A Structured Path to a Sustainable In-House Tax Credit Function

If your firm is ready to bring specialty tax credit services in-house, the team development & implementation (aka Build Your Own Team, BYOT) offering is designed for you. We guide your team through every stage of the process, from fundamental training to the Quality Control Review.

• Fundamental tax credit training on the technical, process, and audit
• Process design and documentation development
• Technology integration and workflow optimization
• Regular project management, training, on-call support, and QC review

We work side by side with your team to ensure knowledge transfer, operational consistency, and long-term sustainability. By the end of the engagement, your firm will have a fully operational, scalable internal tax credit function, without the trial-and-error of building a new service line from scratch.

WORK WITH THE LAB