for the CPA who does SR&ED “on the side” —
We write the technical narrative. You keep the client.
Most firms treat SR&ED as a documentation step bolted onto the tax return. CRA reads it the other way around — technical first. That’s the part we do, and it’s where claims are won or lost.
The arrangement, in one line
You refer. We write. Your client recovers more — and you stay the trusted advisor.
We never touch your other work. No tax, no bookkeeping, no audit, no poaching. One lane — the technical SR&ED narrative — strictly.
Why partner instead of doing it in-house
01
The technical depth
Amin is an engineer. He interviews your client’s technical team and writes the narrative the way a CRA reviewer wants to read it — SR&ED is 85% technical, 15% accounting, and the technical is the part most firms find hardest.
02
The risk stays off the table
Pure contingency — no win, no fee. If nothing is recovered, nobody pays. Your client takes no financial risk in accepting your introduction, which makes it an easy one to make.
03
Your relationship, intact
You stay the lead advisor. You handle the financials and present the result. We stay in the technical background — you talk to Amin himself, not a rotating bench.
How it works
Four steps. You only do the first.
a warm email intro is all it takes to start.
You introduce us
A short intro email to your client. We take it from there.
We assess & write
Discovery call, technical interviews, narrative written by hand. We keep you in the loop throughout — it’s still your client.
You handle the financials
You assemble the numbers (or we do it together) and file with the return — as usual.
Everyone wins
The client recovers more, you earn a referral share, and the relationship gets stronger.
Who we partner with
Accounting firms & CPAs
Preparing SR&ED in-house but suspect you’re leaving money on the table? Hand us the technical narrative and share the fee — you keep the financials, the filing, and the client.
financial-first→technical-first
Community & settlement organizations
Supporting entrepreneurs — newcomers, Indigenous-owned businesses, cultural and trade networks? We can structure the referral to fit, including a donation to a community or youth foundation you name instead of a commission — which keeps it clean for organizations that can’t take a cash fee.
Let’s make an introduction.
A 30-minute chat with Amin to see whether our client bases fit.