Free Kickoff Review
Book a free review to discuss your projects, learn about SR&ED, estimate potential tax incentives, and define the claim timeline.
Our structured SR&ED process guides your claim from the initial review through filing support, helping you save time and maximize eligible tax incentives.
Book a free review to discuss your projects, learn about SR&ED, estimate potential tax incentives, and define the claim timeline.
We gather project information through meetings, documentation, or secure access to tools such as Jira, Azure DevOps, GitHub, or Notion.
Our experts prepare detailed technical narratives that clearly present the eligible work in a CRA-aligned format.
We identify and map eligible salaries, subcontractor & material costs, and other qualifying expenditures directly to the supporting technical work.
We present the reports and credit calculations, explain the mapping, answer questions, and incorporate any requested revisions.
After your approval, we prepare the required SR&ED tax forms using the finalized technical and financial information.
Your accountant submits the claim with the corporate tax return or as an amendment. We remain available to support you throughout any CRA review or follow-up.
Kickoff review is free, with no obligation.