Swanson Reed | Specialist R&D Tax Advisors

BACKGROUND

Please describe your company and position.

I am the R&D tax credit claim preparation of David LTD

Describe 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 Search
• Clutch Site

Why did you select Swanson Reed | Specialist R&D Tax Advisors over others?

• Close to my geographic location
• Great culture fit
• Good value for cost

How many teammates from Swanson Reed | Specialist R&D Tax Advisors were assigned to this project?

1 Employee

Describe 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 credits

Describe 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 deadline

What was your primary form of communication with Swanson Reed | Specialist R&D Tax Advisors?

• Virtual Meeting
• Email or Messaging App

What 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