SR&ED Consulting in Canada – Maximize R&D Tax Credits

SR&ED Consulting – Tax Credits for Canadian Businesses

The Scientific Research and Experimental Development (SR&ED) program is one of Canada’s most valuable incentives for businesses investing in innovation. It allows companies to recover a portion of eligible research and development (R&D) costs through federal and provincial tax credits.

For many companies, this results in significant cash refunds or reductions in taxes payable.

At Cloudiverse CPAs Inc., we help businesses identify eligible activities, prepare compliant claims, and reduce the risk of CRA adjustments.

What is SR&ED?

SR&ED is a government program designed to support companies performing experimental development in Canada. It applies across multiple industries, including:

Software and AI development
Engineering and manufacturing
Biotechnology and life sciences
Clean technology and energy

To qualify, your work must involve:

Technological uncertainty
Systematic investigation or experimentation
Advancement in knowledge or capability

How Do You Know If You Qualify?

Many companies are performing SR&ED-eligible work without realizing it.

You may qualify if your business is:

Developing new products, systems, or processes
Improving existing technology beyond standard practice
Building prototypes or testing new concepts
Employing engineers, developers, or technical staff

Eligibility is not always obvious. A structured review is required to determine what portion of your work qualifies under CRA guidelines.

Beyond SR&ED – Additional Funding Opportunities

SR&ED is often just one part of the funding landscape. Businesses may also benefit from:

Government grants (e.g., IRAP)
Clean technology investment tax credits
Industry-specific funding programs

We help clients identify complementary programs and align their financial reporting to support funding applications.

Our Approach

We focus on practical, defensible claims — not aggressive filings that create audit risk.

Our process includes:

Reviewing your projects and identifying eligible work
Aligning technical narratives with CRA expectations
Preparing financial calculations and supporting schedules
Ensuring consistency between technical and financial components
Supporting you during CRA reviews, if required

We also help improve your internal documentation processes so future claims are stronger and more efficient.

Why Work With Cloudiverse CPAs?

CPA-led approach with strong tax and financial expertise
Experience working with software, AI, and engineering companies
Focus on sustainability — not one-time claims
Practical guidance tailored to your team and operations
Clear communication without unnecessary complexity

Our goal is to build long-term relationships and ensure your claims remain consistent, supportable, and optimized over time.

Scope of Services

Service	Scope
Tailored Advisory	Technical review, planning, claim strategy
Full SR&ED Support	Technical interviews, report writing, costing, filing, CRA support
SR&ED CFO Support	Costing oversight, planning, limited technical support
R&D Funding Advisory	Grant identification and funding strategy

Get Started

If your business is investing in innovation, there may be significant tax credits available.

Email :aman@cloudiverse.ca

Phone : 604 200 4027