Unlocking R&D Tax Credits for Your CPA Practice:
The LAB’s Growth Playbook
R&D tax credits represent one of the most underutilized revenue opportunities in your client base right now—and with recent legislative changes reshaping how domestic research expenses are treated starting January 1, 2025, the window to act is wide open. The challenge isn't the opportunity; it's having a structured, repeatable process to identify qualifying clients, build defensible documentation, and deliver the work without overwhelming your team.
The LAB's Growth Playbook gives you exactly that—a proven, step-by-step framework to take R&D credit services from scoping to filing with confidence. You'll walk away knowing how to screen your book of business, surface qualifying expenses by industry, automate claim reviews, and package payroll tax offsets for startup clients who need quarterly cash flow.
This isn't theory, it's a practical system built by practitioners who have done this work for nearly 20 years. If you're ready to expand your capabilities and deliver measurable value to more clients in 2025 and beyond, this guide is your starting point.