Team Development & Implementation
For mid-sized firms building internal tax credit capability
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.