingWhat did you find most impressive or unique about this company?The most impressive thing for us was their high degree of specialization in R&D tax credits. Instead of providing general accounting services, they focused only on this area of expertise and had an exceptional level of both technical and financial knowledge regarding the claim process. The level of detail and methodology they employed to manage our engagement allowed for a smooth and stress-free experience.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?None at all. They did a great job and will continue to work with us on upcoming projects --- #### R&D Tax Credit Consulting for Software Solutions Firm **The Project** - Services: Accounting, Financial Consulting, Tax Law - Project size: $10,000 to $49,999 - Project length: May 2025 - Ongoing **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors has audited a software solutions firm’s annual R&D activities for tax eligibility and prepared technical reports and tax forms for submission. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director of Operations, Nexus LogiTech Solutions - Industry: Information technology - Client size: 11-50 Employees - Review Type: Online Review **The Review** — May 16, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors has helped the client identify and recover tax offsets, achieve a 100% acceptance rate on submitted claims, and establish a framework for tracking R&D expenses. Their engineering-led approach enables them to understand and deliver the client's unique needs. ""When we require clarification on technical eligibility, their consultants provide direct, evidence-based responses."" **BACKGROUND** Please describe your company and position.I am the Director of Operations of Nexus LogiTech SolutionsDescribe what your company does in a single sentence.Nexus LogiTech Solutions develops AI-driven route optimization software and automated tracking systems for enterprise logistics. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?Our engineering team spends a significant amount of time developing custom machine learning models for predictive supply chain management, which involves high technical risk and research costs. We hired Swanson Reed to evaluate our projects and manage our R&D tax credit claims. Our main goals were to identify all qualified research expenses within our software development cycles, prepare a bulletproof technical report, and maximize our tax recovery to reinvest in our product testing. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Referred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.The scope involved a comprehensive audit of our annual research and development activities to determine eligibility under local tax laws. Key deliverables included a technical justification report for each project, a detailed schedule of qualifying expenditures (labor, materials, and overheads), and the final prepared tax forms ready for submission to the revenue authorities. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The project resulted in the successful identification and recovery of tax offsets that had previously been overlooked. We achieved a 100% acceptance rate on the submitted claims and established a repeatable internal framework for tracking R&D expenses in real-time, reducing our year-end administrative workload.Describe their project management. Did they deliver items on time? How did they respond to your needs?Project management was handled through a structured timeline with specific milestones for data collection and narrative drafting. They adhered strictly to the statutory deadlines, providing status updates via email. When we require clarification on technical eligibility, their consultants provide direct, evidence-based responses.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingWhat did you find most impressive or unique about this company?Their primary differentiator is their engineering-led approach; they function more like technical consultants than traditional tax accountants. This allowed them to understand the nuances of our software development challenges and translate technical uncertainties into the specific language required by tax legislation.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?The manual process of exporting data from our internal project management tools into their reporting templates could be improved. Developing a direct API integration for platforms like Jira or Azure DevOps would further streamline the initial data collection phase and minimize potential manual entry errors. --- #### Financial Consulting for Clinical Research Firm **The Project** - Services: Business Consulting, Financial Consulting, Tax Law - Project size: $10,000 to $49,999 - Project length: June 2025 - Apr. 2026 **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors prepared a technical report to help a clinical research firm claim R&D tax credits. They identified eligible R&D expenditures and justified claims to tax authorities. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Operations Manager, BioSync Laboratories - Industry: Medical - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Apr 27, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors secured a tax credit that was significantly higher than the client's internal estimates, providing a critical cash injection. Their reports were thorough, and their project management was professional and organized. They understood the biotech industry. ""Their niche expertise in R&D tax law makes them a far superior choice for any scientific or technical firm."" **BACKGROUND** Please describe your company and position.I am the Operations Manager of BioSync LaboratoriesDescribe what your company does in a single sentence.BioSync Laboratories is a clinical research firm specializing in molecular diagnostics and biotechnology innovation. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?Our research involves high-risk technical experimentation and significant investment in laboratory testing. We hired Swanson Reed to help us claim R&D tax credits for our development projects. Our goals were to accurately identify all eligible R&D expenditures, prepare a robust technical report that justifies our claims to tax authorities, and ensure we were maximizing our cash-back incentives to fund further laboratory equipment upgrades. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?High ratingsReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed provided a comprehensive, end-to-end service for our R&D claims. They conducted several technical interviews with our lead scientists to understand the 'scientific uncertainty' in our projects. They reviewed our project logs, payroll data, and lab expenses to compile a detailed tax submission. Their team handled everything from the initial eligibility assessment to the final documentation and filing with the relevant authorities. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The results were excellent. Swanson Reed helped us secure a tax credit that was significantly higher than our internal estimates, providing us with a critical cash injection. This funding allowed us to hire two additional researchers and speed up our latest diagnostic project. Their reports were incredibly thorough and gave us full confidence in the compliance of our claim.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management is very professional and well-organized. They have a clear process for gathering data and kept us informed at every stage of the claim. They were always available to answer our technical questions and were very respectful of our laboratory schedule during the interview phases. Communication was clear, consistent, and proactive.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingWhat did you find most impressive or unique about this company?What impressed me most was their deep understanding of the biotech industry. They weren't just accountants; they understood the science behind our work. This allowed them to identify qualifying activities that we might have overlooked ourselves. Their niche expertise in R&D tax law makes them a far superior choice for any scientific or technical firm.