SR&ED Services

We are expert, professional SR&ED services providers with decades of experience.  We're here to help set you up for success, whatever your needs.  Most of our clients are looking for help with SR&ED claim preparation, audit support and/or education.  But if that's not quite what you're looking for, please contact us - we know it's not a one-size-fits-all world and we pride ourselves on flexibility.

Claim Preparation 

We prepare evidence-based SR&ED claims that stand up to CRA scrutiny.  As former CRA auditors we know what CRA is looking for, and we will work with your technical and financial staff to make sure it’s all there.  As former SR&ED performers we also know the value of your time and the difficulties in switching gears to think about past R&D work and costs.  We minimize the impact of our work on your team’s day-to-day activities - generally only a few hours of your team's time are needed (spread out over 3-4 weeks).

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Audit Support 

We act as your representative with CRA throughout the SR&ED claim processing steps.  We handle CRA letters and phone calls, so you don’t have to.  If a claim is selected for audit (not all are), we work with your team to ensure they are prepared and we attend audit meetings with you  As former CRA auditors, we understand the process.  We know what CRA is looking for, and we speak their language.  We have a solid track record of facilitating audits and ensuring the best possible outcome.  We've got your back on this. 

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Education

We can train your staff (technical and financial) to better understand SR&ED requirements, so they can more effectively identify and track SR&ED initiatives during the year.  We can provide guidance on effective SR&ED tracking approaches.  We can even review client-prepared SR&ED claims, to identify potential issues prior to filing.  We've been presenting SR&ED education topics to public and private sector audiences for over 20 years.  We can take the mystery out of it for you.

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