13 SR&ED Tax Credit Consultants in Canada [Get Your Claims Approved]

Did you know 91% of the 21,524 SR&ED claims filed in 2023 were approved, with another 6% accepted after modifications? 

The secret is solid documentation with detailed technological descriptions, accurate tracking, and Canada Revenue Agency (CRA) compliance.

But let’s be real—juggling all that while running an innovative business is tough. That’s where SR&ED consultants come in. They handle everything from filing to audit support, and some even offer financing.

If you’re looking for a full-service SR&ED consulting firm in Canada, this directory features 13 firms that can help you maximize your claim, stress-free.

What Is SR&ED?

The Scientific Research & Experimental Development (SR&ED) is one of Canada's largest tax incentive programs. Whether you're developing new products, improving processes, or solving technical challenges, this initiative helps offset costs by offering refundable and non-refundable tax credits.

For Canadian-Controlled Private Corporations (CCPCs), the program offers a 35% refundable tax credit on the first $3 million of eligible expenditures and 15% non-refundable beyond that. If you are a non-CCPC, the credit you will receive is 15% non-refundable. 

The goal of this initiative is to encourage innovation, fuel economic growth, and help businesses stay globally competitive.

Why You Need an SR&ED Tax Credit Consultant in Canada

The SR&ED tax credit program offers significant financial benefits, but filing a claim requires technical expertise and strict compliance with CRA regulations. A consultant ensures accuracy, maximizes your refund, and helps you avoid costly mistakes.

Let’s see how working with a professional can make a difference:

• Expertise in handling regulations: Understanding SR&ED eligibility rules and technical reporting requirements can be challenging. A consultant ensures your R&D activities and expenses align with CRA standards. Basically, they reduce errors and increase the chances of approval.
• Maximizing claims: Many businesses miss eligible expenses because they have limited knowledge. And it’s only natural – you can’t know everything. However, when consultants review your projects, salaries, materials, and indirect costs, they actually ensure you claim the highest possible tax credits.
• Audit support: If the CRA challenges your claim, consultants can help you with documentation, responses, and defense strategies. Their expertise ensures your claim withstands scrutiny and minimizes funding risks.

Streamline SR&ED Through Smart Automation With Chrono Platform

Still tracking R&D work manually and scrambling for documentation at tax time?

That’s outdated, inefficient, and costing you money. 

Chrono Platform, an AI-based tax assitant, changes the game by automating SR&ED tax credit claims. This makes the process 8x faster, audit-ready, and completely hassle-free. 

Instead of manually logging hours and digging through paperwork, it integrates with your existing tools, like Jira, Asana, Slack, and more. As a result, it captures eligible R&D activities, categorizes expenses, and streamlines documentation without any manual input. 

Additionally, with real-time accrual tracking, you’ll know exactly how much SR&ED funding you’re accumulating before tax season. 

Chrono also helps you stay audit-ready by:

• Setting custom rules to make sure logged hours are within acceptable thresholds
• Track how much time your team spends on key activities
• Ensure minimum hours are met each week

SR&ED Tax Credit Consultants in Canada

We’ve done the hard work for you and handpicked Canadian companies offering SR&ED consultation services. This guide breaks down their key features so you can make an informed decision and choose the best fit for your business.

1. Emergex SR&ED Consultants

Some SR&ED consultants treat your claim like just another tax form. But Emergex doesn’t. With a 96% historical success rate and a team of PhDs, engineers, and tax experts, they take a technical-first approach. 

Their team dives deep into your R&D work to identify qualifying projects, structure technical descriptions, and prepare documentation that meets CRA’s strict criteria. If the CRA challenges your claim, Emergex is ready with audit support and defense strategies as well to protect your refund. 

They also train your team to improve tracking R&D activities so future claims become easier and more valuable. This is something unique, as not many consultants think about building their clients’ internal processes. 

2. RDP Associates

How sure are you that you're claiming every dollar of SR&ED tax credit you deserve?

If there’s even a shred of doubt, RDP Associates is the kind of partner you need to get the full cash refund you’re entitled to. With over 30 years of experience, they’ve helped thousands of Canadian businesses discover hidden SR&ED opportunities. 

Something else makes them stand out, though. 

We are absolutely impressed by their proprietary Innovation Connection Program (ICP), which maximizes your SR&ED claim while minimizing the time your staff spends on the process. 

Then there’s the SR&ED Maximizer Checklist – a system that has managed to uncover additional eligible expenses in 80% of the cases they review in just 1.5 to 2 hours. 

