There are many companies catering specifically to organizations that perform SR&ED. This is by no means a comprehensive list, but it’s a good place to start. Be sure to let them know you were referred by our website.
SR&ED Financing (Banks & Private Firms)
Policy Analysts & Advisors offer strategic policy and planning advice for organizations. They have excellent analytical abilities and a firm understanding of organizational policies and objectives in technology companies. They ensure that documents submitted to the CRA comply with current SR&ED policies, review existing internal policies and processes to ensure they comply with current SR&ED policies, and can advise organizations on how to develop internal policies and processes to document SR&ED work.
The InGenuity Group – Virtual (Online) with a national client base.
Accounting firms with experience in preparing SR&ED financial schedules. Note: These groups may or may not have in-house SR&ED technical specialists.
Logan Katz – Ottawa
Tucker Professional Corporation – Greater Toronto Area and SouthWest Ontario