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?The experience has been very smooth. While their data collection portal could be slightly more intuitive, their team is so helpful and responsive that it never caused any issues. We are very happy with their service and plan to use them for all our future claims. --- #### Compliance Consulting for Agricultural Solutions Company **The Project** - Services: Business Consulting, Compliance Consulting, Tax Law - Project size: $10,000 to $49,999 - Project length: Mar. 2025 - Ongoing **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors conducts a technical audit of an agricultural solutions company's past and ongoing research projects. They managed the entire R&D tax credit claim process. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Managing Partner, Verdant Soil Labs - Industry: Business services - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Apr 13, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors identifies 15% more qualifying expenses than initially estimated, boosting the client's annual R&D fund. Their team is meticulous, responsive, and proactive. They understand the technical needs and provide a straightforward, professional experience. ""Their niche expertise in R&D tax credits makes them a much more effective partner."" **BACKGROUND** Please describe your company and position.I am the Managing Partner of Verdant Soil LabsDescribe what your company does in a single sentence.Verdant Soil Labs develops innovative agricultural technologies and bio-organic soil enhancement solutions for commercial farming. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?Our research involves extensive field trials and chemical analysis to develop new sustainable fertilizers. We hired Swanson Reed to assist us in claiming R&D tax credits for these experimental phases. Our primary goals were to identify qualifying scientific activities within our testing cycles, ensure our technical documentation met current standards, and maximize the tax relief to help fund our next phase of laboratory equipment upgrades. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Pricing fit our budgetReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed conducted a thorough technical audit of our past and ongoing research projects. Their team, which includes technical specialists who understand biological sciences, interviewed our lead researchers to identify the 'technical uncertainties' encountered during our trials. They managed the entire claim process, including drafting the technical project reports, calculating the qualifying expenses, and preparing the final filing for the tax authorities. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The outcomes were highly professional and beneficial for our budget. Swanson Reed identified nearly 15% more in qualifying expenses than our general accountants had initially estimated. The resulting tax credit provided a significant boost to our annual R&D fund, which we used to reinvest in high-precision soil sensors. Their meticulous documentation also gave our board total confidence in the compliance and accuracy of our filings.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was disciplined and very responsive to our firm’s seasonal schedule. They provided a clear roadmap for the data collection process and met every deadline throughout the engagement. They were proactive in following up with our technical team and made the entire process very straightforward. Their technical literacy meant they understood our agricultural terminology without requiring lengthy explanations.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingWhat did you find most impressive or unique about this company?What stands out is their 'technical-first' approach. Swanson Reed doesn't just look at the numbers; they truly understand the science behind an R&D claim. They were able to look at our testing logs and technical challenges and immediately identify the qualifying elements. Their niche expertise in R&D tax credits makes them a much more effective partner for a research-driven firm than a generalist accounting office.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?Our experience was professional and efficient. While a more direct digital portal for uploading and tracking our project documentation would be a helpful future addition, the high level of personal expertise and technical knowledge they provided more than made up for it. We are very satisfied with their work. --- #### Compliance Consulting & Tax Law for Infrastructure Group **The Project** - Services: Business Consulting, Compliance Consulting, Tax Law - Project size: $10,000 to $49,999 - Project length: Apr. 2025 - Apr. 2026 **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors conducted a technical audit of an infrastructure group's past and ongoing engineering projects. The team managed the entire R&D tax credit claim process. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Principal Engineer, Heritage Infrastructure Group - Industry: Business services - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Apr 13, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors identified nearly 18% more qualifying expenses than initially estimated, providing the client with a significant boost in their annual capital budget. Their team was disciplined, responsive, and proactive. They understood the client's technical challenges. ""Their niche expertise in R&D tax credits makes them a much more effective partner."" **BACKGROUND** Please describe your company and position.I am the Principal Engineer of Heritage Infrastructure GroupDescribe what your company does in a single sentence.Heritage Infrastructure Group provides specialized civil engineering and project management services for large-scale urban development. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?Many of our projects involve developing new structural solutions and testing unconventional materials to meet modern safety standards. We hired Swanson Reed to help us claim R&D tax credits for these experimental phases. Our goals were to identify qualifying research activities within our engineering workflows, ensure our technical documentation met federal standards, and maximize the tax relief to help fund our further equipment upgrades. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Pricing fit our budgetReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed conducted a comprehensive technical audit of our past and ongoing engineering projects. Their team, which includes technical specialists who understand structural engineering, interviewed our lead engineers to identify the 'technical uncertainties' we encountered. They managed the entire claim process, including drafting the technical project reports, calculating the qualifying expenses, and preparing the final filing for the tax authorities. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The outcomes were very impressive. Swanson Reed identified nearly 18% more in qualifying expenses than our general accountants had initially estimated. The resulting tax credit provided us with a significant boost in our annual capital budget, which we used to reinvest in advanced 3D modeling software. Their meticulous documentation also gave our board total confidence in the compliance and accuracy of our tax filings.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was disciplined and very responsive to our firm’s busy schedule. They provided a clear roadmap for the data collection process and met every deadline throughout the engagement. They were proactive in following up with our technical team and made the entire process very straightforward. Their technical literacy meant they understood our engineering terminology without requiring lengthy explanations.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingWhat did you find most impressive or unique about this company?What stands out is their 'technical-first' approach. Swanson Reed doesn't just look at the numbers; they truly understand the engineering challenges behind an R&D claim. They were able to look at our testing logs and technical challenges and immediately identify the qualifying elements. Their niche expertise in R&D tax credits makes them a much more effective partner for an engineering firm than a generalist accounting office.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?Our experience was professional and efficient. While a more direct digital portal for uploading and tracking our project documentation would be a helpful future addition, the high level of personal expertise and technical knowledge they provided more than made up for it. We are very satisfied with their work. --- #### Tax, Financial & Compliance Consulting for Solar Energy Co **The Project** - Services: Compliance Consulting, Financial Consulting, Tax Law - Project size: $10,000 to $49,999 - Project length: Apr. 2025 - Ongoing **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors has done a technical and financial review of a solar energy company's development projects. The team has created an R&D tax credit claim and a cost tracking framework. