Improved cash position
Eligible claims may create refunds, tax credits or offsets that return capital to the business.
Book a Confidential ReviewBuilt for Western Canada's energy sector
Your Innovation Could Be Worth More Than You Think.
We identify overlooked SRED-eligible work in drilling, completions, fabrication, field services and industrial technology.
Up to 64%of eligible T4 labour*
Canada-widegovernment-backed tax incentives
Field innovation→Financial recovery
Illustrative recovery potential
64%T4 labour
32%contractors
42%materials
*Actual eligibility and recovery vary by claimant and expenditure.What SRED means
SRED turns technical problem-solving into financial recovery.
SRED is Canada's Scientific Research and Experimental Development tax incentive program. For a company, it can mean recovering a meaningful portion of the labour, contractor and material costs tied to eligible technical work already performed in the business.
It is not limited to lab research. In energy, industrial services and manufacturing, SRED often shows up when a team must test, modify or develop a process because standard methods cannot solve the field problem with predictable results.
Recognition of field innovation
Work done by operators, engineers, tradespeople and contractors can be translated into a defensible technical story.
Better project discipline
The review process helps companies capture evidence, lessons learned and costs while improving future documentation.
In practice:If your team redesigned equipment, tested a new field method, solved a process limitation or kept iterating after the standard approach failed, there may be SRED value worth reviewing.
The opportunity hiding in plain sight
Most companies look for a “research project.” That's why they miss the work that qualifies.
In the field, innovation rarely arrives with an R&D label. It looks like a tool that had to be redesigned, a process that failed under real conditions, or a system your team kept testing because nothing off the shelf would work.
Recognize your eligible workA practical process
From field problem to defensible claim.
We start with the work your team actually did—not a generic tax checklist. Then we connect the technical story, evidence and eligible costs.
Find the uncertainty
Interview the people closest to the work and isolate the technical limitation, failure or unknown that had to be resolved.
Rebuild the experiment
Map the trials, modifications, field observations and lessons that show a systematic effort to advance the technology.
Support the recovery
Connect payroll, contractor and material costs to the eligible work, with documentation designed to withstand review.
Eligible projects
Your best SRED project may never have been called R&D.
Look for the work where experienced people could not predict the outcome using standard practice.
Drilling & directional
Tool failures, difficult formations, vibration control, Arctic or remote adaptations, new mud systems and trajectory challenges.
Completions & stimulation
Unproven fluid programs, pressure-control changes, downhole tool modifications and new methods for improving placement.
Fabrication & equipment
Custom equipment, load and fatigue challenges, material substitutions, prototype builds and repeated design revisions.
Environmental & abandonment
New remediation methods, cutting or isolation processes, waste reduction and solutions for difficult well conditions.
Field process innovation
Workflows that had to be tested to reduce time, fuel, water, exposure, downtime or safety risk under field constraints.
Industrial software & controls
Automation, sensor integration, predictive systems, data-processing limitations and software built for complex operations.
The two-question test
Did the standard approach fail—or not exist?
01 Did your team face a technical problem that a competent professional could not readily solve?
02 Did you test, modify, measure or learn while trying to overcome it?
If both answers are yes, the project deserves a closer look.Test a project with us
Industries we understand
Technical conversations without the translation gap.
Built for teams that innovate in the shop, at the wellsite, in the plant and inside the operating system.
01Oil & gas operatorsProduction, facilities, optimization and abandonment
02Energy servicesDrilling, completions, well servicing and intervention
03Fabrication & manufacturingCustom equipment, tooling and materials
04Environmental servicesRemediation, waste and water treatment
05Industrial technologySoftware, automation, sensing and analytics
Why field context matters
A strong claim starts with the technical people—not the tax form.
Plain-language interviews
Your field and technical teams explain what happened in their own language. We do the work of translating it into a claim narrative.
Evidence over adjectives
We focus on what was unknown, what was attempted and what changed—not broad claims that something was “innovative.”
No disruption to operations
A structured review keeps the lift manageable while preserving the details CRA will expect to see.
Common questions
Before you rule yourself out.
Do we need a dedicated R&D department?+
No. Eligible work can be performed by field staff, engineers, tradespeople, operators, software teams and contractors as part of regular commercial operations.
Does the project need to succeed?+
No. Failed trials can be some of the clearest evidence of technological uncertainty and systematic investigation. The learning matters.
Can work done for a customer qualify?+
Potentially. Contract terms, risk, ownership and who performed the work all matter. This should be reviewed project by project.
How far back can we look?+
Filing deadlines are strict and depend on the corporation's tax year. An early review helps protect opportunities before they expire.
Confidential project review
Bring us one project that was harder than it should have been.
In a short conversation, we'll help you determine whether the technical work deserves a deeper SRED review.
Book a confidential review