Reports

  Start-Ups

 Inventors considering incorporation or start-up companies developing their first product, can benefit immensely from an expert evaluation of their R&D environment and the potential for government funding.  We conduct a site inspection and prepare a written report outlining the best way to conduct your product and process development to maximize government contribution.   Such reports of potential cost recovery can be utilized to negotiate bank financing.  We also advise on proper R&D records to facilitate future claims.  New companies that fail to plan their SR&ED, plan to fail.

Strategy Papers

 Companies with a history of industrial R&D may still benefit from an evaluation of their SR&ED cost recoveries.  Each company has a unique business culture and R&D environment.  Government policies regarding eligible work and qualifying expenses need to be analyzed in the context of your company and activities.  We can prepare an executive summary detailing the appropriate government documents and tax court decisions that should influence your R&D planning.  Such summaries may also form the basis of a stronger defence for a contested claim.

Project Descriptions

Many researchers and shop-floor personnel are too close to the technology to effectively summarize the R&D for a general audience. Furthermore, they are apprehensive of preparing tax documentation.  We re-write their R&D reports or gather details by staff interviews to develop project descriptions that government reviewers can deal with.

R&D Proposals:

Major R&D programs may benefit from an up-front government ruling as to qualifying costs and activities for tax credits or other government incentives.  We prepare such proposals and can present on behalf of the company.