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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.