Adam Rogers

Chairperson, Research Credit Integrity Alliance

Principal and Partner, Swanson Reed

years in R&D tax credits: 20+
registered tax agent since: 2005
publications and whitepapers: 11
jurisdictions covered: 5

Adam Rogers is the chairperson of the Research Credit Integrity Alliance.1

He is a Principal at Swanson Reed (SR Tax Services LLC) and carries out the editorial review and fact check of publications on the Research Credit Integrity Alliance in accordance with our editorial standards.1

Profile

Adam is a Principal and Partner at Swanson Reed and has spent more than 20 years working on R&D tax credits.1 He trained as a mechanical engineer and worked as a university researcher in fluid mechanics and thermodynamics before moving into tax. Since 2005 he has worked only in the research credit field, as a registered tax agent.1

His work spans five jurisdictions, and he has written 11 publications and whitepapers, published across five countries.1 That writing connects three things that are often treated separately: tax legislation, engineering practice and national innovation policy.1

Areas of expertise

Research tax incentives He is regarded as a leading authority on the research credit under Section 41 of the Internal Revenue Code in the United States and on the SR&ED program in Canada.1
Substantiation and disputes His focus includes the technical documentation that supports a claim, R&D audits by HMRC in the United Kingdom, and the defense of claims before the tax courts.1
Innovation policy He created the inventionINDEX, has written on patent box tax regimes, and presents at policy symposiums around the world.1
Jurisdictions His research covers the United States, Canada, the United Kingdom, Ireland and Singapore.1

Leadership and advisory roles

Chairperson, Research Credit Integrity Alliance The initiative behind this site, which asks Congress to prohibit contingent fees in federal R&D tax credit engagements. Its position is set out on our policy pages.1
Chairperson, Patent Grants Think Tank A group working on international patent policy that advises governments on patent incentives granted as an entitlement.1
Headmaster, R&D Tax Academy A Swanson Reed training and development platform for R&D tax practitioners, set up in June 2020 during the pandemic. It serves practitioners in the United States, Canada, the United Kingdom, Ireland and Singapore.1

Technical compliance and technology

Technical compliance As Swanson Reed's lead technical compliance partner, he directs the firm's international R&D tax operations and its strategy for defending claims under audit.1 Swanson Reed also describes him as its director of technical compliance.2
Technical guidance He has issued technical guidance on the rules applied by the IRS in the United States, the CRA in Canada, HMRC in the United Kingdom, Revenue in Ireland and IRAS in Singapore.1
Technology He leads Swanson Reed's technology work, including the AI agents behind the TaxTrex and creditARMOR platforms, which are built to support substantiation and reduce risk.1
Grant platforms He guides how Grant Ninja fit into the wider Swanson Reed network.1
Speaking He is a regular keynote speaker in North America, Europe and the Asia Pacific region.1
Clients He advises Fortune 500 companies and other multinationals. Clients named on his Swanson Reed profile include Walt Disney Parks and Resorts, Caterpillar, Rio Tinto Limited and Six Flags Entertainment Corporation.1 They are named here as clients of Swanson Reed's advisory work only. Being named does not mean they support the Research Credit Integrity Alliance's position.

Publications

Peer reviewed journals and industry publications

"Practical Documentation of QRAs for the R&D Tax Credit", The Tax Adviser (AICPA), July 2016.1
"Should the United States Enact a Patent Box?", The Tax Adviser (AICPA), November 2016.1
"Practical Documentation of Qualifying Research Activities for the SR&ED Tax Credit", Journal of Accounting and Taxation, Vol. 11, No. 1, January 2019.1
"Documentation Required for Research and Development Tax Relief", Taxation (United Kingdom), March 2022.1
"Practical Documentation for Substantiating R&D Tax Claims in Singapore", innovation.CAFE Academic Journals, January 30, 2025.1
"Developing a Substantiation Strategy for the Irish R&D Tax Credit", innovation.CAFE Academic Journals, December 15, 2025.1

Whitepapers and think tank research

"The inventionINDEX: Theory Whitepaper, Measuring Innovation Elasticity", Swanson Reed Think Tank, 2021.1
"The inventionINDEX: Practical Applications Whitepaper", Swanson Reed Think Tank, 2021.1
"Patent Grants Program and the Innovation Pipeline", Swanson Reed Think Tank technical publication, 2022.1
"The inventionINDEX: Early Warning System Whitepaper", Swanson Reed Think Tank, 2023.1
"Collaborative Patent Grants: Boosting University Collaboration", concept paper, 2016.1

Sources

Swanson Reed, "Adam Rogers", team profile, https://www.swansonreed.com/about-us/our-team/adam-rogers/ (accessed 14 October 2026). Back
Swanson Reed, "Our Executive Leadership Team", Board of Principals, https://www.swansonreed.com/about-us/board-of-principals/ (accessed 14 October 2026). Back