WHAT WE OFFER

Our process begins with a comprehensive consultation where we sit down with you and your team to gain a full understanding of your:

• Core business operations

• Ongoing and past R&D projects

• Short- and long-term innovation goals

During this session, we’ll walk you through the key requirements for a successful SR&ED claim, identify qualifying activities, and assess your technical and financial documentation readiness. We also evaluate your eligibility for additional government grants, tax credits, and funding programs beyond SR&ED—ensuring you’re not leaving any money on the table.

Once we determine your eligibility, our team will:

• Help gather all necessary technical and financial data

• Write clear, CRA-compliant technical narratives

• Prepare detailed expense breakdowns using the latest SR&ED calculation methods

• File your SR&ED claim on your behalf with precision and compliance in mind

We ensure your submission is accurate, audit-ready, and optimized for maximum return.

If your SR&ED claim is selected for review by the Canada Revenue Agency (CRA), you’re not alone. Our experienced consultants will provide:

• Strategic guidance throughout the review process

• Technical clarification and documentation support

• Representation and communication with CRA reviewers on your behalf

Our audit support is built to protect your claim and your refund, minimizing stress while ensuring compliance.

Our value doesn’t end once your claim is filed. As part of our long-term partnership, we continuously monitor:

• New and updated government funding programs

• Provincial and federal grant opportunities

• Industry-specific incentives and tax credits

If we identify a funding opportunity that aligns with your business goals, you’ll be the first to know. Our goal is to support your growth continuously, not just once a year.