• 15%

    $50K Cap

    Up to $499K in SR&ED

  • From

    File & Finance

    SR&ED Financing

  • 10%

    $500K+ in eligible SR&ED

Full Service SR&ED

15% Of The Sr&Ed Refund With a $50k Cap On Fees per entity

Our SRED pricing is simple and transparent. As one of our full service clients you can rest assured that your SRED claim is being handled by a CPA led team that has handled over 300 filings and completed well over 500 technical reports. We will schedule a kickoff meeting immediately and establish where your current and future claims are and develop a strategic plan to maximize claims going forward so you can focus on your business.

  • SRED project plan to kickoff the year
  • Quarterly interview with key staff members
  • Technical and financial reports for each project
  • Risk analysis
  • Platform integration for maximum efficiency
  • SRED audit defense and audit process assistance

SR&ED Financing

From 25%*

Our SR&ED pricing is unique in that we have standard options as well as a financing option. Our SR&ED file and finance option allows you to access your capital within weeks.  You can receive access to 75% of your SR&ED refund in advance to use as working capital within weeks. Founders really appreciate having dependable cash infusions they can count on every quarter. As your SR&ED preparer, we take care of all the necessary paperwork, ensuring you have timely access to your hard-earned capital. *The actual rate is determined by our rate, plus that of our finance partner. The cost of financing is determined after our 3rd party partner conducts their own review. Contact us for an exact quote.

  • Get funding as fast as 2 weeks.
  • Get capital infusions every quarter.
  • We take care of all documentation to ensure your infusions are timely.

Lots of SR&ED

10.% of the SR&ED refund

Do you have a lot of SRED? $500K in eligible SRED or more?

Service is exactly the same as our full service level with a lower rate to recognize the large volume of work. Furthermore if you are a single provider and are able to bring on a group of businesses, we are happy to extend that rate once your group has met the eligible SRED criteria.