Scientific Research & Experimental Development (SR&ED)

If your business is developing new processes, products, or technologies, even if you don’t think of it as “research,” you may qualify for Canada’s SR&ED tax credit program. At HW Partners, we help you identify eligible work, prepare the necessary documentation, and file accurate, defensible claims. Our team works closely with business owners, engineers, and internal finance teams to ensure that your claim stands up to CRA scrutiny and maximizes your return. You focus on innovation. We’ll make sure the tax credits follow.

Our SR&ED Services Include:

Eligibility Assessment

We help you determine whether your projects qualify, even if they don’t fit traditional R&D models.

Tax Planning & Optimization

We help structure your business to minimize tax, align with your growth goals, and take advantage of available credits and deductions.

Claim Preparation & Filing

We prepare and file your SR&ED claim, including technical project descriptions and financial breakdowns.

Supporting Documentation

We work with your technical and finance teams to gather the right records, time tracking, and cost support to strengthen your claim.

CRA Review & Audit Support

If your claim is reviewed or audited, we’re by your side—providing representation, explanation, and supporting evidence as needed.

Integrated Tax Strategy

We align your SR&ED claims with your overall corporate tax planning to avoid missed opportunities or compliance risk.

Why Clients Choose HW Partners for SR&ED

  • Clear, practical advice tailored to real business environments
  • Experience with software, engineering, manufacturing, and more
  • Strong technical writing and CRA communication support

Meet the Team Behind Our SR&ED Services

Our experienced team works closely with clients and their legal advisors to ensure trusts are reported correctly, strategically, and with care.

Bailey Graham

CPA, CA | Senior Assurance Manager

Email

(613) 235-2000 Ext. 3010

Brock McDonald

CPA, CA, CBV | Senior Assurance & Business Advisory Manager

Email

(613) 235-2000 Ext. 2910

Celine Fu

CPA, CA | Senior Assurance Manager

Email

(613) 235-2000 Ext. 2350

Joshua Lamourie

CPA, TEP | Senior Tax Manager

Email

(613) 235-2000 Ext. 2940

Patrick McConkey

CPA, CA | Senior Assurance Manager

Email

(613) 235-2000 Ext. 2560

Robin Lawrence

CPA, CA | Senior Assurance Manager

Email

(613) 235-2000 Ext.2550

Sarah McKeown

CPA, CA | Assurance Manager

Email

(613) 235-2000 Ext. 2300

Spencer Brooks

CPA, CA, TEP | Tax Partner

Email

(613) 235-2000 Ext. 2490

Many businesses overlook SR&ED because they assume it doesn’t apply to them. But if you’re solving problems or improving systems, there’s a good chance it does, and we’re here to help you capture that value.

~ Jacob Milosek, Tax Partner

If you think your business might qualify, let’s explore it together.