Goulet Process

We begin with a no-obligation consultation:

Qualify you, our new client, as an eligible claimant, and ensure that optimal organization 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 SR&ED & T2 completion timelines, ensuring and enhancing short-term cash flow.
Coordinate with external accountant/ tax professionals to effect the speedy and smooth recovery of SR&ED refunds.
Prepare all CRA SR&ED tax forms and schedules as necessary, utilizing one of Canada's top tax software programs.
Send out monthly SR&Ed claim tracking updates, keeping our clients abreast of their claim's progress through CRA.
Expedite SR&ED claims if in review and champion their defence as necessary.

The Goulet Proven 4 Step Process

1) Assemble Claim(s)

2) Quality Check & File

We will work with your accountant to ensure financial records are consistent and correctly reported
Confirm SR&ED pre-tax claim value
QC and file your SR&ED claim with CRA

3) Track

Track claim(s) through the CRA process (receiving documents, appraisal of documents, decision, and if required, review stage
Updates are provided monthly to our clients, keeping them informed throughout the process

4) CRA Assessment & Refund

Ensure claimant satisfaction throughout the claim period
Plan the next SR&ED claim keeping in touch with the client and informing the client as to which documentation is required
By providing Goulet Associates with a referral, our clients are provided a credit