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Operations Director, TerraNova Energy Systems - Industry: Business services - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Apr 13, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors has identified 15% more qualifying expenses than estimated, resulting in a valuable tax credit. The team's thorough documentation has ensured compliance, and they've been streamlined, respectful, and communicative. Their niche expertise stands out. ""Their ability to bridge the gap between technical engineering challenges and complex tax law is exceptional."" **BACKGROUND** Please describe your company and position.I am the Operations Director of TerraNova Energy SystemsDescribe what your company does in a single sentence.TerraNova Energy Systems designs and implements high-efficiency solar energy storage and tracking solutions for commercial infrastructure. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?Our firm invests heavily in the development of new energy storage prototypes, which involves significant technical experimentation. We hired Swanson Reed to help us secure the R&D Tax Credit. Our main goals were to identify qualifying activities within our engineering trials, ensure our documentation was compliant with the latest regulations, and maximize the tax relief to support our ongoing research in renewable energy efficiency. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Good value for costReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed conducted a detailed technical and financial review of our development projects. Their specialists, who understand both the engineering and tax side, interviewed our technical team to document our R&D processes. They handled the end-to-end claim preparation, including technical report writing, expense allocation, and the final tax calculations. They also provided a framework for us to better track our R&D costs in future projects. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The outcomes were highly professional and beneficial for our bottom line. Swanson Reed identified nearly 15% more in qualifying expenses than our general accountants had previously estimated. The resulting tax credit provided a crucial cash injection that we used to upgrade our testing facility. Their thorough documentation also gave our board complete peace of mind regarding the compliance and integrity of our filings.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was streamlined and very respectful of our operational schedule. They were clear about the required documentation and provided efficient communication channels for data exchange. They met every project deadline and kept us updated through every stage of the filing process. Their technical fluency meant we didn't have to spend hours explaining the science behind our solar systems; they understood it immediately.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?What stands out is their niche expertise. Unlike generalist firms, Swanson Reed focuses exclusively on R&D tax credits, and it shows. Their ability to bridge the gap between technical engineering challenges and complex tax law is exceptional. They were able to look at our technical logs and extract the 'scientific uncertainty' needed for a successful claim. They are an essential partner for any innovation-driven company.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?We had a very smooth experience throughout the engagement. While a more integrated digital portal for real-time claim tracking would be a great future enhancement, the high level of personal expertise and communication they provided more than made up for it. Their overall performance was top-tier. --- #### Engineering Cycle Audit for Components Manufacturer **The Project** - Services: Compliance Consulting, Engineering, Tax Law - Project size: $10,000 to $49,999 - Project length: Apr. 2025 - Mar. 2026 **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors audited a components manufacturer's engineering cycles. They identified qualifying projects for R&D tax credits and managed the entire claim process. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director of Engineering, Precision Dynamics Systems - Industry: Manufacturing - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Apr 11, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors identified several qualifying activities that the client's accountants had overlooked, resulting in substantial tax credits. Their team provided detailed reports, was highly accurate, and had a deep understanding of the client's engineering challenges. "“The experience was very professional and smooth.”" **BACKGROUND** Please describe your company and position.I am the Director of Engineering of Precision Dynamics SystemsDescribe what your company does in a single sentence.Precision Dynamics Systems designs and manufactures high-performance mechanical components and automated systems for the industrial sector. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?Our firm spends a significant portion of our budget on the iterative design and testing of new mechanical prototypes. We hired Swanson Reed to help us navigate the eligibility requirements for R&D tax credits. Our primary goals were to systematically identify our qualifying engineering projects, build a defensible documentation framework for our experimental trials, and maximize our tax savings to reinvest in our fabrication facilities. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Good value for costReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed conducted a thorough technical audit of our manufacturing and engineering cycles. Their team, which includes technical specialists who understand mechanical engineering, worked closely with our lead designers to document our 'trial and error' processes. They managed the entire claim cycle: from writing technical project reports to calculating the eligible expenditure and ensuring all filings were compliant with state and federal regulations. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The impact has been significant for our annual budgeting. Swanson Reed identified several qualifying activities in our automation testing that our general accountants had previously overlooked. The resulting tax credit provided a substantial cash infusion that we’ve used to upgrade our R&D lab equipment. Their detailed reporting has also provided us with a much more disciplined approach to tracking our innovation-related costs.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was disciplined, proactive, and very clear. They provided a detailed roadmap of the claim process and respected our production schedules. They knew exactly what technical data was required and communicated those needs efficiently. We were impressed by their ability to meet all deadlines while maintaining a very high level of accuracy in the technical documentation they prepared on our behalf.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?What stands out is their 'technical-first' mindset. Unlike many tax firms that focus purely on the accounting side, Swanson Reed actually understands the engineering challenges behind a claim. They were able to look at our CAD designs and testing logs and immediately identify the scientific uncertainties involved. Their niche expertise in R&D tax credits makes them an invaluable partner for any engineering-heavy firm.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?The experience was very professional and smooth. While a more integrated digital portal for real-time document management would be a nice future addition, their team’s personal attention and technical knowledge more than made up for it. Their overall performance was exceptional and gave us exactly what we needed. --- #### Tax Credit Consulting Services for Biopharma Company **The Project** - Services: Business Consulting, Compliance Consulting, Tax Law - Project size: $10,000 to $49,999 - Project length: Apr. 2025 - Ongoing **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors provides tax credit consulting services for a biopharmaceutical company. The team identifies qualifying activities and handles reports, calculations, and submissions. