As compliance work becomes automated, CPA firms are increasingly looking to the R&D tax credit already sitting in their client base to grow advisory revenue—and while concerns about technical eligibility, documentation, and staffing often hold firms back, offering it in-house doesn't require building a specialty practice from scratch.

Discover the hidden costs CPA firms face when referring R&D tax credit work to specialty firms and how maintaining control of the client relationship can create long-term value.

Learn how CPA firms can build a scalable, in-house R&D tax credit practice using standardized processes and modern technology, without referring work away or hiring specialists.