Our primary service is assisting firms with the preparation and submission of Scientific Research and Experimental Development (SR&ED) tax credit claims. Many firms, in a variety of industries, under-claim their full cash/tax credit support entitlements.

Our goal is to assist these firms in maximizing their potential to claim and receive this funding support.

The key to the growth and success of our company comes from our ability to focus on the needs of our clients. We take the time to meet with our clients, to learn about their business, discuss any potential R&D activities, explain the nature and characteristics of the SR&ED program, and to help them understand how they can access government programs to support the costs of their R&D efforts.

Our Process

We employ a “cradle to grave” approach in all of our engagements.

Typically we would start by holding an initial meeting with the client’s senior management and technical staff in order to scope out the eligible activities.

Next we would request an initial internal calculation of expenditures and any assistance and/or contract payments received on account of the SR&ED activities prepared by our client.

From this point we will direct our activities in an effort to maximize the potential investment tax credits. The anticipated work will include: meetings with key corporate personnel; the identification and review of any additional potentially eligible projects, expenditures and any related sources of financial assistance and/or contract payments; researching the appropriate treatment of activities, expenditures and receipts; and the calculation of all expenditures identified as eligible to be claimed based on the client’s qualified SR&ED activities.

We provide our client’s technical personnel with assistance and guidance on the preparation of the technical project descriptions required to be submitted as part of the SR&ED claim. We will then undertake to edit/provide any feedback necessary to improve the description(s) to be submitted to CRA with the SR&ED claims.

We will prepare all financial forms and schedules necessary to be input on to the corporate tax returns by either ourselves or our client’s accountants. We will also undertake to review the completed tax returns prior to filing in order to ensure that the returns accurately reflect the information prepared by ourselves relating to the eligible SR&ED activities for the years being claimed.

Once the claims have been submitted we will follow their progress and also attend any meetings, research and prepare any additional information, which might be required, in order to support the claims submitted to CRA.


Our Fees

The fees for our services can be based upon either an hourly rate or on a contingency arrangement.

Under a contingency arrangement our compensation will be based upon a percentage of the tax credits approved by the CRA for our client. Thus we are compensated not on what we claim, but on what we deliver to our client.