Scientific Research and Experimental Development (SR&ED) Consulting

What do our consultants do in relation to SR&ED or the R&D tax program?

SR&ED is an R&D tax incentive program offered by the Canadian Government, administered through Canada Revenue Agency (CRA). Having a SR&ED exclusive consulting firm prepare your application will ensure compliance with program legislation. Our R&D tax consultants consist of both technical and financial consultants. Our technical consultants are engineers and scientists who have worked in industry and typically have, at minimum, a Masters Degree in their respective fields.

Our SR&ED consulting process consists of a preliminary meeting where our SR&ED technical experts will identify and educate your company on how to maximize your R&D tax claims. Our technical consultants will conduct interview style questioning with your lead R&D people to identify the specific details of your R&D efforts. This information will then be translated by our consultants into the required CRA SR&ED report. Our SR&ED technical consultants will continue to liaise with your R&D/technical staff to identify further activities that qualify for SR&ED or to obtain additional information on projects which were previously identified. Once our SR&ED technical consultants and your R&D/technical staff are comfortable with the written report; BeneFACT’s financial consultants will take over the process. The financial consulting process will begin by determining the best strategy to identify the costs that had been associated to the SR&ED projects. The financial consultant will work with your accounting team to gather, analysis and prepare a SR&ED cost breakdown/project. The SR&ED financial consultant will also prepare the SR&ED related tax forms for incorporation with your tax returns or amend a previously submitted return.

Even after BeneFACT submits your SR&ED claim our consulting process does not stop. We have a very thorough structure for contacting CRA to ensure your application is being reviewed as quickly as possible. BeneFACT will manage all questions or requests for further information that CRA has. If CRA reviewers decide to conduct an onsite review, our respective consultants will work with you to ensure you are prepared for their visit as well as attend the review. Our consulting process will continue right until you receive your benefits from our service!