SR&ED done right.
No salespeople. No handoffs.
Canada's largest R&D incentive, managed by people who actually understand your business. Year-round engagement. Senior expertise. Full CRA audit defence.
How most SR&ED firms work.
The SR&ED industry has a reputation problem. Aggressive sales tactics, junior staff, and a once-a-year model that puts most of the burden on you.
A salesperson closes the deal
Then disappears. You never hear from them again. The person who sold you on the service is not the person doing the work.
A junior gets assigned
Someone who doesn’t understand your business, your technology, or your sector. They send you a questionnaire and wait for you to fill it in.
They pop up once a year
One visit. Collect your documents. Try to reconstruct twelve months of R&D from memory and email threads. File the claim. Gone until next year.
CRA review? Good luck.
When the CRA asks questions, you’re scrambling. The firm that filed your claim is slow to respond, unfamiliar with the details, and you end up doing most of the work yourself.
How we do SR&ED differently.
Year-round engagement
We stay in contact throughout the year. Quarterly check-ins, project tracking, and real-time identification of eligible R&D activities. Not a once-a-year scramble to reconstruct what happened.
A senior executive leads your claim
A PhD or CPA who understands your technology and your sector. The same person, every year. They learn your business deeply and get better at maximizing your claim over time.
We do all the work
Technical narratives, financial schedules, supporting documentation. We write the first drafts from calls with your team — not from a questionnaire you have to fill out. You review and sign off. That’s your involvement.
Full CRA audit defence
If the CRA reviews your claim, we handle the entire process. Correspondence, documentation, meetings. We prepared the claim, we know the file inside out, and we defend it.
We find what you’re missing
Most companies leave eligible activities on the table. Because we’re embedded in your business year-round, we catch R&D work that a once-a-year firm would never know about.
Same rigour as our grant applications
We apply the same methodology to SR&ED that we use for government grants: detailed projections, defensible documentation, and full lifecycle management. Every number is traceable.
What's included in every SR&ED engagement.
Technical Narratives
Written by PhDs and engineers who understand your R&D. Clear, defensible descriptions of each eligible project.
Financial Schedules
Salary allocations, material costs, subcontractor expenses, and overhead. Every number tied to source documentation.
Supporting Documentation
Project timelines, org charts, technical references, and evidence packages prepared for CRA review.
CRA Correspondence & Defence
All communication with CRA handled end-to-end. If your claim is reviewed, we manage the entire process.
Year-Round Project Tracking
Ongoing identification of eligible activities so nothing falls through the cracks between fiscal years.
New Opportunity Identification
We identify additional funding opportunities — grants, other tax credits — as we learn your business.
Quarterly Check-ins
Regular touchpoints to capture new R&D work, track project changes, and keep documentation current.
Amendment Support
Scope changes, reclassifications, and prior-year amendments handled with the same rigour as new claims.
Your R&D deserves better than a once-a-year visit.
Talk to a senior executive who will actually lead your SR&ED claim. 30 minutes. No salespeople.