Prepare, file, defend.

SR&ED claims

The federal Scientific Research and Experimental Development credit, and related provincial R&D and e-business credits.

A sound claim starts before the writing. We meet the people who did the work, read their records (notebooks, test logs, invoices, commit history) and keep only the projects that hold: a real technological uncertainty, hypotheses, a systematic investigation, an advancement.

• Project screening. What is eligible, what is not, and what is eligible but would be hard to defend.
• T661 technical narrative. Uncertainties, work and advancements, in your team's vocabulary and within the limits of the form.
• Every fact tied to a record. Figures, equipment and results are checked against their source before filing.
• Coordination with your accountant on the financial side: salaries, contracts, materials.
• Documentation advice for the next fiscal year, so that evidence builds up while the work is being done.

Grants and loans

Federal and provincial programs: innovation, capital investment, agri-food, digital, export, environment.

The question is not "what are you entitled to" but "where is your project a strong candidate". We read each program in full, evaluation criteria included, before recommending it.

1. Diagnosis of each project: maturity, timeline, fit with the funding identified.
2. Priorities among funding sources, and an action plan. Where useful, we ask the funding body for a preliminary opinion.
3. Writing the application and its schedules, and coordinating everyone involved.
4. Follow-up during evaluation: answering requests for information, through to the decision.

For capital projects we also cover interest-free loans, project debt and investment tax credits. A grant alone rarely funds a whole project.

CRA review and objection

Technical or financial review, proposed adjustment, notice of objection, appeal.

A letter from the CRA is not a verdict. It is a set of questions, and the quality of the answers matters. We step in whether or not we prepared the claim.

• Full reading of the file: the claim as filed, letters, records, CRA reports.
• Written response to the research and technology advisor and to the financial reviewer.
• Meeting preparation with your technical team: who speaks, about what, with which records.
• Objection report grounded in the Act, CRA policy and the case law of the Tax Court of Canada and the Federal Court of Appeal.
• Expert report for the Tax Court of Canada, in support of your counsel.

Pre-filing review

For a file written in-house or by another firm.

We read the file the way a reviewer would: each statement is checked against its record, and each phrase that could read as routine practice is flagged. You receive a short memo: what holds, what exposes the file, and what to correct or document before signing.