End-to-End SR&ED Solutions
From your first line of code or lab experiment to final audit defense, we provide a frictionless ecosystem of services designed to fund your innovation without slowing down your operations.
Our expertise. Zero anxiety.
[Pharmaceuticals]
Our expertise. Zero anxiety.
Full-Cycle SR&ED Claim Preparation:
From peer-to-peer technical interviews to final financial filings, we handle the entire SR&ED process.
Our methodology translates your daily operations into audit-proof claims without disrupting your project timelines.
Key Deliverables:
- In-depth technical interviews conducted by our industry experts.
- Drafting of undeniable technical narratives and reports.
- Precise calculation and alignment of all eligible financial expenditures.
The Outcome:
Maximum eligible funding secured with zero administrative burden on your technical teams.
You focus on innovation; we write the reports.
SR&ED
Claim Review:
Not sure if your claim is maximized or truly audit-proof?
We provide a rigorous second look at internally or externally prepared SR&ED claims before submission.
Key Deliverables:
- Comprehensive audit of your drafted technical narratives.
- Financial review to uncover any missed eligible expenditures.
- Proactive identification and elimination of potential CRA red flags.
The Outcome:
Absolute peace of mind and maximized financial returns before you hit "submit."
SR&ED Feasibility & ROI Assessment:
Wondering if your current projects qualify or if the financial return is worth the effort?
We conduct a rapid, zero-risk evaluation of your R&D and technical operations to project your potential ROI.
Key Deliverables:
- High-level review of your current R&D environment.
- Identification of eligible activities according to CRA guidelines.
- Accurate estimation of potential tax credits and financial returns.
The Outcome:
A clear, no-obligation projection of your potential funding so you can make an informed decision before committing any internal resources.
Strategic R&D
Advisory:
Maximize your future returns from day one.
We help you design frictionless tracking methodologies before your project even starts, ensuring every eligible dollar is captured effortlessly.
Key Deliverables:
- Customized tracking frameworks tailored to your specific industry.
- Integration of SR&ED compliance into your existing project management tools.
- Frictionless tracking habits built into your daily workflow, whether your team works on the ground, in the lab, or on the shop floor.
The Outcome:
An R&D roadmap that flags eligible work before it happens — evidence captured in real time, not reconstructed at year-end.
SR&ED Workshops &
Team Training:
Empower your R&D, technical, and finance teams with the exact knowledge they need.
We provide specialized training sessions to help your staff understand the SR&ED process.
Key Deliverables:
- Interactive workshops on identifying eligible R&D activities naturally.
- Training on implementing frictionless time and material tracking.
- Executive presentations to communicate SR&ED value to decision-makers.
The Outcome:
Engineers who document as they build — capturing exactly what the CRA requires inside the tools they already use, without slowing down development.
CRA Audit Defense
& Support
Facing a CRA review? We don’t disappear when questions arise. We provide expert technical and financial defense, directly managing CRA communications to protect your eligible funding.
Key Deliverables:
- Strategic preparation and mock-reviews with your technical team.
- Direct representation and communication with CRA reviewers.
- Expert defense of both the technical and financial aspects of your claim.
The Outcome:
Your capital is protected by experts who stand by their work, ensuring complete compliance and reducing your anxiety to zero.
Uncompromising quality.
Zero upfront risk.
Our partnership is built on accountability.
Our expertise.
Zero anxiety.
Frequently Asked Questions
We speak your technical language
Why are the new CRA guidelines considered misleading?
The CRA simplified its language, but not the underlying legislation. Companies frequently mistake their commercial milestones for technological advancements, leading to flawed claims, severe audit risks, and rejected submissions.
What constitutes "contemporaneous documentation"?
Contemporaneous documentation refers to raw evidence generated during the execution of the work. Retroactive documentation drafted months after project completion is heavily scrutinized and frequently rejected by the CRA.
Why hire a consultancy instead of filing internally?
Internal engineering teams lack the specialized compliance vocabulary required by the CRA. We act as technical translators, mapping your raw engineering data to strict legal definitions to maximize your return and bulletproof your claim.
How should our technical team interact with a CRA Advisor (RTA)?
Treat the review as a peer-to-peer technical defense, not an audit. Lead with your senior engineers, focus exclusively on the technological roadblocks, and rely heavily on visual architecture diagrams rather than industry jargon.
What are the escalation protocols if a claim is denied?
The CRA provides a strict, three-tier escalation framework: an initial dispute resolution dialogue with the reviewer, an escalation to the Review Manager, and ultimately a formal Notice of Objection — filed within 90 days of assessment and, if required, carried to the Tax Court of Canada.
Let’s Assess Your R&D Potential
+1 (365) 525-2505