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Client Relationship

Our success with our clients can be said in one word: simplicity. The complicated world of governmental incentive claims is arduous and the reason we as a tax firm have success in our industry is our relationship we have with our clients and the approach we take to their claims. At the end, we want our clients to be satisfied.


Leadership

Spence Walker

Spence Walker

Chief Executive Officer, BComm, CA, CPA

Sarmen Khagerian - Chief Operating Officer, C.E.T.

Sarmen Khagerian

Chief Operating Officer, C.E.T.

The Organization

As a successful and reputable organization, Maxim Strategy represents highly competent and articulate tax practitioners, accountants and engineers to navigate effectively through a claim process. We are always up to date with developments in CRA legislation and its processes and we actively participate in forums and related activities in our industry that enhance our presence.


Employees

We always strive for and maintain a reliable human resource and our adherence to this principle empowers our success. For applicants with relevant professional background who seek to join our energetic organization, you may contact our Human Resource department at info@maximinnovation.com. Please refer to Contact section of this website.

Credibility


Our management team comes with over 20 years of experience in SR&ED tax credits and other innovation grants. Maxim Strategy Consultant’s diverse team of engineers and CPA's ensure that all claims are of the highest quality. This is evidenced through our greater than 90% track record of claims being assessed as filed, without Canada Revenue Agency reviews.

Strategy


Maxim’s strategic approach focuses on identifying the most lucrative and beneficial mix of grant and tax incentives. This strategic approach enables Maxim to limit the time involved by your organization in developing a plan to identify and process applications and claims, while maximizing the return to your business.

Delivery


With Maxim’s proven processes, we maximize your tax credits through personalized, hands-on consulting, while at the same time, focusing on minimizing the time to establish your claim. We work on a contingency fee structure, meaning we share the risk until the tax credits are received.

Support


A dedicated team of professionals, made up of both engineers and accountants, will be assigned to the claim process for your business. Maxim’s SR&ED technical and financial experts will lead the process of the claim, from project identification to the filing of the tax returns. What separates us from others is that we are proactively involved in your business R&D processes. We work with you throughout the year, not just when it’s time to file your tax return.

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