Our journey begins at our first meeting where, together, we determine key milestones. We kickstart the process by exploring your current research, claim goals and future plans.
How we work
1
Familiarize ourselves with your work and your team.
Personalized guidance: You’ll always know the names and the faces of our very hands-on team of experts.
2
Understand your existing processes and systems.
We take the time to learn how you work and your past challenges with SR&ED.
3
Determine and begin working on eligible projects.
No magic formula, no secret sauce: We believe in the simple and effective power of well-trained and experienced minds to help you navigate the complexities of SR&ED.
4
Identify 'natural checkpoints' in your work to effortlessly track SR&ED.
Process driven but not rigid: We don't force fit into your systems but work with them.
5
Continuously manage your claim as you focus on your projects.
Regular meetings held throughout the year ensure that all claimable work is documented leading to a consistent claim experience.
6
Meet at year end for final reviews and finishing touches.
Our process ensures peace of mind around tax time. No last minute stresses.