Take a closer look at what we can do for you

In the case of every mandate entrusted to us, we like to establish, early on, a relationship of trust, which is essential for a productive partnership. Our key objective is to maximize your tax credits for scientific research and experimental development (SR&ED).

A visit of your company allows us to identify eligible projects. Our abilities and assets enable us to draw up the required technical and accounting documents. In applying our considerable tax credit experience the SR&ED program, we effectively ensure the complete success of applications filed with the tax authorities.

The following outlines the range of services we offer:

Preliminary analysis

• We meet the company’s employees where they work. We identify our client’s fields of activity and projects eligible for financial assistance or support.
• We define specific in-house activities qualifying for tax credits under the terms of the SR&ED program and determine related refundable expenses.
• We search for, analyze and structure the technical data that supports eligible projects.

Technical and accounting file

Our experts draw up technical descriptions and financial reports to be submitted to federal and provincial tax authorities.

• Documents include:
  - An accurate description of the company
  - A technical description of the work relating to SR&ED
  - A business plan
  - Effective letters of support.
  
• Accounting documents include:
  - A presentation of indicators pointing to the company’s financial soundness
  - Spreadsheets identifying and quantifying SR&ED activities
  - Revised financial statements reflecting this work.
  
• In addition, we ensure that the application is properly supported and complies with the requirements of the Canada Revenue Agency, in order to claim maximum allowable credits.

Auditing

• We serve as experts when the Department of Revenue carries out scientific audits to validate the information provided.
• We carefully prepare our clients’ representatives ensuring effective meetings with representatives of administrative authorities or financial institutions.

Follow-up and support

• We establish a series of steps and protocols making it possible to track costs and provide related technical support documents.
• We provide the necessary support right on our clients’ premises, to help their employees more readily identify projects likely to qualify for the SR&ED program.

Sectors of activity

Our clients come from widely diverse horizons. The following presents
a non-exhaustive list of the sectors of activity in which they are operate: