Get a Free Expert SR&ED Claim Review to Maximize Your Refund & Reduce CRA Review Risk
A free, zero-obligation expert review of your most recent SR&ED claim
Identify missed opportunities, reduce audit risk, and strengthen future claims
This free review is ideal if you:
Spend too much time dealing with SR&ED
Suspect your claim could be larger
Want more confidence in your documentation and defensibility
Benefits for you:
Find hidden SR&ED credits you may have missed
Understand exactly where CRA auditors may challenge your claim
Get clear steps to strengthen your technical and financial documentation
Self-claiming? Increase confidence and reduce audit exposure.
Using a consultant? Validate that you’re getting real value.
Elevyn helped our team to capture significant R&D credits that we had left on the table. Matt's guidance is thoughtful and timely, based on years of experience. He has inspired new improvements in our documentation and how we spend our time.
Jay Funnell
CEO, Data Here To There
Get a free expert review that identifies missed value, strengthens documentation, and improves CRA audit outcomes.
What you get
1) Claim Strategy Review
2. Project Description Review
3) Financial & Time Allocation Review
4) Supporting Documentation Review
5) Detailed Assessment of your SR&ED claim
How it works
1) Intro call (15 minutes)
We’ll have a 45 minute call to discuss the details of how your claims was put together and do a high-level review of all your R&D projects.
2) Detailed review call (45 minutes)
A deep-dive discussion into how your claim was prepared and a high-level review of all your R&D projects.
3) Document share
You’ll share your claim details including tax forms, financial working papers and other documentation used to compile the claim.
3) Expert Review
Matt Funk reviews your documentation and notes from both calls to assess risks, missed value, and opportunities for improvement. You’ll receive a detailed assessment with clear, actionable recommendations.
Eligibility Criteria
To ensure we can provide meaningful value, this free SR&ED Claim Review is available for companies with:
A minimum SR&ED claim size of $50,000, and
Completed or recently filed SR&ED claims
If you’re unsure whether you qualify, the 15-minute intro call will help determine fit.
Document Sharing & Confidentiality
All information shared during the Elevyn SR&ED Claim Review process is treated as strictly confidential.
Documents are reviewed solely for the purpose of providing the claim assessment and are not shared with third parties. No documents are retained beyond the review unless you explicitly request continued engagement.
This review does not constitute legal or tax advice and does not create an advisor-client relationship.
Book your free claim review now.
If you’re ready to Book a Claim Review Meeting with Matt then click the button below and let’s get started.
Note: Free reviews are limited and reserved for companies with SR&ED claims of $50,000+. All shared information is kept confidential.