Week 0
Free eligibility call (30 min)
Go/no-go, straight answer. We ask what your team builds, where tools failed you, and what's custom. If there's no claim, we say so and tell you what would make one next year.
The plan
From “We Don't Qualify” to Cheque in Hand
Three steps. Clear timeline. Almost none of your time.
Weeks 1–2
Technical interviews
We extract the uncertainty, the failures, the iterations - in your builders' words, translated to CRA's. This is where most DIY claims fall apart. We don't skip it.
Weeks 2–4
Financial mapping
Payroll, contractor invoices, time allocation. Proxy vs traditional overhead method - whichever wins for your claim. Prior-year recovery included if you're inside the 18-month window.
Filing
T661 prepared and filed
Reviewed with you line by line, filed with your corporate return. You see every project narrative before it goes to CRA.
After filing
CRA questions → we answer. Review → we defend.
Refund typically 60–120 days for refundable claims, longer if reviewed. Audit defense is included - no extra invoice.
Year 2+
Documentation system installed
One-hour-a-month habit so next year's claim takes a fraction of the effort. SRED becomes a revenue line, not a scramble.
What we need from you
- 4–6 hours total across the engagement
- Access to your technical people
- Payroll and contractor data for the claim years
- Rough inventory of internal tools and platforms
What we handle
- Technical narrative and project mapping
- Financial calculations and T661
- Filing coordination with your return
- CRA correspondence and audit defense