Goulet Process
We begin with a no-obligation consultation:
- Qualify you, our new client, as an eligible claimant, and ensure that optimal organizational structures are in place.
- Identify and qualify all projects at the initiation of each project to capture all relevant project information and maximize your legitimate claim.
- Provide easy-to-use on-line templates for time tracking, involving minimal intrusion into usual daily activities, and available 24/7 to accommodate busy schedules.
- Supply a simple list of required financial information, assist clients and their accountants to compile costs, and involve clients to set early SRED & T2 completion timelines, ensuring and enhancing short-term cash flow.
- Coordinate with external accountant/tax professionals to effect the speedy and smooth recovery of SRED refunds.
- Prepare all CRA SRED tax forms and schedules as necessary, utilizing one of Canada’s top tax software programs.
- Send out monthly SRED claim tracking updates, keeping our clients abreast of their claim’s progress through CRA.
- Expedite SRED claims if in review and champion their defence as necessary.