SR&ED

Our advisors build tailored plans that align with your business goals. We work alongside your team to implement those plans and handle the preparation and submission of all required tax forms.

We take pride in the long-term collaborative relationships we’ve built with our clients. That means helping you improve how you track projects and expenses, while making sure you have the information needed to support your claim with the CRA.

OUR SR&ED SERVICES

Technical report writing & editing

Technical interviews

Strategic planning

Costing preparation

Claim submission

What is SR&ED?

The Scientific Research and Experimental Development (SR&ED) tax credit is a Canadian government incentive program designed to encourage companies to invest in research and development activities. Eligible expenditures can be claimed on a company’s federal and provincial tax returns. These credits can reduce taxes owed and, in many cases, result in a refund.

The program supports a range of industries including manufacturing, software development, engineering, and biotechnology. The credits can be used to offset taxes owed and can be refunded in cash.

How do I know if my company is eligible?
If your company is developing advanced products and services using proprietary technology, or improving existing technologies, you might be doing eligible SR&ED work.

This work can be done in-house by your team or through Canadian contractors. Investing in and building prototypes may also qualify.

R&D Advisory

There are many federal and provincial funding programs available across R&D, hiring, training, and market expansion. Finding the right program, navigating multiple deadlines, meeting eligibility criteria and preparing the required documentation and matching funding can take time.

Our R&D Advisory service makes your options clear. We review the available programs and deliver a customized grant report highlighting the three best opportunities for your project, saving you hours of time.

Once the best route is established for funding, our team will review the application requirements, provide support organizing your documents and financials, and offer expertise through the process.

The way you proceed is your choice. Manage the application yourself, or work with our funding advisors for additional support including communication with grant agencies and assistance with technical reporting.

Book a 15-minute complimentary grant advisory session with one of our funding experts.

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