Expert-led review
Seasoned Canadian specialists for technical review, financial validation, and CRA audit defense—without replacing your team's ownership of the claim.
A CRA-experienced technical consultant reviews your T661 narrative, project boundaries, uncertainty statements, and evidence index before filing.
A CPA specializing in SR&ED validates your salary allocations, contractor schedules, proxy calculations, and reconciliation with payroll records.
End-to-end support from initial CRA letter through final determination. Evidence organization, position papers, and interview preparation.
One-on-one sessions with SR&ED experts to assess eligibility, plan your claim strategy, or review a prior-year denial.
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.
Success stories
Anonymized engagements—how we scoped what was claimable and stayed with the claim through filing. Plain outcomes; no guaranteed refunds.
A Canadian sport-tech team shipping fitness-tracking software was unsure which R&D belonged in SR&ED. Engineering moved fast; documentation lagged; leadership did not want to over-claim or leave eligible work out.
We walked the roadmap with their technical leads, separated routine product work from experimental development, and locked a claimable scope they could defend. Narrative and financial mapping followed that scope.
Eligible work was clear before filing. After each claim went in, the credit came through in roughly two months—so cash planning stayed steady without stretching the claim.
Their team kept the project record. We reviewed soft spots and stayed available if CRA asked questions.
A software team in shipping and logistics had real technical uncertainty in route, tracking, and ops tooling, but early “what counts as SR&ED” passes were either too broad or too cautious. Finance needed a claim they could stand behind; engineering needed language that matched the work.
Joint sessions with engineering and finance to map experiments, dead ends, and system constraints. We tightened the technical narrative to the uncertainties that mattered and aligned costs to the same story.
A defendable package with a clear line between product shipping and experimental work. Leadership had a plain-language view of what was in scope—and what was left out—before anything went to CRA.
Client ownership of the file stayed intact. We challenged weak documentation early so the claim stayed consistent end to end.
Starting at 12.50%. Fee structures that flex to how you work with us—not a tier table. Free access to our AI-enabled platform included.
Learn morePractical answers about SR&ED eligibility, our platform, and expert review.
Book a consultation to discuss technical review, financial review, or audit support.