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SR&ED Tax Credit Consulting

Recover what you’re owed for innovation

We identify, document, and maximize SR&ED tax credits for Canadian companies doing technical work — so you can focus on building.

$4.2B+

Claimed annually in Canada

35%

Enhanced CCPC refund rate

18 mo

Filing deadline window

10

Provinces with R&D credits

SR&ED Federal ITCQuebec R&D Tax Credit (CDAE)Ontario Innovation Tax CreditIRAP / NRC GrantsBC SR&ED Tax CreditAlberta SR&ED Tax CreditManitoba R&D CreditSchedule 31T661 FormProxy Method
SR&ED Federal ITCQuebec R&D Tax Credit (CDAE)Ontario Innovation Tax CreditIRAP / NRC GrantsBC SR&ED Tax CreditAlberta SR&ED Tax CreditManitoba R&D CreditSchedule 31T661 FormProxy Method

How It Works

From assessment to refund

01

Discovery Call

We assess your R&D activities and estimate your potential refund in a free 30-minute call.

02

Technical Interviews

Our specialists interview your team to identify and document every eligible project.

03

Claim Preparation

We prepare your T661, Schedule 31, and all provincial forms — ready for filing.

04

Filing & Support

We file with CRA, handle any reviews, and ensure you receive your maximum refund.

What We Do

Full-service R&D tax advisory

SR&ED Identification

We find eligible projects your team may have overlooked — from software to manufacturing.

Technical Narratives

CRA-ready project descriptions covering uncertainty, advancement, and systematic investigation.

Financial Analysis

Expenditure allocation using proxy or traditional method for maximum eligible spend.

T661 Preparation

Complete Form T661 with all 10 parts — claimant info, project data, and expenditures.

Schedule 31 / ITC

Federal Investment Tax Credit calculation with CCPC enhanced rate optimization.

Provincial Credits

All 10 provincial R&D credit programs — QC CDAE, ON OITC, BC, AB, and more.

CRA Review Defence

Full audit support if CRA reviews your claim — we handle all correspondence.

Accountant Handoff

Filing-ready packages with step-by-step guides for your accounting team.

Multi-Year Recovery

Retroactive claims for up to 18 months past your tax year end.

Programs

Every R&D incentive, covered

Up to 35%

SR&ED (Federal)

Scientific Research & Experimental Development

Canada’s flagship R&D tax incentive. CCPCs earn a 35% refundable credit on the first $3M of qualified expenditures, with a 15% base rate beyond.

Up to 30%

CDAE (Quebec)

Credit for Development of E-Business

Quebec’s premier R&D credit at 30% for CCPCs on eligible salaries. Stackable with federal SR&ED for combined benefits exceeding 65%.

Grant funding

IRAP / NRC

Industrial Research Assistance Program

Non-repayable government contributions for SMEs. Covers salaries, contractors, and materials for innovation projects.

8% – 30%

Provincial Credits

All 10 provinces

From Ontario’s OITC to Manitoba’s 20% R&D credit — we file every provincial program your company qualifies for.

Calculator

Estimate your refund

Real SR&ED math: proxy method (55% overhead), 80% contractor eligibility, federal + provincial rates.

Corporation type:
Province:

Estimated Refund

$555,750

Qualified expenditures

Salary + 55% overhead + 80% contractors + materials

$855,000

Federal ITC (35% CCPC)

Refundable

$299,250

Quebec credit (30%)

RD-1029.8.9

$256,500

Get Exact Assessment

Estimate only. Actual amounts depend on eligible activities and CRA review.

Who We Work With

Built for companies that build

We work with Canadian companies that invest in technical problem-solving — whether you call it R&D or not.

Software & SaaS

Custom algorithms, platform architecture, data pipelines, ML/AI development.

Biotech & Pharma

Drug discovery, clinical process development, formulation research.

Manufacturing

Process optimization, tooling development, material science, automation.

Cleantech & Energy

Renewable energy systems, emissions reduction, environmental tech.

Hardware & Electronics

Circuit design, embedded systems, prototyping, firmware development.

Gaming & Media

Game engine development, rendering pipelines, procedural generation.

Our criteria for working together

Your team solves technical problems — not just uses off-the-shelf tools

You have at least 1 full-time technical employee (developer, engineer, scientist)

You’re a Canadian corporation with a filed or upcoming T2 return

You’re open to a discovery call so we can properly assess eligibility

Provincial Credits

Every province, every rate

30%

QC

Quebec

RD-1029.8.9

8%

ON

Ontario

Schedule 508

10%

BC

British Columbia

T666

10%

AB

Alberta

AT1 Sch 9

20%

MB

Manitoba

T2 Sch 340

10%

SK

Saskatchewan

T2 Sch 403

15%

NB

New Brunswick

Schedule 301

15%

NS

Nova Scotia

T2 Sch 340

15%

NL

Newfoundland

T2 Sch 301

10%

PE

Prince Edward Island

T2 Sch 301

Get Started

Request a free assessment

Tell us about your company and we’ll estimate your SR&ED refund potential. No commitment, no cost. We only succeed when you do.

Free 30-minute discovery call

Preliminary refund estimate within 48 hours

Contingency-based — you only pay when you get your refund

Retroactive claims up to 18 months

We’ll never share your information. Contingency-based pricing — you only pay when you receive your refund.