Expert-led review

SR&ED expert services when you need them

Seasoned Canadian specialists for technical review, financial validation, and CRA audit defense—without replacing your team's ownership of the claim.

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Expert Technical Review

A CRA-experienced technical consultant reviews your T661 narrative, project boundaries, uncertainty statements, and evidence index before filing.

From $7,000 / fiscal year

Project eligibility assessment
T661 narrative review and revision guidance
Evidence gap analysis
Pre-filing consultation call
Written review report with actionable recommendations

CPA Financial Review

A CPA specializing in SR&ED validates your salary allocations, contractor schedules, proxy calculations, and reconciliation with payroll records.

From $3,000 / additional report

Schedule 31 and financial schedule review
Salary and contractor allocation validation
Proxy method verification
Provincial credit coordination guidance
Financial review sign-off letter

CRA Audit Support

End-to-end support from initial CRA letter through final determination. Evidence organization, position papers, and interview preparation.

Custom quote

Evidence package organization
Technical position paper drafting
Financial reconciliation support
Team interview preparation workshops
Ongoing CRA correspondence management

Advisory Consultations

One-on-one sessions with SR&ED experts to assess eligibility, plan your claim strategy, or review a prior-year denial.

Book via contact form

60-minute expert consultation
Eligibility screening for new companies
Prior claim assessment
Claim strategy and timeline planning
Written summary of recommendations

Our approach

We believe founders should own their SR&ED claims. Our consultants advise, review, and strengthen your work—they don't replace your engineering and finance teams. Every engagement leaves you more capable for next year's claim.

Frequently asked questions

Practical answers about SR&ED eligibility, our platform, and expert review.

Do I need consulting if I use the software?: Not necessarily. Many teams file successfully using our self-serve platform. Consulting adds value when claims are large, technically complex, in CRA-sensitive sectors, or when you want professional sign-off before filing.
Who performs the technical review?: Our technical reviewers include former CRA scientific research consultants, P.Eng. holders, and PhD-level specialists with 10+ years of SR&ED experience across software, hardware, and life sciences.
How long does a technical review take?: Typically 2–4 weeks depending on claim size and responsiveness. We recommend engaging at least 6 weeks before your corporate tax filing deadline.
Can you help with a CRA audit on a claim we filed elsewhere?: Yes. Our audit support service is available regardless of how your original claim was prepared. Contact us with your CRA review letter to discuss scope and timeline.

Need expert eyes on your claim?

Book a consultation to discuss technical review, financial review, or audit support.

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