SR&ED Tax Credit Recovery Experts: A Complete Turnkey Solution

Multidisciplinary Expertise to Secure and Maximize Your Refunds

Pro Gestion provides a turnkey approach, guiding organizations from the initial analysis through to the final submission. Our multidisciplinary team combines scientific and financial expertise to optimize both the technical and financial components of your claim, maximizing eligible credits while ensuring full compliance. Regardless of your industry or company size, Pro Gestion delivers structured, reliable, and results-driven SR&ED support.

A Rigorous Methodology to Optimize Your SR&ED Claims

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.

Entrust Your SR&ED Claim to Recognized Experts | Pro Gestion

Optimizing an SR&ED (R&D) tax credit claim requires in-depth expertise in both scientific and tax eligibility criteria, as well as a thorough understanding of Canada Revenue Agency and Revenu Québec requirements. With Pro Gestion, you benefit from a fully turnkey approach, from initial strategic assessment through compliant submission of your claim. Our objective is to maximize eligible tax credits, structure a strong and defensible filing, and reduce your fiscal risk. Contact us to transform your R&D activities into optimized, tangible, and sustainable tax advantages.

Optimize your SR&ED tax credits today

Call Us: (877) 433-7183 ext. 223 (Toll-free across Canada)

Email Us: info@pro-gestion.com