What We Do
Expertise with Quality
Specialists in SR&ED Claim Preparation
Our core business is SR&ED claim preparation for companies all across Canada. For the past 10 years, we have provided trusted, high quality services to technology companies of all sizes. Most of our clients are software companies, manufacturing companies, industrial process companies/clean tech and life sciences/bio-tech companies. We pride ourselves on both our technical knowledge and tax expertise. We have trusted relationships with the Canada Revenue Agency through our outstanding reputation in the industry.
How it Works Diagram
CFOs and Tax Executives
As the financial executive in your company, we understand your needs when it comes to SR&ED.
CFOs and tax executives need expert help to navigate the SR&ED process, which can be complex, time-consuming, and costly if not done properly. As experts in understanding the complexities of this program, this is why you should work with us to help you simplify this process:
- A reputable firm that works well with your engineering team, has sound knowledge, and can manage the risk. We bring the right technical experience and combine it with specific domain expertise in SR&ED and only SR&ED. We know what we’re good at and stick to it.
- Professionals with a professional background. Our Principal has been employed as Senior Managers at the SR&ED practices of PwC and Meyers Norris Penny (MNP) and have done SR&ED claims as large as $20 Million. We bring a big firm quality and risk management mindset with the agility and client service of a boutique firm. We are not a fly-by-night or “one man shop”. We know what CFOs want.
- A firm that makes promises it can deliver. No missed timelines and empty promises. We assign a dedicated Project Manager and provide you with a clear escalation path.
Engineers and R&D Leads
As scientific, engineering or R&D professionals, we understand your needs when it comes to SR&ED.
Collectively, our founding partner has 15 years of professional SR&ED experience, and our consultants have experience at Big 7 accounting firms and top tier engineering companies.
- A firm that knows your business, your processes, your technology and makes life easy for you.
- Consultants with technical backgrounds that speak your language and quickly understand your technology and work.
- A firm that provides you valuable guidance on how to improve your SR&ED specific processes to minimize risk and maximize claim outcomes.
- A firm that respects your time with a professional, approachable and efficient work style.
- A firm that can help you develop documentation best practices based on your existing internal systems.
Read what some of our clients have to say about our work.