Connect with our SR&ED agent today. Give us a call at 365.525.2505 to learn more.

Our take on SR&ED

Continuous Engagement.

We see SR&ED as more than just a year-end activity. To us, it’s about ongoing communication to build effective documentation for a robust claim.

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.

2

We take the time to learn:
How you work and your past challenges with SR&ED.
Design

3

Determine and begin working on eligible projects.
Board

4

Identify ‘Natural Checkpoints’ in your work to effortlessly track SR&ED.
Maintenance

5

Continuously manage your claim as you focus on your projects.
Leader

6

Meet at year end for final reviews and finishing touches.