Scientific Research & Experimental Development (SR&ED) Consulting

• Evaluate your projects to determine if they qualify as SR&ED
• Documentation & Project Planning
• Financial Claim Preparation
• Complete and file the necessary CRA tax forms
• Submit the SR&ED claim to the CRA and ensure proper integration with your corporate tax filings.

Estate Planning:
We help you minimize estate taxes, capital gains taxes, and probate costs by evaluating how your assets are held, whey they’re distributed, and using strategies that reduce tax burdens for your beneficiaries.

We work with your legal counsel to structure Trusts and ensure that legal documents fit your financial goals and tax positions.