Choosing an SR&ED consultant is about spotting who finds and defends your refund versus who just fills a form. Here are the green flags and red flags.
Most SR&ED refunds are lost to a short list of unforced mistakes. See the common SR&ED claim mistakes that cost companies money, and how to avoid each.
A tech company’s SR&ED refund is usually smaller than it should be. See eight gaps that shrink tech refunds, and how to close each one.
Filing SR&ED for the first time? Here are nine facts about SR&ED consultants every first-time applicant should know before signing anything.
The biggest DIY SR&ED mistake is confusing novelty with uncertainty. See what trips up founders, plus a $70,000 first claim saved by reframing before filing.
Reviewed by Logan Hanson, BSc, CPA. Last verified against CRA guidance on July 28, 2026. Key Takeaways: 8 SR&ED Consultant Facts First-Time Claimants Should Know What Should First-Time SR&ED Claimants Know Before Hiring a Consultant? If…
Most SR&ED consultants stop where your refund starts. They file, collect their percentage, and vanish. If you’ve been burned before—or you’re filing your first claim and don’t want to get burned—this guide is for you. Choosing…
You’re sitting across from an SR&ED consultant for the first time, and everything sounds promising. They mention tax credits, refunds, and how much money you could reclaim. But here’s what most first-time claimants don’t realize: not…
Your R&D team solved a technical problem that took months of iteration and experimentation. You filed your SR&ED tax credit claim expecting a refund that would help fund the next phase of development. Then the CRA…
Key Takeaways: How to Prevent Missed SR&ED Refunds in Canada Why Do Canadian Companies Miss Out on SR&ED Refunds? You’re building something new. You’re solving problems that don’t have obvious answers. And somewhere in the back…