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Co-Founder & COO, Lyra Biopharmaceuticals - Industry: Medical - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Apr 11, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors has secured a tax credit that exceeds the client's expectations, helping them accelerate their next phase of clinical trials. The team provides rigorous documentation, ensuring financial compliance. They’re professional, structured, and responsive. "“The experience was seamless from start to finish."" **BACKGROUND** Please describe your company and position.I am the Co-Founder & COO of Lyra BiopharmaceuticalsDescribe what your company does in a single sentence.Lyra Biopharmaceuticals is a life sciences company dedicated to the research and development of innovative cellular therapies for autoimmune diseases. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?As a biotech firm, a vast majority of our capital is spent on lab-based experimentation and clinical testing. We hired Swanson Reed to assist us in claiming R&D tax credits. Our primary goals were to ensure our scientific activities were correctly categorized under tax law, to manage the complex documentation required for pharmaceutical research, and to maximize our claim value to support our ongoing R&D cycles. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Pricing fit our budgetGood value for costHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed provided a comprehensive end-to-end service. Their team, which includes technical experts who understand the life sciences, conducted a deep dive into our lab records and project timelines. They identified qualifying activities within our drug formulation and stability testing phases. They handled all the technical report writing, expense calculations, and the final submission to the tax authorities, providing us with a clear audit trail. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The outcomes were highly impactful for our company's runway. Swanson Reed successfully secured a tax credit that was significantly higher than our initial internal projections. This cash infusion was critical in allowing us to accelerate our next phase of clinical trials. Furthermore, the rigorous documentation they prepared has fortified our financial compliance and provided a scalable model for our future R&D claims.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was exceptionally professional and highly structured. They established a clear timeline for data collection and technical interviews, ensuring minimal disruption to our scientific team. They provided weekly updates on the progress of our claim and were always available to answer technical questions. Their ability to bridge the gap between scientific research and tax compliance is where they truly excel.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The most impressive aspect of Swanson Reed is their technical depth. They didn't just look at our balance sheet; they understood the science behind our R&D projects. Their specialized focus on R&D tax credits means they have a level of expertise that general accounting firms simply cannot match. Their ability to translate complex biological research into a compliant tax narrative is what makes them a vital partner for any biotech firm.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?The experience was seamless from start to finish. While a more centralized digital dashboard for tracking the real-time status of our claim would be a helpful future addition, the high level of personal service and technical expertise they provided far outweighed any minor technical preferences. We were very pleased with the results. --- #### R&D Tax Credit Support for Software Development Company **The Project** - Services: Business Consulting, Custom Software Development, Tax Law - Project size: $10,000 to $49,999 - Project length: Apr. 2025 - Apr. 2026 **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors was hired by a software development company to help them claim the R&D tax credit. They conducted a technical review of software projects and prepared reports. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CTO & Co-Founder, DataNexus Solutions - Industry: Information technology - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Apr 11, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors delivered professional and accurate work, identifying 20% more qualifying expenses than the client's previous accountant. Their streamlined project management approach, efficient communication, and technical expertise ensured a successful collaboration. "“Our experience was very smooth.”" **BACKGROUND** Please describe your company and position.I am the CTO & Co-Founder of DataNexus SolutionsDescribe what your company does in a single sentence.DataNexus Solutions develops advanced cloud-based analytics and data management software for enterprise clients. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?As a software firm, a large portion of our budget goes into experimental development and solving technical uncertainties in our code. We hired Swanson Reed to help us claim the R&D Tax Credit. Our goals were to accurately identify qualifying software development activities, ensure our documentation met IRS standards, and maximize the tax relief to help fund our next phase of product development. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Good value for costReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed conducted a thorough technical review of our software projects. Their specialists interviewed our lead engineers to understand the specific 'technical challenges' we faced during development. They handled the entire process: documenting our R&D activities, calculating the qualifying expenditure, and preparing the final technical reports for our tax filing. They also provided a framework for us to better track R&D hours moving forward. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The outcomes were highly professional and accurate. Swanson Reed identified nearly 20% more in qualifying expenses than our previous accountant had estimated. The resulting tax credit provided us with a significant cash injection, which we immediately reinvested into hiring more developers. Their detailed reports also gave our board total confidence in the compliance and accuracy of our filings.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was streamlined and very respectful of our time. They used efficient communication channels and didn't overwhelm our engineering team with unnecessary paperwork. They were clear about the evidence needed, met every deadline, and kept us informed through each stage of the claim preparation. Their technical background meant they understood our software terminology without constant explanation.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?What stands out is their 'technical-first' approach. Unlike general tax firms, Swanson Reed actually has people who understand software engineering and the R&D criteria. They were able to translate our complex development sprints into a compliant tax narrative effortlessly. Their niche expertise in R&D tax credits makes them a far superior choice for tech companies than a generalist accounting firm.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?Our experience was very smooth. While a more digital way to upload and tag our project documentation would be a nice future update, their team’s direct involvement and expertise more than made up for it. We are very satisfied with their work and will continue to use them for future claims. --- #### Accounting & Tax Consulting for Construction Firm **The Project** - Services: Accounting, Financial Consulting, Tax Law - Project size: $10,000 to $49,999 - Project length: June 2025 - Ongoing **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors has conducted a technical audit for a construction firm. The team has identified qualifying R&D tax credits and prepared the technical narrative for the client's claim. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Managing Director, Ironclad Construction & Design - Industry: Construction - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Apr 6, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors has identified a substantial amount of R&D tax credits, providing the client with significant cash benefits. The team demonstrates a high level of technical expertise and project management. They're also professional, communicative, and prompt. ""Their ability to translate our physical building innovations into tax-eligible narratives is remarkable."" **BACKGROUND** Please describe your company and position.I am the Managing Director of Ironclad Construction & DesignDescribe what your company does in a single sentence.Ironclad Construction & Design provides end-to-end construction management and specialized engineering solutions for industrial and commercial projects. