Submitting a first-time SR&ED claim generally triggers an SR&ED technical and financial review. Not to be confused with a general corporate fiscal review, the SR&ED review is based solely on the technical merit and the eligibility of expenses related to SR&ED projects claimed.

The standard procedure for the review begins with a phone call from a Canada Revenue Agency SR&ED staff member, to set up the date and time of his or her visit. Once you have scheduled the visit, just give us a call and we’ll be there!

At N.J. Robbins Consultants, we strive to make the technical review process effortless for our clients. With all supporting material carefully documented for the purpose of the claim, the CRA visit most often becomes a simple formality. Our extensive technical review experience assists us in ensuring that our clients are well-represented.

Once reviewed, Canada Revenue Agency staff submits a “letter of offer” to you, based on their evaluation of the technical and financial submissions. If items claimed are deemed ineligible for the purpose of the SR&ED claim, they are explained within the letter.

We will advise you prior to your acceptance or rejection of the assessment, based on our in-depth knowledge of your claim. If required, we will petition the assessment on your behalf.