SRED Expert

We translate your process and technical documents into successful claims.

Experimental Development

"It is not what you do with the technology, but what you do to the technology."

Experimental development of commercial products and processes are exclusively assessed through interview and investigation of company documentation and artifacts.

Commercial success of product or process is not relevant.

Getting your point across

"The phrase 'trial and error' is equivalent to 'seeing what sticks'

and will kill your claim."

Identification and communication of technical advancement and uncertainty - together with retention of experimental records - form the basis of successful claims when based on systematic investigation.

Communication terminology is important. Use of the three words ‘trial and error’ in an SRED audit or any other instance will result in unsuccessful claimants.

CRA SRED auditors are skilled, sophisticated individuals who require material to audit, absence of which results in claim rejection. 30 years ago, auditors could retrace claims for seven years and overlook nonexistent experimental records, but those days have been lost to history.

Our Advantages

We value your confidentiality and do not require extensive access to financial records – we produce the supporting claim documents for your accountants to include with your tax filings.
Unlike our competitors, we charge a flat fee rather than a percentage of the claim value.
First 1-hr consultation is free.
Record creation and retention are common issues we have witnessed over the past 35 years pursuing R+D projects. Creation of intelligible experimental records not only assist experimental teams with their process but are key to communicating an acceptable SRED claim that can withstand an audit.

Our Portfolio

Industrial Metalworking:

Aluminum and precious metal products and processes
Casting, rolling, joining via pressure welding, ultrasonic welding, diffusion, drawing, hydraulic forming

Industrial Machining:

Machine design and development
Casting, roll bonding, aggregate processing

Food and agriculture:

Novel rice-based pasta
Biofuel production

Electronics:

Custom T5 fluorescent assemblies
Photovoltaic cell system control

Marine Products:

Fiberglass, wood, aluminum vessels

Wood products and processes:

Optimizing low-grade softwood lumber for the creation of pallets, appliance bases, and related products
Navigating international approvals for wood-based commercial products

About the Owner

University of Toronto Engineering Science, Aerospace '78
45 years industrial R+D experience
- Canadian SRED project claim preparation
- United Kingdom R+D claim prep
- Invest Northern Ireland project guidance and preparation
- Business development (including international).