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?Our firm develops proprietary construction methods and tests new material durability, which involves significant technical experimentation. We hired Swanson Reed to conduct a technical audit and identify qualifying R&D tax credits. Our objective was to maximize our tax recovery through an expert-led process that could withstand rigorous compliance checks. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?Online SearchWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?High ratingsPricing fit our budgetHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed provided a full-service R&D tax credit assessment. They reviewed our engineering blueprints and technical project logs to pinpoint activities that met the criteria for innovation. Their team prepared the entire technical narrative for our claim and calculated the qualified research expenses (QREs). They also provided a detailed documentation package to ensure we were fully prepared for any future IRS audits. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The outcomes were outstanding. Swanson Reed identified a substantial amount of R&D tax credits that our general accounting firm had previously missed. This provided us with a significant cash benefit that we reinvested into our site-safety R&D program. Their work gave us a clear, documented audit trail and saved our internal team hundreds of hours in documentation.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was very professional and technically driven. They used a streamlined system to gather data from our project managers without disrupting our active construction sites. Communication was consistent via monthly status calls and prompt email updates. They met every deadline and ensured our claim was filed well before the year-end cutoff.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?What stands out is their technical expertise. Swanson Reed isn't just an accounting firm; they are R&D specialists who understand the complexities of construction engineering. Their ability to translate our physical building innovations into tax-eligible narratives is remarkable. Their focus on risk management and technical accuracy provided us with great confidence in the integrity of our claim.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?The partnership was extremely productive. While a more automated digital dashboard for tracking the real-time status of each project narrative would be a nice future addition, their team was so responsive that we were always well-informed throughout the process. --- #### Tax & Financial Consulting for IoT Soil Sensor Company **The Project** - Services: Business Consulting, Financial Consulting, Tax Law - Project size: Less than $10,000 - Project length: Aug. 2025 - Ongoing **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors conducted a technical review of an IoT soil sensor company's sprints. The team prepared narratives, calculated expenses, and managed the tax application process. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** VP of Engineering, Terra-Smart Analytics - Industry: Manufacturing - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Apr 2, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors secured a tax credit that significantly improved the client's operational cash flow. The team demonstrated a strong understanding of technical workflows, set clear expectations, hit every deadline, and kept the client updated through regular reports. ""What stands out most is their technical competence in specialized industries like AgTech."" **BACKGROUND** Please describe your company and position.I am the VP of Engineering of Terra-Smart AnalyticsDescribe what your company does in a single sentence.Terra-Smart Analytics develops advanced IoT-based soil sensors and automated data visualization platforms for large-scale agricultural operations. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?We were developing a new low-power sensor network that could withstand extreme weather conditions, which required multiple rounds of technical prototyping. We hired Swanson Reed to evaluate our R&D projects, identify qualifying activities, and ensure we were correctly capturing all eligible expenses for our tax incentive claims. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Good value for costReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed conducted a thorough technical review of our engineering sprints. Their consultants interviewed our lead hardware and software developers to document the technical uncertainties we faced during the design phase. They prepared the comprehensive technical narratives, calculated the qualified research expenses (QREs), and managed the entire application process to ensure full compliance with the tax code. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The collaboration was highly successful. They secured a substantial tax credit that significantly improved our operational cash flow. Their meticulous reporting allowed us to identify nearly 15% more in eligible research costs than our previous internal estimates. This additional capital has allowed us to accelerate our latest autonomous drone project by several months.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was very professional and highly disciplined. They have a strong understanding of technical workflows, which meant they didn't need us to explain the basic engineering concepts. They set clear expectations, hit every deadline, and kept us updated through regular status reports. The entire process was efficient and required minimal oversight from our side.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?What stands out most is their technical competence in specialized industries like AgTech. Most tax firms only look at the financial statements, but Swanson Reed’s specialists actually understand the engineering hurdles we solve. This 'tech-first' approach ensured that our technical narratives were scientifically accurate and robust enough to withstand any potential audit.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?Happy with the outcome. A more integrated digital platform for real-time document exchange would be a beneficial upgrade for future projects, but their manual coordination and responsiveness were so high that it didn't negatively impact the project flow at all. --- #### Accounting for Solar Energy Company **The Project** - Services: Accounting, Financial Consulting, Tax Law - Project size: Less than $10,000 - Project length: July 2025 - Ongoing **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors conducts a technical audit of a solar energy company's laboratory and production projects. They handle technical narrative and manage the claim submission process. **Review Rating**: 4.5 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Operations Director, Helios Green Energy Systems - Industry: Manufacturing - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Mar 25, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors has secured a substantial tax credit, boosting the client's reinvestment capacity for future research projects. Their team provides exemplary project management, is always available for consultations, and handles all documentation with great care. ""The most impressive thing about them is their technical literacy in the energy sector."" **BACKGROUND** Please describe your company and position.I am the Operations Director of Helios Green Energy SystemsDescribe what your company does in a single sentence.Helios Green Energy Systems designs and manufactures high-efficiency solar energy components and advanced power storage solutions.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?We were heavily invested in the research and development of a new thermal-resistant coating for our solar cells. We hired Swanson Reed to help us identify eligible R&D activities within our engineering workflow and to manage the complex application process for tax incentives to offset our high development costs. