R&D Tax Credit Preparation and Advisory Services

Swanson Reed offers specialist claim preparation and advisory services:

  • Traditional Credit Calculation: An offset available in certain circumstances equal to 20 percent of the excess of qualified research expenses
  • Start-up Credit Calculation: An offset available in certain circumstances equal to 6 percent of the current-year qualified research expenses
  • Alternative simplified Credit: An offset available equal to 14 percent of the excess of current-year qualified research expenses
  • R&D plan writing and substantiation assistance: Our dedicated team will help prepare the documentation required to formulate and execute experimental activities. This process aims to augment your SR&ED Tax Credit claim potential
  • Audit Defense: Our team of audit specialists will assist you in CRA audit preparation and defense strategies

Why Choose Swanson Reed?

With offices across the nation, Swanson Reed manages all facets of R&D, from claim preparation and audit compliance to management of full claim disputes.

We treat client confidentiality and client tax risk seriously:

  • We are certified to the ISO31000:2009 Risk Management Standard
  • All claims prepared by Swanson Reed undergo a six eye review
  • All claims undergo a technical review involving a qualified engineer and tax agent
  • Our tax risk an general risk management policies and processes are independently reviewed each year
  • We are a Better Bureau Business accredited business

Are you eligible for a SR&ED tax Credit? Find out here.