COMPLETE CLAIM PREPARATION

• Proactive claim management throughout the year.  
  
• Interim SR&ED project updates.
  
• Identification of new projects as they occur.
  
• SR&ED project technical descriptions.
  
• Preparation of your claim financials.
  
• Collaboration with your accountant to incorporate the SR&ED claim into your tax return.

ELIGIBILITY ASSESSMENT

• Through our complimentary initial consultation process, we will work together to determine the scope of your eligible projects and related activities.  
  
• If you are claiming or have past claim experience we can help determine if you are claiming at the appropriate level.
• As an outcome, we will provide you a preliminary estimate of your claim size.

CRA REVIEW PROCESS

Should CRA call a review of your claim, we will work with you to prepare and make the review as seamless as possible.

• Review of your projects and activities to refresh you on how the projects align to the SR&ED criteria.
• Work with you in the response to CRA requests for information.
  
• Ongoing communication with CRA throughout the process.

We will support you and your team, where you need it, throughout the SR&ED claim process.

GRANTS & INCENTIVES

We have great familiarity with other grants and incentives.  We'd be happy to discuss whether some of these programs are a fit for your company. 

CLAIM STRATEGY

The initial phase of our engagements will begin with discussions on the appropriate strategy for your claim and cover such topics as:

• Project definition
  
• Claim risks
  
• Areas to improve the support for your claim.
  
• Timing of activities leading up to filing of your claim(s).​​