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3. Track

• 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.

What People


Our service commitment to you is to be…
​knowledgeable, accountable, cooperative and accessible. 

Claim Your Money! 

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