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Prepare and document an R&D tax credit study in-house in 3 steps
TaxTrex is AI software that helps CPAs offer R&D tax services to their clients.
3 Simple Steps
Designed for CPAs
82% of CPAs think that preparing R&D claims without specialist help is too risky. TaxTrex allows you to prepare R&D claims with little or no risk.
No conflict of interest
TaxTrex is backed by specialist R&D tax advisor, Swanson Reed. We are 100% independent and only prepare R&D claims. We won’t compete with you for tax work.
Simple integration
All you need to use TaxTrex is an Internet connection. After you and your client register with us, you can start offering R&D tax services to that client immediately.
Full support provided
TaxTrex is a product of Swanson Reed. Swanson Reed prepares 1,500+ R&D claims per year. Integration of TaxTrex entitles you to our extensive R&D expertise.
Based on peer-reviewed published research
TaxTrex is successfully applied to 1,500+ R&D tax credit studies per year. Its concepts were published in North America’s leading tax journal, The Tax Advisor.
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Client management and risk assessment
TaxTrex includes the tools you need to manage and offer an R&D claim service in-house from initial assessment to the claim submission.
Simple process
Visit our features page for more details on each tool.
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Always on track
TaxTrex’s highly secure real-time diagnostic tools will ensure that your R&D claim is prepared to the highest standard.
Expert support and advice
Integrating TaxTrex in your firm gives you full access to our R&D tax expertise and 3rd party advice. With that power at your disposal you will regain control of your client’s R&D claim and generate more advisory fees, all with a limited risk exposure.
We sign-off = No risk to you
Once you and your client have completed the 3 surveys, Swanson Reed will review the information collected by TaxTrex. To avoid any risk exposure to you, we will compile the final submission and provide the 3rd party sign-off.
FAQ
Frequently asked questions
What is TaxTrex?
TaxTrex is AI software that helps CPAs offer R&D tax services to their clients.
TaxTrex is AI software that helps you claim and substantiate the R&D Tax Credit while saving you time and money.
How does TaxTrex work?
Prepare and document an R&D tax credit study in-house in 3 steps.
3 Simple Steps: Learn what to claim (25 minutes) · Complete 3 surveys (1 hour) · Populate application & supporting docs (5 minutes).
How much does TaxTrex cost?
Choose from Fixed or Success Fee pricing. Fixed Fee pricing from $375 per month. Success Fee pricing from 5% of your benefit. See pricing.
How do the surveys work?
TaxTrex sends three 20-minute surveys at regular intervals throughout the year. These surveys were designed by R&D experts to record and capture the scientific process as it occurs.
The TaxTrex survey system is simple yet highly effective. By asking targeted questions at regular intervals throughout the year, TaxTrex significantly reduces the administrative burden associated with claiming the R&D Tax Credit.
What is the risk profile?
One of the fundamental features of TaxTrex is the risk profile algorithm. As data is added to the system, TaxTrex synthesizes the information to form a risk profile for each project. Areas of risk that are identified and flagged include; issues with eligibility, insufficient documentation and high risk activities.
Is TaxTrex based on research?
TaxTrex was the result of academic research published in The Tax Adviser into the R&D claim process. It was designed specifically to help CPAs and their clients document the R&D process in line with the requirements of the IRS and recent case law.