We help Canadian companies maximize the Scientific Research and Experimental Development (SR&ED) tax incentive by identifying eligible work, preparing well-supported technical and financial documentation, and providing end-to-end claim support.
What We Do
Technical Assessment
We review your projects, development activities, and technical documentation to identify work that may qualify for SR&ED.
Claim Strategy
Building on the technical assessment, we determine the strongest claim strategy by evaluating the technical challenges addressed, the work performed to overcome them, the technological advancements achieved, and the supporting evidence required to prepare a strong, well-supported claim.
Financial Analysis
We identify eligible salaries, subcontractor costs, materials, and other qualifying expenditures, then calculate the available SR&ED tax incentives.
Technical Documentation
We prepare comprehensive technical reports and supporting documentation that clearly demonstrate the eligible work and satisfy CRA reporting requirements.
Tax Forms and Filing Support
Once the technical documentation and financial analysis are complete, we prepare the SR&ED tax forms in Taxprep and provide a complete filing package for your accountant to submit with the corporate tax return or as part of an amended claim.
CRA Review and Audit Support
If your claim is selected for review, we provide ongoing technical and financial support by preparing evidence, responding to CRA questions, supporting technical discussions, and coordinating follow-up submissions until the review is completed.
Outcome
By the end of the process, you will have a complete, well-supported SR&ED claim package that brings together the eligible technical work, financial analysis, supporting documentation, tax forms, and audit-ready evidence required for filing and future CRA reviews.