3. PSB Boisjoli

Filing for SR&ED tax credits sounds straightforward until you’re knee-deep in documentation, technical reports, and CRA requirements. 

That’s where PSB Boisjoli steps in. With 75+ years of experience, they know how to get your claim approved without unnecessary delays or complications.

Their process is simple: they dig into your R&D work, structure the claim properly, and make sure no dollar is left unaccounted for. 

And if CRA comes back with questions, you’re covered. PSB Boisjoli doesn’t just submit your claim and walk away. They provide audit support and direct negotiations, so you don’t have to deal with government red tape.

4. Belmonte Léger SEP

Most SR&ED consultants focus on filing claims, but Belmonte Léger goes a step further.

With 30 years of hands-on experience, they don’t just help you maximize your SR&ED refunds but also provide SR&ED tax credit training so your team knows how to track and document R&D activities effectively. While Emergex also provides a similar service, Belmonte Léger’s accreditation by Emploi Québec makes them stand out. 

Besides, Belmonte builds your claim to withstand CRA scrutiny from the start. Their pre-claim consultation and tax planning services ensure that when it’s time to file, your claim is optimized for the best return. 

To add on, we appreciate how they understand that first-time SR&ED claimants need extra guidance. That’s why they provide first-time claimant advisory services, where they walk you through eligibility requirements, documentation best practices, and CRA expectations in detail. 

5. ProfitScience

With a 99% success rate, $200M+ in claims filed, and 30+ years of experience, ProfitScience knows exactly how to get your SR&ED tax credits approved.

One of their biggest strengths is their deep analysis of supporting expenditures. These are the costs that don’t directly meet CRA’s technical SR&ED criteria but are still eligible when tied to R&D work. Other consultants often overlook these, but Profit Science knows they can account for up to 50% of a claim. 

Here’s something more special.

ProfitScience sets up an internal tracking process after your first claim at no extra charge. This means you’ll have proper documentation in place for future claims, which makes the process more defensible in case of a CRA audit.

6. R&D Capital

Waiting on SR&ED refunds can slow down your projects, delay hiring, and create cash flow headaches.

But what if you didn’t have to wait? 

R&D Capital takes a unique approach by giving you access to your refundable credit upfront. Consequently, you can keep innovating without the financial bottleneck.

They’ve already helped 2,500+ companies secure funding and disbursed over $300 million, so they know exactly how to get you the cash when you need it.

Here’s how it works: once your SR&ED claim is approved, they advance you a portion of your tax credit, even on future claims. 

7. Canadian SR&ED

When applying for SR&ED, you can deal with upfront consulting fees. You may even worry about how an SR&ED claim might disrupt your day-to-day operations.

Canadian SR&ED takes care of the entire claim process without charging you a single dollar upfront. You only pay just a small percentage of what you’ve already received. Their success is literally tied to yours, so we can bet they’ll fight to get you every dollar you’re owed. 

Not sure if you qualify? No problem. 

Their free initial review takes a deep dive into your R&D activities to identify every potential claimable expense. If they take on your claim, they guarantee solid paperwork, reduced audit risks, and maximum refund.

8. Coincide Canada

Most SR&ED consultants help you file a claim and move on. Coincide takes a deeper approach.

If you’re unsure whether a project qualifies, they validate your R&D work, document development expenses properly, and build a claim that holds up under CRA scrutiny. 

They also handle the technical and financial reporting and CRA audits, so you’re not stuck dealing with complex tax forms and compliance headaches.

But isn't that what every other consultant claims to do?

Well, the rest do not offer year-round support like Coincide, which doesn't just show up when it’s time to file. 

Also, we are truly impressed by their ongoing training and hands-on support. Basically, your team will actually be learning how to track and record SR&ED costs effectively for smoother future claims.

9. SR&ED Funding Consultants (SFC)

While most SR&ED consultants focus only on Canadian businesses, SFC goes a step further. It helps U.S. companies set up operations in Canada to take advantage of one of the world’s best R&D tax credit programs. They manage everything for such businesses, including accounting, tax filings, and directorship services. 

With over 50 years of combined experience, they offer end-to-end SR&ED support, including claim scoping, preparation, CRA reviews, and even appeals if needed. 

But what we absolutely love is their SR&ED tax credit calculator that lets you instantly estimate how much you could get back. As a result, you get clarity before even starting the process. 

It’s very similar to the accrual tracking feature offered by Chrono Platform. The only difference is that Chrono Platform has automatic tracking, whereas the calculator above needs you to manually input data.

10. G6 Consulting

SR&ED can feel like a maze with tons of eligibility rules, technical reports, CRA compliance, and the risk of audits. G6 Consulting takes all of that off your plate. 

