Collect
We gather project records, financial data and the right technical context.
Claim preparation
Get practical help preparing your SR&ED claim
We turn project interviews, technical records and financial information into a coherent claim that is easier for your team to review and support.
Why the details matter
Claims often become difficult when technical and financial preparation happen in separate silos. A coordinated process keeps the narrative, project scope, people and expenditures aligned.
What you should leave with
- Structured interviews that respect your technical team’s time
- Technical descriptions written in clear, reviewable language
- A documented link between eligible work and claimed expenditures
- A filing package prepared with potential review questions in mind
A focused three-step process
Draft
We prepare the project descriptions and supporting schedules for review.
Finalize
We resolve gaps with your team and coordinate the completed claim package.
Start with a no-obligation conversation
Tell us what your team worked on and where you need help. We’ll use the first meeting to determine whether there is a sensible next step.