Case study · Marketing agency
They were about to pay 25% again for the same thin claim
Blue Collar Marketing's last SRED firm charged 25%, filed on one piece of paper, and planned to resubmit the same project at the same fee. We opened the payroll and found a bigger, more honest claim.
Situation
Where they started
Blue Collar Marketing had already worked with a SRED firm. That firm charged 25% of the recovered credit, filled in essentially one piece of paper, and was lining up to charge the same fee again while submitting the same project narrative.
What others said
The industry response
The prior firm treated the engagement as a repeatable form fill. Same project. Same fee. Little investigation into who actually touched the work.
What we found
What changed the claim
We reviewed payroll and project involvement beyond the developer line items. More people had contributed to the experimental work than the prior claim captured. We rebuilt the technical narrative, redocumented the process, and adjusted how they gather evidence going forward so future years are stronger, not thinner.
Outcome
What they walked away with
They claimed roughly double the SRED amount they would have left on the table. We also structured how they capture evidence and scope projects so future years can support larger, cleaner claims. Past results do not guarantee future outcomes. CRA decides.
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