SR&ED Consultant Services for Canadian Companies

An SR&ED consultant helps you identify eligible R&D work, write the technical project descriptions, calculate the eligible costs, prepare Form T661 and Schedule 31, and support you if CRA reviews the claim.

No. Any eligible company can prepare its own claim. A consultant helps you avoid missing eligible work, present it the way reviewers assess it, and reduce the risk of adjustments in a CRA review.

Most consultants charge either a contingency fee, which is a percentage of the credit received, or a fixed fee. Whichever you choose, the billing arrangement must be disclosed on Form T661.

Look for technical understanding of your field, experience with how CRA reviews claims, clear fees, and support that continues through a review. Ask who will actually write your project descriptions and whether audit support is included.

Yes. SoftInventors is based in Vancouver and works with companies across Canada. Most of the work happens remotely, and we meet in person where it helps.

Yes. Your accountant files the corporate tax return, and we coordinate with them so the SR&ED claim and the return line up.

Software and SaaS, manufacturing and hardware, life sciences and health technology, and clean technology. Our team includes a physician advisor for medical and life sciences claims.