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© 2026 Ryan, LLC

Proven Expertise in Canada’s Tax Credit Framework

Canada offers powerful tax credit programs, from scientific research and experimental development (SR&ED) and clean technology incentives to innovation, training, and regional credits. Unlocking these benefits requires navigating technical eligibility tests, rigorous documentation, Canada Revenue Agency (CRA) scrutiny, and evolving program rules. Our experts support businesses through expert activity assessments, compliant documentation, CRA-ready claims, and audit defense, while coordinating tax credit strategies with grants, SR&ED, and other incentives. This integrated approach ensures funding portfolios are cohesive, compliant, and optimized for total value.

$30B+

In annual SR&ED tax incentives delivered to 20,000+ claimants each year

99.70.0%

Client satisfaction rating for Ryan’s SR&ED team

$30B+

In annual SR&ED tax incentives delivered to 20,000+ claimants each year

99.70.0%

Client satisfaction rating for Ryan’s SR&ED team

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01Overview02Tax Services03Proven Results04Industry Impact05FAQs
  • Overview

    Tailored Strategies to Strengthen and Sustain Tax Credit Claims

    Our national tax credit expertise spans deep experience with technical eligibility assessments, including SR&ED technical narratives, clean technology criteria evaluations, and investment credit rule interpretation. We deliver full lifecycle support encompassing planning, documentation frameworks, expenditure calculations, filing coordination, and review management. Our team also evaluates how tax credit claims interact with grants, SR&ED, and other incentives to ensure funding strategies remain compliant, non-duplicative, and optimized, helping Canadian businesses maximize credit value while maintaining confidence with CRA expectations.

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    Our multidisciplinary teams include engineers, scientists, accountants, and technical writers, bringing hands-on experience preparing defensible technical and financial claims that withstand federal and provincial review processes.

  • Tax Services

    Canadian Tax Credit Consulting Services

    We provide comprehensive tax credit support, maximizing eligible claims while ensuring technical accuracy and CRA compliance throughout the process.

  • Proven Results

    Proven Results Across Canada’s Tax Credit Programs

    At Ryan, we build defensible claims through technical accuracy and rigorous documentation, including contemporaneous records, detailed narratives, and clear financial support. Our experience with CRA reviews allows us to anticipate expectations, structure strong responses, and protect claim positions. This approach maximizes credit value, reduces audit risk, and strengthens compliance confidence across the full credit lifecycle.

  • Industry Impact

    Canadian Tax Credit Impact Across Industries

  • FAQs

    Frequently Asked Questions

Advanced Solutions for Your
Business’s Toughest Challenges

  • Technology
    Enter the future of tax with confidence. Our proprietary platform blends AI-driven automation with decades of tax expertise to simplify global compliance, reduce liabilities, and uncover hidden savings—giving your business a decisive edge.1,3000+Companies trust our tax platform
  • Managed Services
    Total tax management, zero guesswork. With our end-to-end managed services, the world’s leading tax professionals handle every detail—reducing risk, removing administrative burden, and ensuring you only pay what you owe.7.10.0K+Multidisciplinary experts

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Discover How We Help You Pay Only What You Owe—Nothing More

  • Canadian Business Funding Guide

    Discover how to use Canadian government funding.

  • SR&ED 101 Guide

    Guide to Scientific Research and Experimental Development

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SR&ED Technical Eligibility Assessment

Our Perspective 
Our experts evaluate project activities, technologies, and expenditures against federal SR&ED criteria, provincial innovation credit requirements, clean technology definitions, and investment credit qualifications. By analyzing whether work involves systematic investigation, technological uncertainty, and advancement, we determine eligibility boundaries and document qualifying elements that meet program definitions. This approach helps establish clear eligibility boundaries early, reducing audit risk and rework later in the claim process.

  • Manufacturing

    Manufacturers leverage Canadian tax credits and incentives to support capital investments, automation, process improvements, and clean technology adoption. When coordinated with SR&ED and grant programs, these credits help reduce the cost of continuous innovation while maintaining compliance across complex operations.

  • Technology

    Technology businesses use tax credits to offset costs associated with software development, data platforms, and advanced analytics initiatives. Integrated with SR&ED and complementary incentives, these programs help manage R&D intensity while supporting rapid product iteration and scalable growth.

