• Track claim(s) through CRA process
• Update client monthly
4. CRA Assessment & Refund
• Ensure claimant satisfaction
• Plan next SR&ED claim
• Discuss referral credit
1. Assemble Claim(s)
• Identify technology or science
• Attribute costs
• Compile supporting evidence
2. Quality Check & File
• Work with claimant’s accountant
• Confirm SR&ED pre-tax claim value
• QC and file with CRA
How it works.
Our service commitment to you is to be…
knowledgeable, accountable, cooperative and accessible.
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