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SR&ED Eligibility tool

Please submit your information in the form below and a Tax Consultant specialized in your industry will respond in a timely manner.

Step 1

Yes
No
Canadian Private Corporation- CCPC
Publicly Traded
Foreign Controlled
Partnership
Sole Proprietor

Step 2

IT / Software / Hardware
Mechanical Engineering
Product Development
Manufacturing / Process Development
Machinery & Equipment
Chemicals / Plastics / Materials
Agriculture & Food Science
Other

Step 3

Have you attempted to develop a new process to reduce costs, improve quality, throughput or efficiency?
Have you attempted to improve a process to reduce costs, improve quality, throughput or efficiency?
Have you had to modify a process due to changes in your supply chain?
Have you incurred costs related to a new or improved process due to unexpected technological problems?
Have you modified equipment to extend its capabilities beyond its original intent?
Have you developed new equipment to meet an industry need, that was previously not available?

Step 4

At the onset of the project were there gaps/limitations in your base knowledge (or that of the Industry) that made solutions or the path to a solution uncertain?
Did you encounter unexpected technical problems or challenges that resulted in the project taking much longer or/and costing more?
Were several revisions or iterations to your project required before arriving at either success or failure?
Did the work performed attempt to achieve a technological advancement, such as a new product, technique, system or process?
Regardless of success or failure, do you believe new knowledge that furthers understanding in your field of science or technology, has been created, as a result of your project?

Step 5

OR

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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