  • Life Sciences and Healthcare

    Life sciences and healthcare businesses rely on tax credits to support R&D, clinical development, and medical technology innovation. When aligned with SR&ED and government funding programs, these credits help offset high research costs while ensuring defensible claims and audit readiness.

  • Energy and Utilities

    Energy and utilities businesses access tax credits and incentives to support decarbonization, infrastructure modernization, and clean energy deployment. Coordinated with grants and SR&ED where applicable, these programs help accelerate sustainability investments while managing regulatory and compliance complexity.

  • There is a large list of refundable tax credits in Canada​, including:
    • SR&ED tax credits for R&D activities
    • Clean technology investment tax credits for renewable energy and emissions reduction projects
    • Provincial innovation credits supporting technology development and commercialization
    • Apprenticeship and training tax credits for workforce development
    • Regional development credits promoting economic growth in specific areas
    • Investment tax credits for qualifying capital expenditures
    SR&ED is Canada’s largest business incentive program, providing refundable and non-refundable credits for qualifying R&D expenditures, including salaries, materials, contractors, and overhead. Clean technology credits support solar, wind, geothermal, and energy storage investments. Provincial programs vary by jurisdiction, with Ontario, Quebec, British Columbia, and other provinces offering specialized innovation credits complementing federal support.
  • We evaluate technical activities against SR&EDʼs three eligibility tests: systematic investigation or search, technological uncertainty, and technological advancement. Our engineers and scientists review project objectives, challenges encountered, methods employed, and results achieved, determining whether work involves experimentation addressing unknowns using scientific methodology.For other credits, we assess alignment with specific program definitions, such as clean technology criteria, investment credit asset categories, or provincial innovation requirements. This evaluation identifies qualifying elements, establishes documentation needs, and determines appropriate claim boundaries meeting program definitions.
  • We provide comprehensive response packages addressing technical and financial questions, organizing supporting documentation, and coordinating reviewer communications. Our specialists participate in site visits, explain technical work to reviewers, and defend eligibility positions through evidence-based arguments. We understand CRA review processes, common information requests, and reviewer expectations, structuring responses that protect credit value while demonstrating compliance. When disagreements arise, we pursue resolution through submissions, objections, and appeals as needed, leveraging our solid reputation with CRA and deep program knowledge.
  • We ensure defensibility through rigorous technical assessments confirming eligibility, comprehensive documentation capturing required evidence, and financial calculations supported by organized records. Our technical narratives explain project objectives, uncertainties, and advancement using terminology aligned with program definitions. We maintain contemporaneous documentation standards meeting CRA expectations, organize evidence supporting every claim element, and structure submissions anticipating potential reviewer questions. Our quality review processes include technical validation, financial verification, and compliance checks before filing. This discipline reduces audit exposure, strengthens positions during reviews, and maintains productive CRA relationships supporting successful credit realization.
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Expert-Led Consulting for SR&ED Tax Credits in Canada

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Documentation and Claim Preparation

How We Work
Our SR&ED consultants develop comprehensive technical narratives explaining project objectives, technological challenges, and advancement achieved, while organizing financial records supporting eligible expenditures. We structure claims meeting CRA expectations for contemporaneous documentation, preparing evidence that demonstrates technical eligibility and supports financial calculations during reviews.

SR&ED Tax Credit Calculation and Filing Support

Our Approach
We calculate eligible expenditures across salary, materials, contractors, and overhead categories, prepare required tax forms, including T661 for SR&ED, and coordinate with tax teams to ensure integration with corporate returns. Our calculations reflect accurate, defensible amounts supported by financial records and technical documentation.

Review, Audit, and Defense Support

How We Help
We assist during CRA reviews by preparing detailed responses to technical and financial questions, interfacing directly with reviewers, and defending positions through evidence-based arguments. Our specialists understand CRA review processes, anticipate common challenges, and structure responses protecting credit value while maintaining productive agency relationships.

Strategic Tax Credit Planning

Our Method 
We help businesses structure research and development (R&D) initiatives, clean technology investments, capital projects, and workforce development programs to maximize future tax credit opportunities. Our planning identifies qualifying activities early, establishes documentation frameworks capturing required evidence, and aligns technical work with program criteria, optimizing credit capture.

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Laboratory research
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