Ongoing Advisory & Quality Control Review
For mid-sized firms that want to continue building on existing tax credit capabilities.
As CPA firms expand into specialty tax credits, the real challenge often isn’t getting started—it’s maintaining technical confidence, consistency, and audit readiness over time. Our Ongoing Advisory & Quality Control Review (ADVISORY) service is designed for firms that are already delivering tax credit work and want an experienced partner to provide oversight, guidance, and validation as needs arise.
The LAB can assist in some or all of the following ways:
Ongoing training and support
Client service and project management
Process design and documentation
Technology integration
Quality control review and technical support
Audit support strategy
We can even create a custom scope to support you and your team. By partnering with The LAB, your firm gains a trusted technical sounding board and quality control layer—helping you deliver consistent, defensible work while protecting your reputation and client relationships as your specialty tax credit practice evolves.