We Turn Your Day-to-Day Problem Solving Into SR&ED Funding.

Most companies qualify without realizing it. If your team faced technical challenges, iterated, or gained new knowledge, we capture that work, build a CRA-ready narrative, and manage the entire claim from start to finish.

Our Services

Full SR&ED Claim Preparation Box

End-to-end SR&ED support from discovery to submission — including all technical and financial documentation.

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  • · Eligibility Discovery 
  • · Technical Interviews 
  • · Full Technical Narrative (242/244/246) 
  • · Evidence Gathering & Documentation 
  • · Financial Reconciliation & Proxy Optimization 
  • · Submission to CRA 
  • · Full CRA Review Support Included 

Pre-Claim Consultation & Ongoing Support

Front-loaded eligibility review and structured documentation support throughout the year, followed by full claim preparation.

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  • · Early Eligibility Screening
  • · Technical Review of Potential Projects
  • · Upfront SR&ED Risk Assessment
  • · Setup of Documentation & Tracking
  • · Quarterly/biannual technical check-ins
  • · Evidence collection guidance
  • · Final SR&ED Claim Preparation

Audit & Review Support

For companies filing independently or with another provider who now need expert help responding to CRA.

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  • · Technical Narrative Correction 
  • · Missing Documentation Recovery 
  • · Financial Traceability Cleanup 
  • · CRA Meeting Preparation 
  • · Full Written Response Package 
  • · Representation During Review 

Carnegie Claim Journey

Consultation
1
Consultation
Initial conversation to determine SR&ED potential. Time from our client: 15 minutes .
Service Agreement Signed
2
Service Agreement Signed
Outline responsibilities and timelines & sign NDA. Time from our client: 15 minutes
Company Financial Information
3
Company Financial Information
Obtain payroll, contactor & material cost + basic tax information. Time from our client: ~1 hour
Technical meeting: Identify all eligible work.
4
Technical meeting: Identify all eligible work.
Discuss eligible projects, identifying uncertainties and clarifying details. Time from our client: 45 minutes
Request technical documentation
5
Request technical documentation
Gathering supporting documents for projects. Time from our client: ~1 hour
Preparation of Claim
6
Preparation of Claim
Our consultants draft a write-up of the projects and complete T661 & supporting schedules. (May take up to 1 month to prepare pending project size) Time from our client: 0 minutes.
Review and approval from client
7
Review and approval from client
Review submission package of the SR&ED Claim . Time from our client: 30 minutes
Submission to CRA
8
Submission to CRA
Working along with company accountant or electrotonically filing on behalf of client. Time from our client: 0 minutes
CRA Reimbursement
9
CRA Reimbursement
Approval notice and refund/credit issues by the CRA (May take 8 -14 weeks from submission date to be process by CRA) . Time from our client: 0 minutes

Why Companies Choose Carnegie For SR&ED

We combine technical depth with a process built to withstand CRA scrutiny — delivering clarity, confidence, and real results.

Approved SR&ED Claims

Companies guided through SR&ED process

Positive claim outcomes

CRA audit support included

Ready To See What Your SR&ED Claim Could Look Like?

Whether you want a full claim, a pre-claim consultation, or help with an audit, we’ll guide you step-by-step.