What we Can do for you...... and How we do it. 

01.  IDENTIFY PROJECTS
Identification of eligible scientific research and experimental development activities that the company has undertaken or is planning to undertake in the future. These include: scientific or technological advancement, scientific or technological uncertainty,· scientific or technical content.

02.  COMPILATION AND INVENTORY
Compilation and Inventory of relevant internal and external financial and technical documentation to support the claim for formal submission to Canada Revenue Agency(CRA). Documentation may include: eligible current expenditures,eligible capital expenditures,library research,· project description(s),progress reports, test results, conclusions, publications, other supporting evidence.

03.  WRITE TECHNICAL PROJECT DESCRIPTIONS

04.  PREPARE CLAIM APPLICATION 
Identify and substantiate documents and match applicable costs to project, Logs – time records, Payroll and Accounting Records.

05.  FILE CLAIM APPLICATION 
Tax planning and tax form filing (coordinate with client of external professional)

06. PARTICIPATE IN TECHNICAL & FINANCIAL REVIEWS 
Participate in CRA technical and financial reviews with appointed representatives of CRA. We will prepare you for your technical review meeting, attend site review meeting(s) between client and CRA Scientific Advisor,  Follow-up if required and provide “Recoup Binder” to CRA Financial Advisor and negotiate on behalf client.

07.  REVIEW SETTLEMENT FOR EITHER ACCEPTANCE OF AMENDMENT
Review CRA Reporting letter settlement for either acceptance or amendment.

08.  PLAN AND REVIEW PROJECT CONTINUITY 
Once we complete the project claims process, we immediately plan for project continuity and establish strategies for future SR&ED claims.