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Pricing fit our budgetReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed conducted a thorough technical audit of our laboratory and production projects. Their specialists interviewed our lead engineers to document the technical uncertainties we encountered during the prototyping phase. They then prepared a detailed technical narrative and calculated our qualifying expenditure, managing the entire claim submission process to ensure we maximized our benefits. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?They successfully secured a substantial tax credit that significantly boosted our reinvestment capacity for future research projects. Their technical report was so precise that it allowed us to claim 15% more in R&D offsets than we had initially anticipated. This cash flow was crucial for our latest phase of product testing.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was exemplary and highly disciplined. They spoke the language of engineering, which made it very easy for our technical team to provide the necessary data. They hit every deadline and provided a clear, step-by-step roadmap of the claim process. Their team was always available for consultations and handled all documentation with great care.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The most impressive thing about them is their technical literacy in the energy sector. Most accounting firms only focus on the numbers, but Swanson Reed’s consultants understood the complexities of our solar research. This expertise ensured that our technical narratives were scientifically accurate and audit-ready.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?The experience was very smooth and professional. A slightly more modern client portal for real-time document status tracking would be a beneficial upgrade, but their manual communication and coordination were still excellent. --- #### Financial Consulting for Automotive Robotics Co **The Project** - Services: Business Consulting, Financial Consulting, Tax Law - Project size: $10,000 to $49,999 - Project length: July 2025 - Ongoing **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors has been hired by an automotive robotics company to document their R&D activities. The team has helped the client claim tax credits for their research expenditures. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CTO, Precision Auto-Bots Ltd. - Industry: Manufacturing - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Mar 25, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors has secured a substantial tax credit, providing the client with the necessary liquidity to expand their testing laboratory. The team's project management is outstanding and highly efficient. They adhere to all deadlines and provide regular updates. ""The most impressive thing is their technical literacy."" **BACKGROUND** Please describe your company and position.I am the Chief Technology Officer (CTO) of Precision Auto-Bots Ltd.Describe what your company does in a single sentence.Precision Auto-Bots Ltd. specializes in the design, development, and integration of advanced robotic automation systems for large-scale manufacturing plants.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?We were developing a new generation of high-precision sensors for our robotic units, which involved significant technical experimentation. We hired Swanson Reed to help us identify and document our qualifying R&D activities and to navigate the complexities of claiming tax credits for our research expenditures. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Good value for costReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed’s specialists conducted a deep technical audit of our prototyping and testing phases. They interviewed our senior engineers to capture the technical uncertainties we faced during development. They handled the entire process, including preparing the technical narratives and calculating our eligible costs, ensuring our submission was robust and compliant with tax regulations.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?They successfully secured a substantial tax credit that provided us with the necessary liquidity to expand our testing laboratory. Their precise documentation allowed us to claim nearly 20% more in credits than we had previously forecasted. The entire process was seamless and did not distract our internal team from their core engineering tasks. Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was outstanding and highly efficient. They demonstrated a deep understanding of engineering workflows, which made the data collection process very smooth. They adhered to all deadlines and provided regular, clear updates on the status of our claim. Their professionalism was evident throughout the engagement. What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingWhat did you find most impressive or unique about this company?The most impressive thing is their technical literacy. Unlike typical tax firms, Swanson Reed has experts who actually understand the mechanics of robotics and automation. This allowed them to translate our complex engineering work into a strong technical report for the tax authorities without any loss of detail. Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?We are very satisfied with their service. A slightly more modern digital interface for uploading sensitive financial documents would be a great addition, but their manual handling was very secure and professional anyway. --- #### R&D Tax Credit Consulting for Industrial Equipment Mfr **The Project** - Services: Business Consulting, Financial Consulting, Tax Law - Project size: $10,000 to $49,999 - Project length: May 2025 - Ongoing **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors has provided R&D tax credit consulting for an industrial equipment manufacturer. They've calculated eligible R&D costs and handled the submission to tax authorities. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director of Operations, Nexa-Flow Manufacturing Solutions - Industry: Manufacturing - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Mar 15, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors has helped the client receive a substantial tax credit, allowing them to reinvest in a new laboratory and upgrade their testing equipment. The team has demonstrated a high level of technical expertise. They're professional, responsive, and communicative. ""They don't just look at our spreadsheets; they actually understand the engineering challenges we are solving."" **BACKGROUND** Please describe your company and position.I am the Director of Operations of Nexa-Flow Manufacturing SolutionsDescribe what your company does in a single sentence.Nexa-Flow Manufacturing Solutions designs and produces high-precision industrial components and automated machinery for the energy and manufacturing sectors. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?We were in the middle of a major R&D phase for a new line of thermal-resistant alloys. We hired Swanson Reed to help us identify which parts of our engineering process were eligible for tax incentives and to manage the entire application process to ensure we received the maximum tax offset possible. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Pricing fit our budgetReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed conducted a thorough technical assessment of our production facility. Their consultants interviewed our lead engineers to document the technical uncertainties we encountered. They prepared all the necessary technical narrative reports, calculated our eligible R&D expenditure, and handled the submission to the tax authorities from start to finish. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The collaboration resulted in a substantial tax credit that was significantly higher than we had initially estimated. Their detailed audit gave us the confidence that our claim was 100% compliant. This additional capital allowed us to reinvest in a new laboratory and upgrade our testing equipment, directly supporting our future growth.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was very professional and highly disciplined. They set clear timelines and stuck to them. Even though our technical documentation was complex, they were able to distill it into a clear report for the tax authorities. Communication was always transparent, and they were very responsive to our questions.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?What stands out most about Swanson Reed is their technical expertise. They didn't just look at our spreadsheets; they actually understood the engineering challenges we were solving. This 'technical-first' approach is quite unique for a tax firm and gave us peace of mind throughout the project.