Our SR&ED Consulting Services
From eligibility assessment to claim preparation and audit defense, our full-service approach ensures maximum SR&ED tax credits.
Eligibility Assessment
We review your R&D activities to determine if they qualify for SR&ED tax credits and provide an estimate of your potential claim amount.
Claim Preparation
Our team of technical writers and financial experts prepare a comprehensive, audit-ready SR&ED claim on your behalf.
Audit Defense
If your claim is selected for review or audit, our team of experts will defend your claim at no additional cost.
SR&ED Training & Documentation
We train your team on how to identify and document SR&ED activities throughout the year, making future claims easier and more robust.
Why Choose Our SR&ED Services?
Industry-Specific Expertise
Our consultants have technical backgrounds in the industries they serve, allowing for deeper insights and more robust claims.
Success-Based Fees
You only pay when your claim is successful. No upfront costs, no hidden fees – our interests are aligned with yours.
94.25% Success Rate
Our claims are approved at a rate far above the industry average, resulting in more tax credits for our clients.
Our SR&ED Services in Detail
Comprehensive SR&ED support for Canadian businesses of all sizes.
Eligibility Assessment
We review your R&D activities to determine if they qualify for SR&ED tax credits and provide an estimate of your potential claim amount.
- Comprehensive review of your R&D activities
- Identification of eligible projects and expenditures
- Preliminary claim amount calculation
- Assessment of documentation requirements
- Strategic recommendations
Claim Preparation
Our team of technical writers and financial experts prepare a comprehensive, audit-ready SR&ED claim on your behalf.
- Technical narrative writing by industry experts
- Eligible expenditure calculation
- Supporting documentation preparation
- Financial schedule development
- Claim submission via CRA portal
Audit Defense
If your claim is selected for review or audit, our team of experts will defend your claim at no additional cost.
- Preparation for CRA meetings and interviews
- Response to CRA information requests
- Development of technical defense documents
- Representation during audit proceedings
- Appeals process management if necessary
SR&ED Training & Documentation
We train your team on how to identify and document SR&ED activities throughout the year, making future claims easier and more robust.
- Custom SR&ED training workshops
- Documentation system implementation
- Project tracking tools and templates
- Ongoing eligibility assessments
- R&D planning for maximum SR&ED benefits
Industries We Serve
Our team has deep expertise across multiple industries, ensuring your SR&ED claim is handled by someone who understands your technical work.
Software & IT
Technology companies often have eligible SR&ED activities but don't realize it. We specialize in identifying qualifying software development work and maximizing claims.
Common SR&ED Activities:
- New algorithm development
- Novel software architectures
- Integration of disparate systems
- Performance optimization research
- Overcoming technical challenges in development
Ready to Maximize Your SR&ED Tax Credits?
Book your free strategy session today and discover how we can help your business.