Maximum SR&ED Refund Unlocked

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Trusted by 60+ businesses
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13+ years experience
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30-day money back guarantee

Our
Advantage

We offer more than the average CPA firm.

Book a Free Consultation
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Deep expertise

Our SR&ED team has both deep technical and financial expertise with combined experience of 25+ years.

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Proven track record

We have a history of 100% claim success on 25+ SR&ED claims. Plus we are 2024 Canadian Choice award winners!

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White glove support

We support throughout the SR&ED process from initial assessment to claim submission and audits (if any),

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Speedy service

We are a boutique SR&ED provider, and move quickly to prioritize getting your refund FASTER.

Vault company website (client)

“Consistently adding value”

Vipul has been fantastic from day one. He's been very responsive, took the time to understand our business, and has consistently been adding value even outside of the day to day. We brought Vipul on in a bit of a rush, we needed to get our return filed and SRED claim completed before a tight timeline. Vipul understood the mandate and got things done in a timely manner ensuring we got everything filed on time. I would highly recommend him to any business looking to have a true partner to help manage the accounting and finance.

Saud Aziz
CEO
Swiftracks company website (client)

“Our trusted advisor”

Vipul is our trusted advisor! His accounting automation saves us time, eases our tax filing, and maximizes tax savings. His user-friendly approach, reliability, and dedication truly set him apart.

Hadi Ismail
CEO
Get Aboard company website (client)

“Exceptional financial expertise”

I'm consistently impressed with Vipul. His exceptional financial expertise, attention to detail, and proactive approach have been instrumental in optimizing our finance & accounting operations. His clear communication and dedication make everything straightforward and simple. I wholeheartedly recommend his services to anyone seeking top-notch financial & accounting.

Lee MacDonald
CEO

Our SR&ED Team

Vipul Jain

CPA, CA, MBA with 13+ years experience with Canadian choice award winner accounting firm.

Varsha Shankar

Technical Product manager and former-data scientist with 12+ years experience

Our Process

Pre-claim Consult

No-strings attached free consult to assess eligibility. We will conduct high-level discovery to establish if your projects have SR&ED eligible activities.

Technical & Financial info gathering

We give you Zero-Homework. We will document project details, technical complexities, outcomes, project durations and SR&ED spend to maximize your refund.

Review compiled claim

We will prepare your SR&ED claim and walk you through the finalized claim.

Submit the SR&ED claim

We will submit your claim to the CRA or collaborate with your accountant to ensure it is filed accurately. In the event of an audit, rest assured we will handle the audit until you get your money.

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Trust us to simplify your financial journey

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