Claim strategy
We assess the projects and costs, identify the work the records support, and explain our recommended claim positions.
For founders & business owners
Cedar takes care of your SR&ED claim.
A senior claim preparer leads the strategy, technical reports, financial calculations, and filing coordination. You work directly with them, with success-based fees and full audit support included.
Talk to CedarGetting started
Your team knows the business. We lead the claim.
You don’t need to work out which projects qualify before talking to us. We assess your development, recommend a claim strategy, and manage preparation with your technical and finance contacts.
Direct access to your senior preparer keeps decisions and follow-up with the person doing the work. Our own software reduces administration, making preparation more efficient and pricing competitive.
You stay close to the decisions without having to run the process. Your senior preparer explains the claim, works through your team’s feedback, and coordinates filing with your corporate accountant. If the claim is audited, we lead the response.
Working together
A complete claim, prepared for you
Cedar owns the preparation. Your team contributes its knowledge and records, then reviews and approves the claim.
What Cedar handles
Technical and financial preparation
We conduct the interviews, write the reports, reconcile expenditures, calculate the credits, and prepare the tax schedules.
Filing and audit support
We manage revisions and coordinate the approved package with your accountant. Full CRA and provincial audit support includes responses, reviewer meetings, and accountant coordination.
Your team’s input
The right people
Connect us with the technical lead, the person responsible for financial records, and your corporate accountant. We manage the follow-up with each.
Business knowledge and records
Your team explains the development and shares the project and cost records. We organise the information and identify what else is needed.
Review and approval
Your technical and finance contacts check the completed work. You approve the claim before your accountant integrates it into the corporate return.
Our success-based fees mean we share the risk and upside of your claim. Your senior preparer’s compensation is tied to the outcome, and full audit support is included.
Getting ready
A useful first conversation
Start with the development and your fiscal year-end. We’ll assess the opportunity and explain the work involved.
Discuss your claimUseful starting points
- What your company is developing or improving
- The technical problems your team investigated
- Who leads development and finance
- Your fiscal year-end and any previous claims
- What you’d like to improve about your current claim process
The process
How we prepare your claim
Assess the opportunity
We discuss the development, previous claims, and the work worth assessing.
Set the claim plan
Your senior preparer sets the projects, information requests, and preparation timetable.
Prepare and review
We complete the technical and financial work, explain the claim, and incorporate your team’s feedback.
File and support
We coordinate filing with your accountant and lead any subsequent technical or financial audit response.
Reading
More on preparing a claim
Questions
Before we begin
Can Cedar handle our first claim?
Yes. We assess the opportunity, set the claim strategy, and manage the technical and financial preparation. Your team supplies its knowledge and records; we write the reports, calculate the credits, and coordinate filing.
Do we need to change accountants?
No. Cedar prepares the complete SR&ED package and works with your existing accountant, who integrates the schedules into your corporate tax return and files it.
How do success-based fees work?
Our fees are based on the outcome of your claim, so we share the risk and upside. Your senior preparer’s compensation is also tied to that outcome. We explain the fee calculation and payment terms before work begins.
Let’s assess your next claim.
We’ll discuss your development, your claim history, and how Cedar can take the preparation off your team’s hands.