SR&ED Tax Credit Claim - Professional Services

Pro Gestion is recognized as a leading firm in supporting businesses with Scientific Research and Experimental Development (SR&ED) tax credits. With deep expertise and a rigorous methodology, we assist organizations of all sizes and across all industries in identifying, structuring, and optimizing eligible R&D projects.

Regardless of your industry, project complexity, or financial context, our specialized consultants conduct precise eligibility assessments and maximize the value of available SR&ED tax credits. Each mandate is subject to a thorough analysis and meticulous processing, in full compliance with the requirements of the Canada Revenue Agency (CRA) and Revenu Québec.

Our turnkey approach is based on a proven, multi-phase process, ranging from a no-obligation preliminary assessment to full support during tax audits. Pro Gestion stands out as a trusted strategic partner for businesses seeking to secure and optimize their SR&ED tax credits with confidence.

Phase I - Preliminary Assessment of SR&ED Projects (No Fees, No Obligation)

• Preliminary review of your research and development projects and activities.
• Estimation of eligible SR&ED expenditures.
• Assessment of potential SR&ED tax credits.

Phase II - Preparation and Optimization of the SR&ED Tax Credit Claim

• In-depth analysis of research and development activities.
• Identification and valuation of eligible work.
• Preparation of detailed scientific and technical reports.
• Comprehensive review of eligible R&D expenditures.
• Optimization of eligible expenses by project and by federal and provincial tax programs.

Phase III - Preparation of SR&ED Forms and Schedules

• Complete preparation of official SR&ED forms and schedules (T661, T661 Part 2, Schedule 31, RD222, RD1029.7).
• Close coordination and collaboration with your accounting firm to ensure accuracy and compliance.

Phase IV - Support During SR&ED Tax Audits (If Applicable)

• Strategic preparation session prior to the audit.
• Full support and representation throughout the audit process.
• Submission and justification of additional documentation to the CRA and/or Revenu Québec.

Need assistance?

• Call Us: (877) 433-7183 ext. 223 (Toll-free across Canada)
• Email Us: [email protected]