Services
Complete SR&ED Services
From initial eligibility through audit defense, we provide comprehensive SR&ED support tailored to your needs. Expert guidance at every stage of your claim.
What we offer
Three Core Services
We identify qualifying R&D activities and develop audit-ready technical narratives that strategically position your claim. Our documentation captures technological uncertainties, systematic investigation, and advancements in language aligned with CRA expectations.
- Comprehensive eligibility assessment
- Detailed project narratives (Form T661)
- Technical uncertainty documentation
Strategic cost allocation and proxy methods to maximize your refund while maintaining full defensibility. We capture the full scope of eligible expenditures using CRA-approved methodologies.
- SR&ED wage calculation and allocation
- Overhead optimization (proxy method)
- Materials and subcontractor analysis
Full support through CRA reviews with documentation, technical responses, and strategic negotiation. We handle all aspects of the audit process so you can focus on your business.
- Complete audit representation
- Technical review meeting support
- Position paper development
Engagement models
Flexible Service Options
Single Claim
Full service for one tax year. Perfect for first-time claimants or occasional needs.
- Complete eligibility & technical
- Financial optimization
- Audit support included
Success-based fee: 20-25% of refund
Most Popular
Annual Partnership
Year-round support for companies with ongoing R&D. Maximize claims consistently.
- Everything in Single Claim
- Quarterly planning sessions
- Real-time eligibility guidance
- Priority support
Custom fee structure based on volume
Advisory Only
Guidance and review for companies managing claims in-house.
- Eligibility consultation
- Technical review feedback
- Documentation best practices
Hourly or project-based fees
What we offer
Smart claims, not safe claims
Safe claims — basic eligibility filing with minimal narrative. Higher audit exposure, reactive defense.
Smart claims — structured technical positioning, strategic cost optimization, audit-ready documentation.
Most firms file claims. We engineer defensible outcomes.
Ready to start your claim?
Book a free consultation to discuss your needs and get a custom service plan.