Trow speaks with specialty tax advisor Michael Lauer about how small and mid-sized accounting firms can responsibly uncover R&D tax credit opportunities for their clients.

They discuss who actually qualifies (beyond tech startups), common industries accountants overlook, and why strong accounting systems not just bookkeeping are critical to maximizing tax outcomes. The conversation also explores how firms can work with specialists, create recurring advisory value, and build deeper client relationships in a changing profession.

A practical discussion for accountants looking to increase firm revenue, retain better clients, and move from transactional work to long-term advisory relationships.