R&D Funding Management Inc. is a focused team of scientists, engineers and financial professionals that specialize in the Scientific Research and Experimental Development (SR&ED) tax incentive program offered by the Canada Revenue Agency. We have more than 300 years combined experience and are experts in unearthing eligible work and preparing successful applications. We also consult on many other government programs, pro bono, as a value added service.

The Scientific Research & Experimentation Development (SR&ED) program provides the possibility of tax credits for eligible R&D work. The federal side allows for up to a 35% rebate and the provincial side up to 10% (Ontario - it varies by province). Depending on the type of costs spent on any given project, the rebate can be as much as 68%. You can carry these credits back 3 years or forward 20 to reduce taxable income. For most companies, if you have no taxes payable then you receive cash back.

Our Value Proposition

• Security clearance to handle military or other sensitive claims (recently granted clearance until Dec 17 2012)
• Use of Phase Tracker project management/SR&ED capture software (www.phasetracker.com) which provides higher standard than required for support documentation
• Free assessment of your potential claim
• The best SR&ED team in Canada - no other consultancy comes close to our expertise
• Team approach - we assign 5 fulltime experts (engineer with direct experience in your domain, our director of engineering as QA, 2 costing/tax experts and a project manager) to your file and perform a 3 stage quality review
• Minimize your internal resource costs to prepare and file claims (we take typically one hour or less per project of your time)
• Maximize your claim return by unearthing every possible eligible activity and claiming every possible identified cost
• Guaranteed results, or we are not paid
• SR&ED tax planning and amended tax returns prepared at no additional cost (many times this more than pays for our fee alone)
• Excellent reputation with Canada Revenue Agency and other agencies
• On average we find an additional 40% more value than claimants preparing claims on their own, or with others
• Receive your SR&ED refund up front! Ask us about this innovative offering.
• We carry Errors & Omissions Insurance to ensure our clients’ claims are fully protected in the event of inadvertent issues.

Request our presentation given at the recent RESEARCH TO REVENUE SYMPOSIUM on the theme "What Biotech can learn from other industries", or our joint NRC/OCE presentation "Supporting Innovation in Industry". This e-mail address is being protected from spambots. You need JavaScript enabled to view it

We offer pro bono consulting if you are a foreign company interested in the cost benefit of doing R&D in Canada.

ASK US WHY SOME OF THE LARGEST SCIENCE AND TECHNOLOGY COMPANIES IN CANADA OUTSOURCE THEIR SR&ED TO US.