SM Financial SR&ED Consultants have been in operation since 2007 and specialize in offering SR&ED tax incentive services to clients from British Columbia to Nova Scotia. We are  full service providers and work with our clients from the initial consultation to final receipt of refund from the CRA. Beyond this, we will continue to build client relationships through implementing strategic tracking reports and providing training to optimize data acquisition for future SR&ED claims.

Our team of Engineers, P.Eng., and MBAs have successfully assisted clients with their SR&ED claims resulting in 100% success rate. Our combined experience of more than 25 years in the SR&ED claim submission process created a need to establish a consulting firm with a simple, yet powerful, business model:

Deliver service excellence through customized client offerings that
will maximize net return and minimize risk.

Our professional service to each of our client reflects the above proposition. We have several high profile partners who enhance our business model and create additional services within the accounting and mortgage finance industry.