Audit          

Current Claims                                       

If we have prepared your SR&ED claim, our attendance at technical and or financial audits is part of the negotiated service.  If your staff are not comfortable attending audits, we will represent the company.   We may be present at the first meeting with government officials, or stay in the background to avoid triggering a confrontational atmosphere.  We prefer to give government reviewers the opportunity to express their first impressions and identify issues.  Our greater contribution comes with attendance at the second meeting or in the development of  the written rebuttal.  At least one R&D manager should be present for the technical audit and one accountant for the cost audit.

Contentious Claims

We repair claims prepared by others that have encountered a negative opinion by government reviewers.  We assess the legal position of the company and identify the most appropriate approach.  We only defend your legal entitlements, not necessarily the original claim.  We may recommend a claim restructuring or with-drawl.

Representation

We represent clients at meetings with senior tax management and government policy groups.  We encourage dispute resolution based on the facts, the law and national policy for government programs.