
Consulting & Training
Experienced claimants often choose to prepare SR&ED claims in-house. We are available to act as external advisors, providing training on SR&ED policies (technical and financial) and reviewing draft technical and/or financial applications. We can provide guidance on setting up new documentation practices to help you spend less time on documentation, more on R&D.

Specialized Editing for SR&ED
In a rush but don’t require a full-service solution? Engage one of our talented SR&ED writers on an as-needed basis.
We’re the creators of the only online training manual for SR&ED – why not engage us to work directly with your team? Ensure the safety of your refund by training your team on program requirements and claim preparation techniques.

Risk Analysis for SR&ED Funding
What if you want to finance your SR&ED refund? We can help. We are often asked by lending groups to provide a risk analysis of SR&ED applications (either pre- or post-submission).
This fixed-fee option can help you identify areas of risk and either address them or prepare to mitigate them.