Your R&D.
Our expertise. Zero anxiety.
We help innovative companies secure SR&ED tax credits and refunds — without the administrative burden.
Unlocking capital in [Pharmaceuticals]
We handle the entire claim.
We handle the entire claim.
Why so many companies leave SR&ED capital on the table (or risk painful audits).
The
Innovation Disconnect
Your R&D in [Pharmaceuticals]
Our expertise. Zero anxiety.
Our expertise. Zero anxiety.
The language barrier
Generalist accounting firms understand finance, but they don't understand technology - like software architecture, control systems, or lab scale-up.
This disconnect leads to vague, generic claims that fail to prove true technological uncertainty to the CRA.
This disconnect leads to vague, generic claims that fail to prove true technological uncertainty to the CRA.
The administrative drag
Your engineers, scientists, and developers are paid to innovate, not to write tax essays.
Forcing them to step away from their sprints or production lines to retroactively document their work in "CRA-friendly" language destroys momentum.
Forcing them to step away from their sprints or production lines to retroactively document their work in "CRA-friendly" language destroys momentum.
The fear of audits
Without deep technical evidence, generalist claims often rely on aggressive financial accounting.
This invites intense CRA scrutiny, turning what should be a straightforward financial benefit into a stressful liability.
This invites intense CRA scrutiny, turning what should be a straightforward financial benefit into a stressful liability.
Deep Technical Translation. Frictionless Defense.
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Many founders successfully file baseline SR&ED claims internally, but hesitate to engage consultants due to fees. Our model eliminates this risk: we protect your historical claim baseline and only apply our success fee to the additional capital we secure for you. You never pay for what you could have done yourself.
01
Peer-To-Peer Expertise
Our technical specialists speak your language.
Whether you are architecting a cloud database, scaling a bioreactor, or overcoming mechanical failure, we understand your underlying constraints without needing a beginner's explanation.
Whether you are architecting a cloud database, scaling a bioreactor, or overcoming mechanical failure, we understand your underlying constraints without needing a beginner's explanation.
02
Background Tracking
We completely remove the administrative burden.
We extract the necessary technical artifacts in the background—pulling directly from your Jira tickets, CAD files, lab logs, or test bench reports—keeping your team focused on their actual work.
We extract the necessary technical artifacts in the background—pulling directly from your Jira tickets, CAD files, lab logs, or test bench reports—keeping your team focused on their actual work.
03
Audit-Proof Architecture
We don't do aggressive accounting; we do deep technical dives.
By aligning your specific investigations and processes directly with CRA criteria, we build bulletproof claims that provide absolute peace of mind.
By aligning your specific investigations and processes directly with CRA criteria, we build bulletproof claims that provide absolute peace of mind.
We help you capture:
You don’t need perfect paperwork. You need a consistent evidence trail.
What problem you were solving
[ uncertainty ]
What problem you were solving
[ uncertainty ]
What problem you were solving
[ uncertainty ]
Our technical specialists speak your language.
Whether you are architecting a cloud database, scaling a bioreactor, or overcoming mechanical failure, we understand your underlying constraints without needing a beginner's explanation.
[ uncertainty ]
What problem you were solving
[ uncertainty ]
What problem you were solving
[ uncertainty ]
Book a short call with our technical team and get clarity on your Baseline Guarantee.
Request consultation
Request consultation
End-to-End SR&ED Solutions
Structuring claims in
[Pharmaceuticals]
We speak your technical language
[Pharmaceuticals]
We speak your technical language
01
SR&ED Feasibility & ROI Assessment
Wondering if your current projects qualify or if the financial return is worth the effort?
We conduct a rapid, no-obligation evaluation of your R&D and technical operations to project your potential ROI and map out a clear path to funding. Make an informed decision before committing any internal resources.
We conduct a rapid, no-obligation evaluation of your R&D and technical operations to project your potential ROI and map out a clear path to funding. Make an informed decision before committing any internal resources.
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02
Strategic R&D Advisory
Maximize your future returns from day one.
We help you design frictionless tracking methodologies before your project even starts, ensuring every eligible dollar is captured effortlessly—whether your team is working on the ground, in the lab, or on the shop floor.
We help you design frictionless tracking methodologies before your project even starts, ensuring every eligible dollar is captured effortlessly—whether your team is working on the ground, in the lab, or on the shop floor.
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03
SR&ED Workshops & Team Training
Empower your R&D, technical, and finance teams with the exact knowledge they need.
Our specialized training sessions teach your staff to naturally identify eligible activities, implement frictionless tracking habits, and communicate SR&ED value to decision-makers.
Our specialized training sessions teach your staff to naturally identify eligible activities, implement frictionless tracking habits, and communicate SR&ED value to decision-makers.
