Your SR&ED Journey
01
Start With a Free Consultation
Begin your journey to maximizing SR&ED benefits with a no-obligation, free consultation. Our experienced consultants will review your company’s activities and projects to identify potential SR&ED claim opportunities. This initial assessment is designed to understand your unique challenges and goals, ensuring we tailor our approach to fit your specific needs. We’re here to guide you through the complexities of SR&ED claims, making the process transparent and straightforward.
02
Eligibility Assessment and Documentation
After identifying potential SR&ED opportunities, we conduct a thorough eligibility assessment, encompassing both technical and financial aspects. Our team meticulously analyzes your projects to determine qualifying activities, while also reviewing related expenditures to maximize your claim. We gather and organize all necessary documentation, ensuring it meets SR&ED requirements. This crucial step not only ensures a robust and compliant technical claim but also optimizes the financial component, capturing every eligible expense to enhance the value of your return.
03
Claim Preparation and Submission
Building on our comprehensive assessment, we then proceed to prepare and submit your SR&ED claim. This phase involves meticulous preparation of all technical narratives and financial forms, ensuring they are clear, concise, and align with CRA (Canada Revenue Agency) guidelines. Our expertise in SR&ED policy and regulations plays a crucial role here, as we craft a compelling claim that highlights your eligibility and maximizes your potential returns. We handle the entire submission process, providing you with peace of mind and freeing up your resources to focus on your business operations.
04
Ongoing Support and Future Claims
Our partnership doesn’t end with the submission of your claim. We provide ongoing support to ensure the smooth processing of your current claim and to prepare for future SR&ED opportunities. Our team stays updated on any changes in SR&ED policies and advises you on how to optimize your activities and record-keeping for potential claims. By continually assessing your projects and expenditures, we help you identify and capitalize on SR&ED opportunities year after year, ensuring a sustained benefit to your company’s growth and innovation endeavors
How it Works
Our Approach
At Carnegie Capital Group, we believe in demystifying SR&ED claims, making them accessible and rewarding for every eligible Canadian business. Our approach combines technical expertise with financial acumen to uncover and maximize your entitlements.
Technological Empowerment
We are committed to helping businesses navigate the complexities of technical development. Our team provides the financial tools and expertise necessary to turn technical challenges into opportunities, ensuring our clients can focus on enhancing their technological processes and outcomes.
Collaborative Success
At the heart of our approach is a strong, collaborative partnership with our clients. We believe in working hand-in-hand, understanding your unique technical hurdles and financial needs, to craft tailored SR&ED strategies that align with your business objectives.
Driving Technical Advancement
Our goal is to be a catalyst for technical advancement within the Canadian business landscape. By assisting companies in recognizing and capitalizing on their technical progress, we play a pivotal role in promoting continual technical growth and keeping our clients at the forefront of their industries.
