Peter MaitlandCPA, CA
Director, SR&ED Tax
All businesses need to evolve. We help you get the evolution funded.
What we do
We leverage the SR&ED tax incentive program to maximize innovation funding and allow businesses to re-invest in the people, research and experimentation that accelerates growth.
The Scientific Research and Experimental Development (SR&ED) program is Canada's largest source of funding for business-led innovation, distributing over $4B each year. But it's complex and requires deep expertise to ensure compliance and accuracy. Copoint takes on the heavy lifting, turning your R&D efforts into successful claims to keep the innovation funded.
Expertise
We know true innovation is hard-won. Our role is to make it easy. We’ve filed more than 5,000 successful SR&ED projects, and our track record proves that we consistently deliver on complex files, securing over $600 Million in ITCs for our customers over the last 30 years.
Why work with Copoint?
At Copoint we walk the talk - our innovative process means our clients' return rates exceed industry benchmarks.
Our proactive, multi-disciplinary, expert driven approach gives your business the tools to evolve strategically, and takes the heavy lift of technical writing and tax form completion off your team’s plate. We take your claim process from assessment through defence, optimizing every possible detail along the way.
The Copoint Difference
In a crowded market, Copoint is the SR&ED provider of choice for clients of all sizes—from start-ups poised to grow, to multinational companies with complex structures and claims—for four key reasons:
01
We take on the heavy lifting of SR&ED technical writing and financial work so your team can stay focused on the important task of pushing innovation forward. We shoulder the burden from claim preparation through audit defense.
02
We approach your claim strategically, pointing your application in the right direction, positioning project expenditures and optimizing accounting structures to ensure we’re getting every dollar for which you are eligible.
03
We are a true partner. Operating at the intersection of government and industry, we work closely with the CRA during an audit or review to deliver exceptional results, and we work with more than 100 external accounting firms across Alberta to ensure SR&ED strategy is considered at the outset, and claims are seamlessly integrated into our clients’ tax returns.
04
Our team has unmatched expertise and passion, and the relationships we build with our clients are our top priority. Consider Copoint advisors your point people for all things SR&ED, available to answer questions and talk through new SR&ED opportunities whenever you need them.
Why SR&ED
Canadian business owners know that investing in innovation drives businesses forward. At Copoint, we leverage the SR&ED tax incentive program to help you offset the challenge of funding and re-invest in the people, research and experimentation that allows your business to evolve.
In short, SR&ED applies to any systematic project intended to develop technology beyond what is routine in an industry. We’ve helped clients in all industries—from clean technology and manufacturing to biomedical and energy services—get the most from the SR&ED program.
Returns vary and depend on several factors, including your business’ ownership structure and province of operation.
Meet the team
Our people are the difference. With deep expertise in both finance and technology, our team makes the SR&ED claim process easy - handling the details and complexity while guiding you through it to maximize your claim and allow you to focus on your business.
Graham BlythPhD
Director, Science
Brittany ChyzMEng, PEng
SR&ED Technology Manager
Brittany LeinsMPAcc
SR&ED Tax Manager
Mackenzie MuwangaMEng
SR&ED Technology Manager
Lucy SwiftPhD
Sr. SR&ED Technology Advisor
Rashmi Maurya
Sr. SR&ED Technology Advisor
Rose DhaliwalCPA, CMA
Sr. SR&ED Tax Advisor
Slade ThornhillP.Eng., PMP
SR. SR&ED Technology Advisor
Kyler Fisher
SR&ED Technology Advisor
Grace BarutaPhD
SR&ED Technology Advisor
Lily MaCPA
SR&ED Tax Advisor
Tyler Leonzio
SR&ED Technology Advisor
Angela ChambersCPA
SR&ED Tax Advisor
Client Stories
Canadian business owners know that investing in innovation drives businesses forward. Our clients know this better than anyone.
Neilson Beef
Because these research projects are such a long-term investment before we get the data, the SR&ED credits have been very beneficial to us to help keep the research rolling
- Agriculture
FREDSense
We have worked with Copoint for the last couple years and it has been an awesome experience each time! They are diligent, easy to work with and make the process as smooth as possible, always trying to save our staff time. We will definitely continue working with them in years to come!
- Manufacturing
- Clean Technology
Neuraura
"Now there are certain things you really want experts on your side, and for us, SR&ED and Copoint is one of them." -Claire Dixon, CEO
- Biotech
- Healthcare
FulcrumAir Inc.
I’ve had 15+ years relationship with Copoint and it’s been highly successful. [SR&ED advisory] is very important work – integrity is involved, and completeness and accuracy. Every claim that we’ve made since we started with Copoint has been successful because they’ve been done in a very professional and complete manner.
- Manufacturing
Everything that we've ever done was having partnerships in mind. We have worked with Copoint for about five years now. They're helping us with our SR&ED credits, and beyond that, it's been introducing us to investment during the early days of this company's development of CleanO2. Copoint has provided us guidance in the choices that we make helping CleanO2 to flourish. I can't say enough good things about Copoint, they've been remarkable.
Jaeson Cardiff
CEO, CleanO2
14
Latest posts
Unlocking Innovation with LLMs and RAG
As organizations increasingly explore the capabilities of large language models (LLMs) and Retrieval-Augmented Generation (RAG), the line between applied AI and true innovation becomes more critical—especially when considering eligibility for Scientific Research and Experimental Development (SR&ED) incentives.
- Insights
SR&ED Program Updates - 2024 Fall Economic Statement
The Federal Government has announced significant enhancements to the SR&ED program in it's 2024 Fall Economic Statement. An additional $1.6B in funding over six years along with enhanced eligibility and benefits.
- Insights
- News
- SR&ED
Clean Economy Investment Tax Credits (ITCs)
In June of this year the Government of Canada approved and passed into law four new Clean Economy ITC's. The Clean Technology, Clean Technology Manufacturing, Clean Hydrogen, and Carbon Capture, Utilization and Storage (CCUS) ITC all provide refundable (cash) credits on qualifying expenditures to Canadian entities.
- Insights
- News
Book an Appointment
Let's Connect
Book a call with an expert advisor to explore SR&ED and Clean Economy ITCs