Services
ComprehensiveSR&EDSupport
SR&ED Eligibility Assessment
We assess your R&D activities against CRA’s SR&ED eligibility framework, focusing on technological uncertainty, systematic investigation, and technological advancement to determine what work genuinely qualifies.
Technical Report Preparation
We prepare clear, CRA-aligned technical narratives that explain the uncertainties addressed, the experimental approach taken, and the resulting technological advancements.
Financial & Expenditure Mapping
We identify and map eligible SR&ED expenditures, including salaries, proxy amounts, materials, and contractor costs, ensuring consistency with CRA rules and claim methodology.
Claim Filing & Submission
We coordinate SR&ED claim submission, perform internal consistency checks, and ensure technical and financial documentation aligns across all CRA filing requirements.
CRA Review & Audit Support
If your SR&ED claim is reviewed, we support responses with structured explanations, technical clarification, and properly aligned supporting evidence.
R&D Strategy & SR&ED Advisory
SR&ED services are provided based on eligibility, documentation quality, and CRA review outcomes. No credits are guaranteed. We do not support false, misleading, or fabricated SR&ED claims. Inquiries seeking inflated or non-compliant claims will not be accepted.
OurProvenSR&EDClaimProcess
Our process is designed to identify eligibility and compliance risks early and address them through clear documentation and CRA-aligned methodology.
Initial SR&ED Assessment
We conduct an initial discussion to understand your R&D activities, development context, and whether SR&ED eligibility is likely before proceeding further.
Technical & Eligibility Review
We review project details, technical challenges, and development approaches to assess technological uncertainty, experimentation, and potential advancement.
Guidance & Claim Direction
We provide clear guidance on what qualifies, what does not, and how SR&ED documentation should be structured to support a defensible claim.
EligibleSR&EDExpenditures
Identify eligible SR&ED expenditures related to qualifying R&D activities, subject to CRA rules and review
Salary Costs
Salaries and wages directly attributable to eligible SR&ED work may be claimed in proportion to time spent on qualifying R&D activities, subject to CRA rules and applicable limitations.
Material Costs
Materials consumed or transformed directly in the course of SR&ED experimentation or prototype development may qualify as eligible SR&ED expenditures.
Outsourced Contracts
Payments to third-party contractors for SR&ED-related work may be eligible, subject to CRA eligibility rules, arm’s-length considerations, and applicable expenditure reductions.
SR&EDProcessingTimelines
CRA processing timelines for SR&ED claims vary based on corporation type, claim complexity, and whether a technical or financial review is required.
Typical Range
60–180 Days
CCPC
Refund-only CCPC claims are often processed faster and may be completed within approximately 60 days when no review is required.
Non-CCPC
Non-CCPC claims generally take longer to process and may require several months or more, particularly if subject to technical or financial review.
CRA Service Standards
CRA publishes service standards for SR&ED processing; however, actual timelines may vary depending on claim complexity and review requirements
IllustrativeSR&EDFinancialImpact
When SR&ED eligibility criteria are met, tax credits can meaningfully offset R&D costs and support continued innovation.
A qualifying CCPC with approximately $210,000 in eligible SR&ED expenditures may generate up to ~$135,000in SR&ED Investment Tax Credits in a given year, depending on eligibility, methodology, and CRA review. year.
3-Year SR&ED Credit Estimate
Up to ~$405,000 in potential SR&ED credits
MakingtheSR&EDProcessEasiertoNavigate
We apply technical expertise and structured processes to help companies navigate SR&ED requirements with clarity, consistency, and compliance.
Accurate Credit Identification
We identify eligible SR&ED expenditures through disciplined assessment and precise documentation, avoiding inflated or unsupported claims.
Reduced Internal Burden
We manage the SR&ED workflow efficiently, reducing the time and effort required from your internal technical and finance teams.
Reduced CRA Review Risk
Clear documentation, consistent reporting, and CRA-aligned methodology help reduce reassessment and review exposure.
CRA-Aligned SR&ED Expertise
Our team applies a deep understanding of CRA SR&ED policies to ensure claims are technically sound and defensible.
Structured Data & Documentation Tools
We use structured tools to support data collection, documentation consistency, and traceability across SR&ED activities.
Technology Integrations
Our workflow integrates with your existing development and finance processes to support ongoing SR&ED documentation without disruption.
FrequentlyAskedQuestions(SR&ED)
1. How do I know if my work qualifies for SR&ED?
2. What types of R&D activities typically qualify for SR&ED?
SR&ED commonly applies to work involving unresolved technical challenges where standard methods were insufficient. This may include software development, engineering design, manufacturing process improvements, scientific experimentation, or prototype development.
Routine development, standard debugging, and commercial production do not qualify.