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?The experience was very efficient. I would suggest adding a dedicated portal for real-time document tracking, but their manual updates via email were so consistent that it wasn't a major issue. Overall, an excellent service. --- #### R&D & Tax Credits Claim for Manufacturing Firm **The Project** - Services: Business Consulting, Financial Consulting, Tax Law - Project size: $10,000 to $49,999 - Project length: Apr. 2025 - Ongoing **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors has helped a manufacturing firm claim R&D tax credits. They’ve reviewed the client's manufacturing logs and technical milestones and prepared narrative reports. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** Managing Director, Precision Alloy Solutions - Industry: Manufacturing - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Mar 4, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors has identified 15% more eligible expenditure than the client's internal accountants have estimated, and their technical report is comprehensive and audit-proof. Their team is organized, efficient, and proactive in asking for the data they need. "“Overall, their service was top-notch.”" **BACKGROUND** Please describe your company and position.I am the Managing Director of Precision Alloy SolutionsDescribe what your company does in a single sentence.Precision Alloy Solutions is a specialized manufacturing firm that develops high-performance metal components and custom alloys for the energy and aerospace sectors.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?We were investing heavily in developing a new heat-treatment process for aerospace alloys. We hired Swanson Reed to help us navigate the complex R&D tax incentive landscape and ensure that our technical documentation met the rigorous standards required to claim tax credits. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Pricing fit our budgetReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed conducted a detailed review of our manufacturing logs and technical milestones. They interviewed our lead engineers to identify eligible R&D activities under the tax code. They then prepared the technical narrative reports and calculated the qualified research expenses (QREs), managing the entire claim submission process from start to finish.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The result was a significant tax offset that directly boosted our annual cash flow. They identified nearly 15% more eligible expenditure than our internal accountants had originally estimated. The technical report was comprehensive and audit-proof, giving us complete confidence in our filing. Describe their project management. Did they deliver items on time? How did they respond to your needs?Their team was very organized and followed a strict timeline. They understood our manufacturing jargon, which made communication very efficient. Every deliverable was submitted on time, and they were always proactive in asking for the specific data they needed to strengthen our claim. What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Their team was very organized and followed a strict timeline. They understood our manufacturing jargon, which made communication very efficient. Every deliverable was submitted on time, and they were always proactive in asking for the specific data they needed to strengthen our claim. Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?We had a very positive experience. Providing a slightly more streamlined digital document portal could enhance the initial data collection phase, but overall, their service was top-notch. --- #### Tax Credit Assessment for Robotic Assembly Systems Company **The Project** - Services: Tax Law - Project size: Less than $10,000 - Project length: July 2025 - Ongoing **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors has conducted an R&D tax credit study for a robotic assembly systems company. The team has identified phases of the client's prototyping work for tax incentives. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** Managing Director, Precision Automate - Industry: Manufacturing - Client size: 51-200 Employees - Review Type: Online Review **The Review** — Feb 26, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors' work has helped the client claim a six-figure tax credit and increase their R&D recovery by 22%. The team has established a structured, repeatable process for tracking engineering hours that meets IRS compliance standards. They're knowledgeable. ""They understood the nuances of our PLC programming and custom robotic integration immediately."" **BACKGROUND** Please describe your company and position.I am the Managing Director of Precision AutomateDescribe what your company does in a single sentence.Precision Automate specializes in designing custom robotic assembly lines and automated material handling systems for the automotive and aerospace industries. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?We develop complex, high-risk automation prototypes that involve significant technical trial and error. We hired Swanson Reed to lead a formal R&D tax credit study. Our goal was to identify which phases of our robotic prototyping—specifically our work on sensor integration and low-latency motor controls qualified for federal and state tax incentives. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Pricing fit our budgetReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed managed the entire lifecycle of our R&D claim. They began by auditing our shop-floor technical logs and interviewing our lead mechanical engineers to isolate 'qualified research activities.' They utilized their TaxTrex platform to streamline our data collection, ensuring that time spent on failed prototypes was also captured. Finally, their team calculated the QREs (Qualified Research Expenses) and drafted a robust technical report that underwent their signature Six-Eye Review to ensure audit protection. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Successfully claimed a six-figure tax credit that significantly offset our prototype development costs.""Increased our R&D recovery by 22% compared to our previous generalist accountant's estimates.""Established a structured, repeatable process for tracking engineering hours that meets all IRS compliance standards.""The final report was delivered two weeks before the tax filing deadline, allowing for a thorough internal review.Describe their project management. Did they deliver items on time? How did they respond to your needs?The project management at Swanson Reed was highly structured and professional. They operated with a clear timeline that respected our busy manufacturing schedule.Timeliness: They were exceptionally punctual. Our R&D tax claim was finalized and ready for submission nearly two weeks before the deadline. They managed to hit every milestone—from the initial technical walkthrough to the final financial audit—without a single delay.Responsiveness: Their communication was excellent. Whenever our engineering team had a question about how to categorize a specific robotic prototype or custom PLC logic under the R&D criteria, Swanson Reed’s specialists provided clear, technical answers within a few hours.Approach: What I appreciated most was their ability to handle the heavy lifting. They didn't just dump a list of requirements on us; they actively participated in our shop-floor reviews to extract the necessary data, making the process low-friction and highly efficient for my operations team.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The most impressive aspect of Swanson Reed is their deep industry-specific technical knowledge. Unlike traditional accounting firms that often struggle to grasp the complexities of mechanical engineering and robotics, their team actually speaks our language. They understood the nuances of our PLC programming and custom robotic integration immediately.Their Six-Eye Review process is truly unique and provided our board with the peace of mind that our claim was technically sound and audit-ready. Additionally, their creditARMOR assurance is a standout feature in the industry it shows they are willing to stand behind their work. They don’t just provide a service; they provide a defensible, high-quality technical narrative that accurately reflects our innovation.