Grant & Tax Refund Advisor

SR&ED tax credits, government grants, and innovation incentives for Canadian businesses. Identify eligibility, prepare applications, maximize claims.

Eligibility Discovery

Comprehensive review of your operations, R&D activities, payroll data, and technology investments to identify every grant and tax credit program you qualify for.

Application & Documentation

We prepare and submit full SR&ED claims, government grant applications, and innovation incentive filings with the technical documentation reviewers require.

Claim Maximization & Defense

Post-submission support including CRA review responses, audit defense, and ongoing identification of new funding opportunities as programs and policies change.

Who This Is For

✓ Canadian businesses investing in technology, R&D, or process innovation that may qualify for SR&ED or government incentives
✓ Companies that have never claimed SR&ED or have claimed before but suspect they left significant money on the table
✓ SMBs that want to fund growth initiatives through government incentives instead of diluting equity or taking on additional debt

Expected Outcomes

→ Identification of $50K–$500K+ in eligible tax credits and grants that your current accountant or bookkeeper may have missed
→ Professionally prepared claims with robust technical documentation that withstand CRA review not template filings that trigger audits
→ A repeatable system for capturing future credits year after year not a one-time filing that leaves recurring opportunities unclaimed

Why We're Different

→ Most grant consultants focus on a single program. We map your entire operation against federal, provincial, and industry-specific incentives simultaneously maximizing total recovery, not just the easiest claim.
→ Our technology background means we can identify SR&ED-eligible activities other advisors miss. We understand what constitutes experimental development in software, automation, and process engineering not just traditional lab work.
→ We work on contingency where possible you only pay when you get funded. Our incentives are aligned with maximizing your claim, not billing hours.