Our Methodology
SREDmax
Three things matter in a SR&ED claim: how well it's argued, how much you recover, and whether it holds up under review. SREDmax is built around all three.
It's not a black box. It's a repeatable system that combines benchmarking, data analysis, and deep technical interviews into claims that maximize your credit and hold up under CRA scrutiny.
$150M+
In tax credits recovered
300+
Companies served since 2014
Since 2014
Helping Canadian companies claim SR&ED
100%
Rigorous quality review on every claim
Three Pillars
What SREDmax is built on
Every part of our process maps back to one of these three principles.
Maximization
We benchmark your claim against thousands of comparable companies to find expenditures you didn’t know were eligible. The average client recovers 15–20% more than they expected.
Consistency
Every claim goes through the same rigorous quality review before it touches CRA’s desk. That’s why our claims consistently pass CRA scrutiny.
Security
You’re sharing trade secrets with us — source code, formulas, processes. Your proprietary R&D information is protected by enterprise-grade security at every step.
The Human Difference
What automation can't replace
Automated SR&ED tools promise speed. Here's what they can't do: sit with your engineers, understand why an experiment failed, or defend your claim when CRA calls.
We Talk to Your Engineers, Not Just Your Accountant
Most firms send a questionnaire. We send a consultant who sits with your R&D team, learns the dead ends and breakthroughs, and writes a claim that reflects your actual work.
Built to Stand Up to an Audit
1 in 5 SR&ED claims get audited. We write every claim expecting yours will be one of them — and if it is, the same team that built it handles the entire defense.
We've Seen Your Tech Stack Before
Our team has written SR&ED claims across software, biotech, manufacturing, and more. We understand your domain — so you spend less time explaining and more time building.
Boutique Firm, Enterprise Results
Our team combines deep technical expertise with rigorous SR&ED methodology. You get senior-level attention on every claim without the overhead — or the invoice.
The Process
Four steps, start to finish
Most claims are completed within 6–8 weeks. Here's what happens during that time.
Technical Assessment
Our engineers review your projects and interview your team. We’re looking for the technological uncertainties — the problems that weren’t solved by Googling or reading the docs.
Financial Analysis
We go through your payroll, contractor invoices, and materials costs line by line. Our benchmarking tools flag expenditures that most preparers miss.
Claim Construction
We write the technical narratives, build the financial summaries, and run everything through our quality review process. You review the final package before we file.
Filing & Ongoing Support
We file the T661, monitor processing, and if CRA selects your claim for review, the same team that built it handles the defense.
Who It's For
SREDmax works for both sides of the table
Whether you're managing the budget or leading the R&D, here's what you get.
For CFOs & Tax Executives
- Multi-million dollar claims handled — yours won't be our first
- Seasoned team with deep SR&ED and tax expertise
- Proven track record of claims accepted by CRA
- One project manager, one phone number, one email
For Engineers & R&D Leads
- Consultants with CS, engineering, and science degrees
- We work with your Jira, Git, Confluence — nothing new for you to install
- 2–4 hours of interviews per project, we handle the rest
- We've written claims for ML pipelines, biotech trials, and factory automation
See what SREDmax finds in your R&D
Most companies are surprised by how much qualifies. Book a free assessment — we'll show you exactly what we'd claim.