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04
Full-Cycle SR&ED Claim Preparation
From peer-to-peer technical interviews to final financial filings, we handle the entire SR&ED process.
Our frictionless methodology translates your daily operations into audit-proof claims without disrupting your project timelines. Your technical teams stay focused on innovation; we write the reports.
Our frictionless methodology translates your daily operations into audit-proof claims without disrupting your project timelines. Your technical teams stay focused on innovation; we write the reports.
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05
SR&ED Claim Review
Not sure if your claim is maximized or truly audit-proof?
We provide a rigorous second look at internally or externally prepared SR&ED claims. We uncover missed eligible expenditures and eliminate CRA red flags before submission, giving you absolute peace of mind.
We provide a rigorous second look at internally or externally prepared SR&ED claims. We uncover missed eligible expenditures and eliminate CRA red flags before submission, giving you absolute peace of mind.
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06
CRA Audit Defense & Support
Facing a CRA review? We don’t disappear when questions arise.
We provide expert technical and financial defense, directly managing CRA communications to protect your eligible funding and ensure complete compliance.
We provide expert technical and financial defense, directly managing CRA communications to protect your eligible funding and ensure complete compliance.
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Our Track Record
20
+
Years of experience
8500
+
Projects
$
500
M+
Recovered
96.5
%
Success rate
Partner Insights
7 steps
The Checkpoint Process
[step 01]
Entry consultation
A brief, technical conversation to understand your operations to determine your SR&ED potential. No preparation needed.
[step 02]
Eligibility review
We analyze your technical landscape to separate routine engineering from eligible work, identifying your hidden ROI.
[step 03]
Technical discovery
We identify potential SR&ED projects from your work, and translate them into CRA-compliant language. Your team stays focused on innovation, not paperwork.
[step 04]
Claim Preparation & Submission
We identify eligible project costs, draft the SR&ED forms, and develop a technical narrative for the CRA. We then coordinate with your tax advisor to manage the final submission.
[step 05]
Proactive Compliance
Say goodbye to the year-end scramble. We establish a recurring rhythm of monthly or quarterly check-ins to capture eligible activities and costs as they happen.
[step 06]
CRA Audit and Review Defense
We don’t just submit and disappear. We provide expert technical defense and manage all CRA communications to protect your claim.
[step 07]
Funding Secured
Once your claim is approved, we provide a detailed reconciliation of the funding secured. We operate on a success-fee basis—we win only when you win.
Keep building.
We’ll handle the translation.
Your team shouldn’t pause work to “write it for CRA.”
We translate what you’re already doing into a defensible claim—built on evidence, not guesswork.
We translate what you’re already doing into a defensible claim—built on evidence, not guesswork.
Request consultation
Request consultation
Your R&D in
[Pharmaceuticals]
Our expertise. Zero anxiety.
[Pharmaceuticals]
Our expertise. Zero anxiety.
Frequently Asked Questions
How much are you leaving on the table?
Protect your internal baseline. Calculate your hidden SR&ED potential—we only charge a success fee on the extra capital we uncover for you.
A GENERIC CALCULATOR WILL LIE TO YOU.
Standard widgets miss the hidden R&D in your daily sprints and leave money on the table.
True SR&ED is a technical narrative, not a math problem.
We don’t guess.
True SR&ED is a technical narrative, not a math problem.
We don’t guess.
What is the SR&ED program?
SR&ED is Canada’s largest federal tax incentive program, allowing businesses to recover up to 35% of capital deployed to solve complex technical challenges. It is a predictable financial recovery mechanism, not a competitive grant.
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What is the precise difference between R&D and SR&ED?
Standard R&D utilizes proven methods to create commercial products. SR&ED-eligible work begins only when standard engineering fails, forcing your team to overcome a genuine "technological uncertainty" through systematic investigation.
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How much capital can be recovered under current regulations?
Canadian-Controlled Private Corporations (CCPCs) — and, as of 2026, eligible small-cap public corporations — can recover up to 35% of eligible R&D expenditures. With 2026 expenditure limits increased to $6 million and capital expenditures once again eligible, this represents a massive non-dilutive capital injection for scaling businesses.
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Why hire a consultancy instead of filing internally?
Internal engineering teams lack the specialized compliance vocabulary required by the CRA. We act as technical translators, mapping your raw engineering data to strict legal definitions to maximize your return and bulletproof your claim.
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Let’s Assess Your R&D Potential
Start with a pressure-free consultation.
We’ll clarify what likely qualifies, flag key risk areas, and recommend the safest next step based on your activities and timeline.
See what typically qualifies
See what typically qualifies
Direct line:
+1 (365) 525-2505
+1 (365) 525-2505
Prefer WhatsApp or email?
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