Recommended · OUTSOURCE
Outsourced Delivery
Offer credits now, without building internal capability.
Your firm owns
- The client relationship
- Your brand on every study
The LAB handles
- Full study preparation
- Interviews & documentation
R&D tax credits for CPA firms
Your clients qualify. Now your firm can deliver.
$500M+ in credits for 1,000+ companies. Train your team, outsource the study, or build it in-house.
- NASBA-registered CPE sponsor
- No cost until you decide
Credits EstimatorManufacturing client · TY2025
Sample data - Qualified wages
- $412,000
- Supplies
- $38,500
- Contract research (65%)
- $41,600
Qualified research expenses$492,100
Estimated federal R&D credit $41.2k to $48.9k
Credentials & track record
- NASBARegistered CPE sponsor
- Rice UniversityFounder trained as a chemist
- American Chemical SocietyFounder is a member
- MSCAcquired founder’s prior firm, 2024
- Financially Fit BusinessPodcast guest, Ep. 48
Why add R&D credits
The revenue is already in your client book.
R&D credits are one of the most underused opportunities in a CPA firm’s client base. The hard part is delivering them repeatably. That’s what we fix.
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New revenue, existing clients
Qualifying research activity is already in your book. We help you find it and turn it into a service line.
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Lower cost to deliver
Proven processes, documentation and purpose-built tools keep the work from overwhelming your team.
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Clients stay under one roof
Stop referring credits out. Keep the work, and the relationship, in your firm.
Solutions
Four ways to deliver R&D credits.
Choose how involved you want to be, and change it as your firm grows.
Any size firm
Education & Training
Give your team CPE credit and a working command of the R&D credit, or get a custom course built around your clients’ incentives.
- Multi-part R&D tax credit curriculum
- On demand or on your firm’s platform
- No fee for our CPE programs
Typically 2–5 partners
Outsourced Delivery
We prepare the study under your brand and handle interviews and documentation. You keep the client relationship.
- White-label study preparation
- Interviews & documentation handled
- Add training whenever you’re ready
Typically 6–20 partners
Build Your Own Team
We work beside your people until you run a fully operational, scalable in-house credit practice.
- Technical, process & audit training
- Process design & technology integration
- Project management & QC review
Already delivering credits
Ongoing Advisory & QC Review
A technical sounding board and QC layer that keeps your work consistent, defensible and audit-ready.
- Quality control review & technical support
- Audit support strategy
- Custom scope for your team
Find your path
How much of the work should your firm own?
Pick your firm profile or slide the scale to see where to start.
Training fits every point on the scale. See free CPE
Recommended · BYOT
Team Development & Implementation
Build a scalable in-house credit team, without trial and error.
Your firm owns
- Your in-house credit team
- Your process & documentation
The LAB handles
- Technical & audit training
- Workflow & technology design
- QC review & on-call support
Recommended · ADVISORY
Ongoing Advisory & QC Review
Keep delivering, with an experienced technical partner behind you.
Your firm owns
- Day-to-day delivery
- The client relationship
The LAB handles
- QC review & technical support
- Audit support strategy
Webtools
Tools that make the work easier.
We don’t just train and advise. We build the software your team uses on real studies.
R&D Tech Interview Bot
An AI agent that runs project qualification and technical interviews, with real-time progress tracking. Ride-along mode lets you take or hand back control at any point.
Stat Sampling Calculator
Large project volumes still need to be qualified. Our sampling tool makes that viable and efficient, so big studies don’t stall.
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Credits Estimator Members
Estimate R&D credits from easy-to-gather datasets. Adaptive and modular.
Learn more -
WOTC Platform
Manage WOTC work from employee application to filing help, for your whole client portfolio.
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Kipsi setup & training
Already on Kipsi, or moving to it? We handle implementation and train your team.
Learn more
How it works
From first call to a running service line.
No cost and no obligation until you decide.
Start with discovery- 1
Discovery
We learn your goals, your clients and where you want to grow.
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Identification
We pinpoint the credit services that fit your expertise and capacity.
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Service selection
We present options with the estimated ROI of each, so you decide with data.
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Implementation
You choose a statement of work; we guide the build, the workflows and the launch.
Meet the founder
A chemist’s rigor. Twenty years of credit practice.
Les Bryson built and led a nationally recognized tax incentive firm, working closely with CPA firms and middle-market businesses. He turns complex tax concepts into clear, practical strategy.
- in R&D tax credits
- 20 yrs
- companies served
- 1,000+
- credits & incentives claimed
- $500M+
- Rice UniversityTrained as a chemist.
- 2018Founded Probity Tax Recovery.
- 2024Probity acquired by MSC; Les becomes a Partner.
- 2026Launched The LAB for CPA firms.
Industries served: Manufacturing · Technology & software · Food · Pharmaceutical · Mining · Architecture · Engineering · Agriculture
Free CPE
Free CPE on the R&D credit.
Four 1-credit courses from a NASBA-registered sponsor. Or a custom course built around your clients’ credits.
- 01 1 credit hr
R&D Tax Credit Overview
IRC §41 history, intent, statute, IRS guidance and case law.
- 02 1 credit hr
Qualification & Quantification
Separating eligible from non-eligible activities, and calculating the credit.
- 03 1 credit hr
Calculation, Compliance & Entity Strategies
Calculation methods, return preparation, forms and documentation.
- 04 1 credit hr
One Big Beautiful Bill Act: Impact to §174
Domestic research now fully deductible under §174A; foreign R&D still amortized.
The LAB Report
Guidance for forward-thinking CPA firms.
FAQ
Questions firm owners ask first.
Have a question that isn’t here?
Bring it to a no-cost discovery call with Les.
What does The LAB do for CPA firms?
We help small and mid-sized CPA firms add R&D tax credit services through four paths: Education & Training (CPE), Outsourced Delivery (white-label studies), Build Your Own Team, and Ongoing Advisory & QC Review.
Do we need R&D credit experience?
No. Start with training, hand us the delivery, or have us build your team side by side.
Will our clients know The LAB is involved?
Outsourced Delivery is white-label. The study carries your firm’s brand and you keep the client relationship.
How is pricing structured?
Every engagement starts with a no-cost discovery call. We present options with the estimated ROI of each; if you proceed, you choose a statement of work. No cost and no obligation until you decide. Our CPE programs are free.
Do your CPE courses count toward our requirements?
The LAB Business Solutions is a NASBA-registered sponsor on the National Registry of CPE Sponsors. State boards of accountancy have final authority on accepting individual courses for CPE credit.
Can you help with Section 174 and 174A?
Yes. Our One Big Beautiful Bill Act course covers the §174 changes, and The LAB Report covers R&D credit claims for 2022–2024 under Rev. Proc. 2025-28.
Do you work with the software we already use?
Technology integration is part of our team and advisory work. We set up and train firms on Kipsi, and our own Webtools cover interviews, sampling, estimating and WOTC.
How do you think about AI in credit work?
As a tool that enhances expertise, never a substitute for professional judgment. Our three-part series covers the IRS OPR’s AI guidance under Circular 230.
Start the conversation
Let’s find the right path for your firm.
Exploring a new service line, or just want a second opinion? Start here.
Book a callPick a time on Les’s calendar1500 Voss Road, Suite 200 648, Sugar Land, TX 77498
Current client? Upload engagement documents securelyDiscovery request
Tell us about your firm
We’ll follow up to set up your no-cost discovery call.