Eligibility analysis
Assessment of the client's work against SR&ED criteria to identify what is genuinely eligible.
Partner to CPA and tax firms
Your scientific and technical partner for SR&ED
I help CPA and tax firms with the analysis, documentation and technical writing of their clients' SR&ED claims.
You master taxation. I take care of the scientific and technical side.
More than 20 years of software development and entrepreneurship. More than 6 years in SR&ED analysis and writing.
You keep the entire relationship with your client ; I work alongside you, never in your place.
Who I am
About
I have been a software developer and entrepreneur for more than 20 years. For more than 6 years, I have helped technology companies analyze and write the scientific and technical portion of their SR&ED claims.
My role is to understand the projects, talk with the technical teams, identify the technological uncertainties and turn that information into clear, structured and defensible documentation.
I act as a partner to CPA and tax firms, complementing their expertise, while respecting their relationship with their clients.
The context
The technical challenges firms face
The tax side of an SR&ED claim is your area of expertise. The scientific and technical side, however, requires time and a profile few firms have in-house.
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No in-house SR&ED specialist
The technical profile needed to document a claim is rarely found in an accounting or tax firm.
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Limited time available
During peak season, spending hours on technical writing pulls the firm away from its core business.
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Interviewing developers
Getting technical teams to talk and extracting the right elements requires a precise vocabulary and method.
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Turning technical work into solid documentation
Converting technical discussions into a clear, structured and defensible file is a discipline of its own.
My solution
An external technical partner, integrated into your file
I work as an external partner to the firm. I focus solely on the scientific and technical side of the claim, where your tax expertise meets the reality of your clients' projects.
My involvement stays discreet. I can talk directly with the client's technical teams or work entirely through you, as you prefer.
I complement the firm's skills without ever replacing them. The firm keeps the entire relationship with its client.
- Focused involvement on the scientific and technical side
- Discreet presence, in the background or on the front line, as you need
- A complement to your team, never a substitute
- The client relationship remains entirely yours
Services
What I take care of
From the first eligibility review through to audit support, I ensure the technical side of the claim is rigorous.
Analysis of technological uncertainties
Identifying and articulating the scientific and technological uncertainties at the heart of each project.
Interviews with technical teams
Structured meetings with developers and technical teams to gather the elements essential to the file.
Structuring the information
Organizing technical data into a coherent, traceable file aligned with tax authority expectations.
Writing SR&ED technical reports
Producing clear, precise and defensible technical reports that comply with the program's requirements.
Collaboration with CPAs and tax specialists
Working jointly with your team to align the technical side with the tax treatment of the claim.
Support during audits
Technical support in the event of a review or audit, to answer questions raised with precision.
My process
A clear method, from first contact to final support
A predictable flow that fits your timelines and limits back-and-forth.
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1
Meeting
Scoping the engagement with the firm and understanding the client's context.
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2
Analysis
Reviewing the projects and making a preliminary eligibility assessment.
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3
Technical interviews
Meetings with the teams to document the work carried out.
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4
Writing
Producing the technical reports and supporting documentation.
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5
Review
Joint validation with the firm before the claim is filed.
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6
Support
Availability to answer questions and back up any audit.
Areas of expertise
Technology projects I understand in depth
More than 20 years in software development and more than 6 years in SR&ED analysis and writing, serving complex technology projects.
- Software development
- Artificial intelligence
- Web applications
- Mobile applications
- Cloud
- Electronics design
- Robotics
- Information technology
- Software architecture
- Systems integration
Why work with me
A partner you can easily recommend to your clients
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Collaborative approach
I fit into the way you work and adjust to your role with the client.
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Confidentiality
Your clients' information is handled with the utmost care.
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Discretion
I stay in the background when that's preferable, without imposing on the relationship.
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Rigorous documentation
Structured, traceable files ready to support an audit.
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Clear communication
Precise exchanges, without unnecessary jargon, with you and with technical teams alike.
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Complex software projects
A genuine understanding of the technologies behind your clients' work.
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Seamless integration
A collaboration that fits naturally into your existing files.
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More than 6 years in SR&ED
Hands-on experience analyzing and writing claims.
FAQ
Frequently asked questions
Do you work directly with our clients?
Yes, whenever you want me to. I can also work entirely through the firm so that it keeps the full relationship with its client.
Do you only work in software development?
No. Software development represents a large part of my experience, but my skills extend to several technology areas: artificial intelligence, web and mobile applications, cloud infrastructure, electronics design, robotics, software architecture and systems integration. This versatility lets me understand a wide range of projects in depth and document their technological uncertainties, whatever the nature of your clients' work.
Can you handle only the writing?
Yes. Depending on your needs, I can work on only certain stages of the file.
Do you accept one-off engagements?
Yes. Whether for a single file or a long-term collaboration.
Contact
Let's talk about your next file
A client has a technology project to document? Let's talk. I usually reply within one business day.
Whether it's a first SR&ED file or strengthening your in-house capacity, I'd be glad to discuss it with you.
- Name
- Sébastien Vézina
- protected email
- Phone
- protected number