Swanson Reed

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95 reviews
  • 3 profiles
  • 3 categories
Average star rating
5.0
Serving customers since
1984
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Swanson Reed | Specialist R&D Advisors

66 reviews

Swanson Reed is a leading R&D tax advisory firm serving businesses across Albany, NY. With extensive expertise in research and development tax credits, we help companies identify qualifying activities, maximize tax savings, and ensure compliance with IRS regulations. Our team specializes in assisting industries such as manufacturing, technology, software, and engineering to claim valuable incentives for innovation. Whether you’re a startup or an established enterprise, Swanson Reed provides expert guidance to streamline the R&D tax credit process. Contact us at (518) 801-0616 or visit us to learn more about how we can help your business unlock tax benefits and fuel future growth.

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TaxTrex

29 reviews

TaxTrex is a cloud-based software platform developed by Swanson Reed, designed to assist Certified Public Accountants (CPAs) in preparing and documenting Research & Development (R&D) tax credit claims in-house. It simplifies the R&D claim process into three streamlined, audit-ready steps, enabling CPAs to manage the entire lifecycle of a claim—from initial assessment to final submission—without the need for external consultants. Key Features: •Risk Mitigation: TaxTrex addresses the concern that 82% of CPAs have about the risks associated with preparing R&D claims without specialist help. The platform provides tools to prepare claims with reduced risk. •Peer-Reviewed Methodology: The concepts underlying TaxTrex have been published in North America’s leading tax journal, The Tax Advisor, ensuring credibility and adherence to best practices. •Comprehensive Tools: TaxTrex includes features such as client management, risk assessment, and real-time diagnostic tools to ensure R&D claims are prepared to the highest standard. •High Adoption Rate: The platform is successfully applied to over 1,500 R&D tax credit studies annually, demonstrating its effectiveness and reliability. TaxTrex supports CPAs in offering R&D tax services to their clients efficiently and with confidence, leveraging a structured, research-backed approach. Contact: TaxTrex | R&D Tax Credit Software Address: 1120 South Fwy Ste 127, Fort Worth, TX 76104, United States Phone: (817) 730-9726 Website: https://taxtrex.ai/

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Swanson Reed | España

0 reviews

Swanson Reed ayuda a las empresas a solicitar créditos fiscales de I+D en España. Preparamos créditos fiscales de I+D.

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Swanson Reed Reviews

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Nathaniel  N.
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Nathaniel N.
Managing DirectorInformation Technology and ServicesMid-Market (51-1000 emp.)
09/13/2026
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

Audit-Ready Documentation Without the Internal Headache

Their six-eye review methodology stands out most. Knowing that multiple specialists review our claim before submission gives our finance leadership real confidence that everything is accurate and properly substantiated.
Jonathan  J.
JJ
Jonathan J.
Principal ConsultantInformation Technology and ServicesSmall-Business (50 or fewer emp.)
09/13/2026
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

Audit-Ready R&D Tax Credit Compliance Without Disrupting Developer Workflows

The system bridges our engineering task logs with eligible R&D tax credit classifications without impacting developer workflows. What stands out is how it prompts project leads to attach Jira keys, functional specs, and Git commit hashes directly to time-allocated tasks. The built-in compliance engine continuously checks if technical task descriptions meet qualifying R&D criteria, creating an audit-ready trail of code commits, platform upgrades, and contingent vendor spend in real time.
PV
Purna V.
Principal Consultant & Content LeadMarketing and AdvertisingEnterprise (> 1000 emp.)
09/11/2026
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

Time-Stamped Updates That Keep Campaign Build Tracking Clear and Organized

The platform simplifies capturing technical updates during campaign platform builds as they happen rather than estimating work months later. Scheduled prompts encourage our digital project leads to record technical obstacles and testing iterations directly in the workspace. Having these entries time-stamped with supporting details attached ensures that verifying eligible expenses remains clear and organized.

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HQ Location:
Fort Worth, US

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What is Swanson Reed?

Swanson Reed is a R&D tax advisory firm specializing in helping companies maximize their research and development tax credits and deductions. With a focus on providing comprehensive services, Swanson Reed assists businesses in navigating the complexities of tax legislation, ensuring compliance and maximizing financial benefits. Their team of experts offers a full suite of services, from initial assessment and documentation to audit defense and claim preparation. Swanson Reed is renowned for its client-centric approach, delivering tailor-made solutions to clients across various industries.

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Year Founded
1984