With over 12 years of experience and thousands of successful claims, they don’t just file your claim; they build it, defend it, and make sure you get the highest refund possible.

One of the things that we appreciate is how their team handles everything in-house. This means no outsourcing, no miscommunications, just a dedicated expert who understands your business and your R&D work inside out.

What’s even more special?

If you are dealing with complex claims, cross-border SR&ED, or are a startup navigating investor funding, their collaboration with specialized accounting and legal partners makes them the right fit. 

11. Ryan LLC

It won’t be wrong if we call Ryan LLC the fixers, the optimizers, and the power players when it comes to maximizing your R&D tax credits. 

Two main features make them different. 

For starters, their team of engineers, scientists, and tax pros dig deep into your projects to uncover hidden eligible expenses so you get every last dollar you deserve. Plus, their proprietary documentation system, powered by Dovico software, keeps your records airtight. That way, even if the CRA ever comes knocking, you’re already two steps ahead.

Got burned by a past claim denial? 

Ryan is known for cleaning up messy claims, rebuilding credibility with the CRA, and defending claims other firms botched. 

Moreover, if your company operates globally, we believe Ryan LLC can be the right choice for your needs. They handle cross-border SR&ED, seamlessly managing Canadian, U.S., and European R&D tax credits.

12. Venbridge

Waiting on the CRA to process your SR&ED refund can put your business in a tough spot, especially when you need cash now to keep innovating, hiring, or scaling. That’s where Venbridge comes in. 

Just like R&D Capital, they specialize in SR&ED financing, but what really sets them apart is total flexibility. You can receive a lump sum, set up quarterly disbursements, or draw funds only when you need them and pay interest on just what you use.

For us, the real game-changer is their automated system, which makes the application process effortless. On top of that, their streamlined due diligence ensures that funds hit your account within just a few weeks.

13. Checkpoint Research

When it comes to SR&ED claims, one misstep and you could be leaving thousands on the table. However, Checkpoint Research makes sure this does not happen. 

Their structured "checkpoints" system makes sure every part of your claim is strategic, maximized, and backed with solid documentation to get you the funding you deserve. 

Need a full-service SR&ED solution? 

They deal with everything from eligibility assessments of your development activities to documentation and review prep.

Already have a claim, but want to be sure it’s perfect? 

Their "Double Check" service guarantees you're not missing out on valuable tax credits.

We like how they do not believe in the cookie-cutter approach. Instead, Checkpoint tailors their services to fit your business, your industry, and your specific funding needs.

How to Choose the Right SR&ED Tax Credit Consultant in Canada

Now that you know the some SR&ED tax credit consultants in Canada, the next step is finding the right fit for your business. Choosing the best consultant is crucial to maximizing your claim and ensuring compliance with Canada Revenue Agency (CRA) regulations. Here are key factors to consider:

• Experience and track record: A consultant’s success rate with SR&ED claims speaks volumes about their expertise. Look for firms with proven results, years of experience, and a history of securing maximum refunds for businesses similar to yours.
• Industry specialization: Different industries have unique R&D challenges and eligibility criteria. A consultant with experience in your sector will better understand your projects and ensure that all qualifying activities are correctly documented and claimed.
• Fee structure: SR&ED consultants in Canada offer varied pricing models, including contingency fees (percentage of your claim), flat rates, or hourly fees. Ensure the fee structure aligns with your budget and the complexity of your claim.
• Client testimonials and references: Past client reviews, case studies, and testimonials help gauge a consultant’s effectiveness. Reach out to previous clients or check online feedback to ensure you’re working with a reputable and reliable firm.

Do I Really Need an SR&ED Tax Credit Consultant in Canada?

Hiring a Canadian SR&ED consultant is common, but there are other ways to handle your claim. 

Some companies outsource to U.S. or overseas consultants, but they often lack in-depth knowledge of CRA regulations. Others go the DIY route, managing claims in-house, but you know, SR&ED paperwork is a nightmare, and mistakes cost you money.

That’s where Chrono Platform come in. 

Whether you're filing solo or working with a trusted consultant, Chrono helps streamline and strengthen your claim.

It uses AI to: 

• Capture eligible R&D activities
• Perform real-time accrual tracking
• Generate CRA-compliant reports with proper time tracking and expense categorization
• Connect with Jira, Asana, Slack, Google Calendar, Office 365, and 10+ tools to pull real-time data from eligible projects
• Keep all R&D-related records organized and structured

Stop Guessing, Start Claiming – Automate Your SR&ED with Chrono Today!‍