SR&ED Tax Incentives
Turning Innovation Into Advantage

Turn Canadian Innovation Into a Stronger SR&ED Claim

DeFreitas & Associates helps innovative businesses identify eligible work, assemble defensible technical documentation, calculate qualifying expenditures, and prepare complete SR&ED tax incentive claims.

Request a Free Assessment and see what may qualify as experienced technical and financial claim support, coordinated through the accounting professionals you already trust.

  • A complete claim approach
  • Technical depth. Financial discipline. Clear documentation.
  • Initial eligibility screening
  • Technical project interviews & T661 project narratives
  • Expenditure review and calculations
  • Claim submission coordination
  • CRA review and objection support
  • 30+ years of business and tax advisory experience

SR&ED Advisory Services

1. Opportunity Assessment

We review your projects, technical challenges, experiments, personnel, and costs to identify work that may meet the SR&ED requirements.

2. Technical Claim Preparation

Structured interviews capture technological uncertainties, hypotheses, experiments, results, and advances for clear project descriptions.

3. Expenditure Analysis

We work with your accounting records to identify and link eligible salaries, materials, contracts, equipment costs, and applicable overhead.

4. Documentation Improvement

We help establish practical contemporaneous records so future claims are better supported without burdening your technical team.

5. CRA Review Support

When questions arise, we help organize responses, clarify the technical work, prepare supporting materials, and participate in review discussions.

6. Previously Denied Claims

We independently assess a reviewed or denied claim, identify weaknesses, and advise whether further representation or an objection may be appropriate.

Could Your Work Qualify?

SR&ED is not limited to laboratories or research companies. Eligible work can occur when a Canadian business faces a technological uncertainty that cannot be resolved using readily available knowledge and undertakes systematic experimentation or analysis to find an answer.

You do not necessarily need a successful result — learning why an approach did not work may still create valuable technological knowledge.

Common Indicators

  • Your team developed or improved a product, process, material, or software system.
  • Experienced personnel could not determine the solution in advance.
  • You tested alternatives, prototypes, models, formulations, or configurations.
  • You encountered failures, limitations, or unexpected results.
  • Your work generated new technological knowledge for your business.
SR&ED Tax Credits Diagram

Industries We Can Assist

Innovation happens in every sector

Manufacturing
Software & Technology
Food Processing
Construction & Materials
Clean Technology
Engineering
Medical & Health Technology
Agriculture
Automation
Telecommunications
Chemicals & Formulation
Other Innovative Businesses

Our Process

Designed to respect your team’s time

A Partnership Focused on Your Success
1
Discover

We learn about your business, projects, people, costs, and filing history.

2
Assess

We identify candidate projects and evaluate technical and financial eligibility.

3
Document

We interview key personnel and prepare the technical and expenditure components.

4
Review

You confirm factual accuracy before the claim is finalized and submitted.

5
Support

We remain available to help answer CRA questions and strengthen future records.

Why DeFreitas & Associates

Specialized expertise within a trusted advisory relationship

Rather than sending clients to an unfamiliar third party, DeFreitas & Associates coordinates the engagement from beginning to end. Specialized SR&ED expertise is brought into the process while your accounting and tax relationship remains at the centre.

  • Clear communication with owners, accountants, engineers, developers, and technical staff.
  • Practical experience with new claims, recurring claims, reviews, and disputed claims.
  • Careful attention to both technical eligibility and financial support.
  • One coordinated team for accounting, tax, and technical documentation.
  • Evidence-focused claims built around the work actually performed.
“A strong SR&ED claim must connect the technical work, the evidence, and the expenditures into one clear and credible submission.”
Advancing Technology. Building the Future.

Complimentary Initial Consultation

Discover whether your recent innovation work may qualify. A brief confidential discussion can help determine whether a more detailed SR&ED assessment is worthwhile.

Request an SR&ED Consultation TODAY!

Important: Eligibility and tax benefits depend on each claimant’s facts and applicable legislation. No outcome is guaranteed. © 2026 DeFreitas & Associates. All rights reserved.