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?Our experience with Swanson Reed was overwhelmingly positive and their technical expertise is clear. If I had to suggest one minor area for improvement, it would be the initial onboarding documentation. For a fast-moving manufacturing firm, the initial list of data requirements can feel a bit extensive. A more automated way to pull data from industrial project management tools would be a great future enhancement. That said, their consultants were incredibly helpful in walking us through the process, so it was a very minor hurdle in an otherwise flawless engagement. --- #### R&D Tax Credit Consulting for FinTech Startup **The Project** - Services: Accounting, Financial Consulting - Project size: Less than $10,000 - Project length: July 2025 - Ongoing **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors provides R&D tax credit consulting services for a fintech startup. The team has identified R&D activities, calculated the client's spend, and filed a claim. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** Co-Founder & CTO, FinTech Edge - Industry: Financial services - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Feb 25, 2026 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors has helped the client secure $38,000 in tax credits and discovered 15% more eligible projects than the client's previous accountant. The team is highly responsive, punctual, and accessible. Their technical literacy is a key element of their work. ""They act as a sophisticated bridge between our dev team and the tax authorities."" **BACKGROUND** Please describe your company and position.I am the Co-Founder & CTO of FinTech EdgeDescribe what your company does in a single sentence.FinTech Edge is a financial technology startup that develops highly secure, encrypted payment gateways and cross-border transaction infrastructures for modern digital businesses. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?We are a startup building encrypted payment gateways. Because we spend a lot on solving complex security and latency issues, we knew we were eligible for R&D tax credits but didn't know how to document them properly. We hired Swanson Reed to help us identify these R&D activities, calculate our spend, and file a claim that would help us recoup some of our development costs to reinvest in our product. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?ReferralWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Pricing fit our budgetReferred to meHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Swanson Reed handled the entire R&D study. First, their technical specialists met with our developers to review our sprints and 'uncertainties' in our encryption algorithms. They then quantified our costs, including employee salaries and cloud-server testing expenses. They used their TaxTrex portal to collect our data securely and drafted the final technical narrative for our tax submission. They also provided a risk assessment to ensure our claim was conservative and defensible. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Successfully secured a $38,000 tax credit for our first year of filing.""Discovered 15% more eligible projects that our general accountant had missed.""Saved our engineering team roughly 12 hours of manual documentation work through their streamlined process.""Provided us with a clear roadmap for tracking R&D expenses in real-time for the next year.Describe their project management. Did they deliver items on time? How did they respond to your needs?Swanson Reed’s project management was streamlined and perfectly suited for a fast-paced startup environment. They followed a clear, phase-based roadmap that ensured we were never overwhelmed with data requests.Timeliness: They were incredibly punctual, meeting all our internal milestones and ensuring the final report was ready weeks before our tax filing deadline.Responsiveness: Their team was highly accessible. Whenever we needed clarification on how a specific encryption project fit into the R&D criteria, they responded almost instantly with clear, technical explanations.Adaptability: They integrated seamlessly with our existing workflows. Instead of demanding complex documentation, they adapted to our sprint logs and technical specs, making the entire process efficient and low-friction for our engineering team.What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The most impressive thing about Swanson Reed is their genuine technical literacy. As a CTO, I’ve dealt with many accountants who struggle to grasp the complexities of 'high-level encryption' or 'low-latency infrastructures,' but the team at Swanson Reed actually understood the engineering behind our product.Their 'Six-Eye Review' process is also incredibly unique—it gave our board a high level of confidence knowing that our claim was scrutinized by technical, scientific, and financial experts before submission. They don’t just fill out tax forms; they act as a sophisticated bridge between our dev team and the tax authorities, ensuring that our innovation is translated into the right financial language.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?The overall experience was excellent, and the financial results exceeded our initial expectations. If I had to suggest one minor area for improvement, it would be the initial data collection portal's user interface. While highly secure and functional, a more modern, intuitive dashboard for uploading multi-format technical logs would enhance the user experience for our engineering leads even further. However, whenever we had a question, their support team was quick to step in and assist, so it never delayed our progress. --- #### R&D Tax Credit Services for Business Consulting Company **The Project** - Services: Compliance Consulting, Tax Law - Project size: Less than $10,000 - Project length: Mar. 2024 - Sep. 2025 **Project Summary**: Swanson Reed | Specialist R&D Tax Advisors identified eligible R&D tax credit claims for a business consulting company. The team ensured compliance with R&D tax legislation and documentation requirements. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** R&D Tax Credit Claim Preparation, David LTD - Industry: Consumer products & services - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Oct 30, 2025 **Feedback Summary**: Swanson Reed | Specialist R&D Tax Advisors helped the client receive tax credits, meeting expectations. The team managed the project effectively, working over the weekend to meet the client's deadline and taking calls at night, showcasing their commitment. The client was pleased with the engagement. ""Swanson Reed | Specialist R&D Tax Advisors took my call at 11 p.m."" **BACKGROUND** Please describe your company and position.I am the R&D tax credit claim preparation of David LTDDescribe what your company does in a single sentence.Our company helps businesses grow by providing expert guidance, innovative solutions, and reliable support tailored to their unique needs. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Swanson Reed | Specialist R&D Tax Advisors to accomplish?Identify and maximize eligible R&D tax credit claims to reduce overall tax liability.Ensure compliance with all R&D tax legislation and documentation requirements.Implement a streamlined process for tracking and recording R&D activities for future claims. **SOLUTION** How did you find Swanson Reed | Specialist R&D Tax Advisors?Online SearchClutch SiteWhy did you select Swanson Reed | Specialist R&D Tax Advisors over others?Close to my geographic locationGreat culture fitGood value for costHow many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Form 6765 final letter.   Minnesota R&D tax credit claim **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Reciept of tax creditsDescribe their project management. Did they deliver items on time? How did they respond to your needs?Yes, they worked over the weekend to meet my September 15 tax deadlineWhat was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Swanson Reed | Specialist R&D Tax Advisors took my call at 11 p.m.Are there any areas for improvement or something Swanson Reed | Specialist R&D Tax Advisors could have done differently?Not that I can think of --- ## Packages ## Locations (1) ### Fort Worth, TX (Headquarters) - 1120 South Freeway - Fort Worth, TX 76104 - United States - 10 - 15 employees - Phone: (817) 769-8168 ## Connections - S M Sahul Abrar (Synclance) ## Contact Swanson Reed | Specialist R&D Tax Advisors [Send a message](https://clutch.co/profile/swanson-reed-specialist-rd-tax-advisors)