Menu
A la carte assistance for learning how to self-evaluate eligibility, prepare Government of Canada CRA SR&ED claims. Use in-house resources, all while guided through the process by experienced technical and costing experts
SR&ED is a CRA program which offers tax credits to companies and individual tax payers performing
Research,
Applied Research,
Experimental Development
You are the expert in what you do. We aid you self-identifying eligibility. We assist you developing internal processes to perform and manage the SR&ED process. We play whatever role is required to help you file a compliant claim today. We help you build processes for filing future claims.
We help you navigate through the submission, review, audit and appeal process. You learn how to organize, structure and develop the necessary claim elements yourself. Be confident in using the SR&ED program to support your research and development.
Claiming your research or experimental development under the CRA SR&ED program is one step in learning about Government of Canada R&D support programs. Day-to-day the program enables organizations to enhance research budgets for work performed in Canada by Canadian taxpayers.
Learn how to use this program to extend your knowledge or increase your understanding of advances that improve your competitive differentiation. Employees and contractors can be trained to perform the simple tasks required to claim R&D. Financial people can learn the simple tracking and collection steps and costing rules. Pass the completed claim to your tax preparer. Drive your own claim.
To a person CRA SR&ED Branch representatives want to hear from you, the owner of the research or experimental development, about the work you are doing and believe is eligible.
35 years working within the technology as a software company owner, technology project-product manager, and technology consultant, 13 years of which performing SR&ED including as a National Technology Practice Leader and Partner in Canada’s largest Accounting, Tax, and Consulting firm.
If you have ever had to explain your business and industry before starting to describe what you believe is an improvement, you aren’t alone. Employees and contractors appreciate speaking with someone that can speak their language. We can adapt to your terminology and practices based on real world experience making knowledge transfer easier. Our background reduces your time spent learning how to claim going forward
If your R&D requires knowledge in specialized areas of science or to tackle complex costing, we can resource people to assist you. We can introduce you to firms that can provide full service contingency based claiming if that makes sense for your particular circumstance. We have worked with claimants filing from many industries and specialties in each of the CRA SR&ED Branch offices across Canada.
We have experience working in all claiming scenarios from claims that are ‘accepted as filed’ through reviews, appeals and assisting in the preparation of the science side of disallowed claims for Tax Court. If eligible research or experimental development has been done, we can teach you how to claim it, and help you distinguish between eligible versus likely ineligible work or costs. We can guide you to setting up the simple processes to track eligibility, and provide insight into the type of supporting documentation that will be most effective in explaining your claim to CRA.
Make contact to arrange a time to discuss your needs with no cost or obligation to you for the call.