SR&ED Tax Credit Consulting

Stop Leaving
Money on the Table

Most Canadian tech companies qualify for SR&ED tax credits but either don't claim them, or claim far less than they're entitled to. Let me help you maximize your refund.

$100K-$500K
Typical claim value for small tech companies
35%-65%
Refund rate on eligible expenses
2-3 years
Can claim retroactively
Interactive Calculator

Estimate Your SR&ED Refund

Quick estimate based on your R&D spending. Actual claims may vary based on eligibility review.

Your R&D Expenses

$
$

80% of contractor costs are eligible

$
0%50%100%

Your Potential Refund

Eligible Expenses
$378,000
If you're a CCPC (small business):
Federal (35%)$132,300
Provincial (~3.5%)$13,230
Total Refund$145,530
If you're a larger company:
Federal (15%)$56,700
Provincial (~3.5%)$13,230
Total Refund$69,930

Note: This is a rough estimate. Actual refunds depend on eligibility review, proper documentation, and provincial rates. Let's discuss your specific situation.

Sound Familiar?

These are the most common challenges I help companies overcome.

Failed Applications

Had your SR&ED claim rejected or reduced? I'll identify what went wrong and help you build a stronger case.

No Documentation

Don't have proper records? I'll help establish processes so your next claim is bulletproof.

Not Sure What Qualifies

Wondering if your work is eligible? I'll review your projects and identify hidden opportunities.

Process Too Complex

Overwhelmed by the process? I'll formalize your development workflow to make claims straightforward.

How I Can Help

Choose the service that fits where you are in your SR&ED journey.

SR&ED Discovery & Identification

Not sure if your work qualifies for SR&ED? I'll review your projects and find the opportunities.

What's Included

Technical review of current and past projects
Identification of eligible R&D activities
Assessment of technological uncertainties resolved
Estimation of potential claim value
Gap analysis of documentation needs
Ideal For
Perfect for companies who haven't claimed SR&ED before or think they might be leaving money on the table.

Why Work With Me?

I've Been on Both Sides

20+ years as a CTO and engineering leader means I know what actually qualifies as R&D. I've led dozens of SR&ED claims for my own companies and for clients—I understand both the technical and business sides.

Technical Depth That Matters

I can speak fluently about your ML algorithms, distributed systems architecture, or novel data processing approaches. The CRA wants to see genuine technological advancement—I help you articulate what makes your work innovative.

Documentation That Passes Audits

I know what CRA reviewers look for. My documentation clearly demonstrates technological uncertainties, systematic investigation, and technical advancement—the three pillars of a successful SR&ED claim.

Common Questions

Is SR&ED worth the effort for a small company?

Absolutely. Even small teams can claim $50K-$200K+ annually. The key is having proper documentation—which is easier if you set up the right processes from the start. That's where I help most.

What if we've never claimed SR&ED before?

Perfect! You can claim retroactively for the past 2-3 years. I'll review your past projects, identify eligible work, and help you file claims for previous years while setting you up for ongoing success.

Do you work with SR&ED consultants or accountants?

Yes! I focus on the technical side—identifying eligible work and writing technical documentation. I work seamlessly with your accountant or SR&ED consultant who handles the financial calculations and CRA submission. Think of me as your technical expert who makes their job easier.

What's your pricing model?

I typically work on either hourly rates for process consulting, or project-based fees for claim preparation. For discovery work, I often recommend starting with a fixed-price assessment to estimate your claim value—then you can decide if you want to proceed.

Ready to Maximize Your SR&ED Claim?

Let's start with a free 30-minute consultation to assess your situation and estimate your potential claim value.

Get Your Free Assessment

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