Outsourced Delivery
For firms who want to offer high-value tax credits without building their own internal capability
Many CPA firms excel in their core service offerings and are looking to expand but lack the capacity or desire to build new departments. Our Outsourced Delivery service (OUTSOURCE) allows your firm to offer high-value tax credits—such as the R&D tax credit—without investing in internal infrastructure.
The LAB manages the entire engagement in one of two ways:
Full R&D tax credit or other tax credit study preparation under your firm’s brand (white-label)
All client communication, interviews, and documentation are handled by The LAB or a trusted partner
Your firm maintains the client relationship while we handle the back-end execution. For firms that want to gradually build internal capability, training services can be layered into the engagement—allowing you to expand offerings without added strain, staffing pressure, or operational risk.