Choosing the right SR&ED (Scientific Research and Experimental Development) consultant is a strategic decision with real financial implications. As your company evolves and as the SR&ED landscape changes, the consultant that was a good fit three years ago may no longer be the best choice today. This guide outlines the most important factors to consider when selecting a consultant who can help maximize your claim with minimal risk and effort.

SR&ED consultants typically charge a contingency fee, usually between 10–20% of your claim amount. Some charge as high as 30%, often without providing proportionally higher value. Others may offer fixed or blended fee structures. The key is to find a balance: a reasonable cost for the services provided and a fee structure that aligns with your company’s goals. Large firms often come with higher fees due to overhead, while independent firms may offer more flexibility and better rates. If you’ve been working with the same consultant for several years, it might be time to re-evaluate your pricing terms or explore competitive offers.

A consultant’s reputation and audit record are essential. Avoid firms with a history of high audit rates or aggressive claim strategies. These can result in delays, adjustments, or even penalties. Most reputable firms will have a review rate of about 10%, in line with CRA norms, and maintain a high approval rate when reviewed. Ask for references, particularly from businesses in your industry, and inquire specifically about the outcomes of any audits. A consultant’s track record in this area tells you a lot about the quality of their claims and the trust they’ve built with CRA.

Smooth communication is a key part of a successful SR&ED partnership. Make sure you have a dedicated contact person who is responsive and knowledgeable. Ask whether communication is handled by the same team that prepares your claim, and whether they offer flexible communication options like email, video calls, or in-person meetings. Clear, timely, and consistent communication ensures fewer surprises and less scrambling before deadlines.

Timing matters in SR&ED. If your company operates on tight deadlines, find a consultant who can prioritize your claim and deliver quickly without compromising quality. Some firms become bottlenecked during peak periods, especially near the six-month filing deadline. Ask about their average turnaround time and whether they can meet your desired schedule. The best consultants work on your terms, whether you need a fast turnaround or a longer planning cycle.

While it’s hard to assess claim quality directly, audit success and attention to detail are good indicators. Look for consultants who help you identify all eligible R&D projects, collect thorough documentation, and prepare detailed, well-supported technical narratives. Avoid firms that rush through the process or rely heavily on templates. A high-quality claim is comprehensive, defensible, and aligned with CRA expectations.

Successful SR&ED claims hinge on both technical and financial expertise. While accounting is important, understanding your R&D at a technical level is what differentiates a strong claim from a weak one. Choose a consultant with experience in your industry or related technologies. Ask who will be assigned to your file and how many years they’ve worked in SR&ED. A strong technical expert can identify more eligible activities and ensure your claim is both optimized and compliant.

Ethics, integrity, and your time investment are closely linked in this process. An ethical consultant will not overstate claims or put your company at risk. They also won’t waste your time. One of the most common complaints about SR&ED consulting is how much work the client still has to do. Some firms demand extensive documentation or time-consuming interviews. Look for a team that uses efficient tools, automation, or systems that minimize your effort while maximizing results. You want a partner who respects both the rules and your schedule.

There’s a fine line between maximizing your SR&ED claim and triggering a CRA audit. Strong consultants understand how to structure your claim in a way that fully captures eligible work without crossing into questionable territory. They also know the right level of technical detail to present—too high, and you might miss claimable work; too low, and the claim may be dismissed as not qualifying. One of the greatest benefits of working with an experienced consultant is their ability to quickly identify what qualifies and how to frame it effectively.

Ultimately, the right SR&ED consultant should feel like an extension of your team. They should offer excellent service, deep knowledge, and flexible support. Ask hard questions, interview the technical experts who will be assigned to your file, and choose a partner who aligns with how your company operates. Some consultants have a manual process, while others are more automated. Some consultants are overstretched, while others offer dedicated attention. Find the consultant that fits your workflow and values.

Choosing an SR&ED consultant is a strategic decision that can significantly impact your company’s financial returns and efficiency. While price, reputation, communication, and expertise are all important, the best consultant is the one that aligns with your long-term goals and adapts as your company grows. Since both your business and the SR&ED landscape will continue to evolve, it’s wise to reassess your consulting partner every few years.

At Fundomation, we believe the SR&ED process can be smarter, faster, and more effective. Our expert team combines nearly two decades of experience with cutting-edge AI tools to streamline claim preparation, reduce your time commitment, and increase accuracy. We don’t just help you file a claim—we reimagine how the process is done.

Ready to work with a team that blends technical expertise, industry-leading tools, and a reputation for results? Contact Fundomation today to explore your SR&ED options.