Service
Professional Training
Training built around real fact patterns and real examination outcomes rather than a recitation of the statute.
How it works
Programs are structured for the audience. Accounting firms receive a practitioner track covering qualification analysis, calculation mechanics, state programs and examination defense. In-house teams receive a track focused on their own industry, systems and documentation workflow.
Each module works through anonymised case studies, including claims that failed, because the failures teach the evidentiary standard more effectively than the successes.
Sessions are delivered live, remotely or on site, and can be structured to support continuing professional education requirements.
Who this is for
CPA firms, corporate tax departments and finance teams building internal capability.
Find out what your research actually qualifies for
A scoping conversation takes thirty minutes and costs nothing. You leave with a view on eligibility, likely credit range and the documentation you would need.