Partner to CPA, tax and SR&ED firms

Your scientific and technical partner for SR&ED

I help CPA, tax and SR&ED firms with the analysis, documentation and technical writing of their clients' SR&ED claims.

You own the file and the client relationship. I take care of the most demanding scientific and technical work.

More than 20 years of software development and entrepreneurship. More than 6 years in SR&ED analysis and writing.

You keep the entire relationship with your client ; I work alongside you, never in your place.

Let's discuss your next SR&ED file Get in touch

Who I am

About

I have been a software developer and technology entrepreneur for more than 20 years. For more than 6 years, I have helped technology companies analyze and write the scientific and technical portion of their SR&ED claims.

My role is to understand the projects, talk with the technical teams, identify the technological uncertainties and turn that information into clear, structured and defensible documentation.

I act as a partner to CPA firms, tax practices and firms specialized in tax incentives and SR&ED, complementing their expertise while respecting their relationship with their clients.

The context

The technical challenges firms face

Whether you're a CPA firm, a tax practice or an SR&ED specialist, the scientific and technical side of a claim requires time and a development profile few teams have in-house, especially during peak season.

  • A deep technical profile, rarely in-house

    Even with solid SR&ED expertise, the development profile needed to break down complex software projects is rarely available in-house.

  • Limited time available

    During peak season, spending hours on technical writing pulls the firm away from its core business.

  • Interviewing developers

    Getting technical teams to talk and extracting the right elements requires a precise vocabulary and method.

  • Turning technical work into solid documentation

    Converting technical discussions into a clear, structured and defensible file is a discipline of its own.

My solution

An external technical partner, integrated into your file

I work as an external partner to the firm. I focus solely on the scientific and technical side of the claim, backing up your team, whether to fill a technical-expertise gap or as added capacity on your most complex files.

My involvement stays discreet. I can talk directly with the client's technical teams or work entirely through you, as you prefer.

I complement the firm's skills without ever replacing them. The firm keeps the entire relationship with its client.

  • Focused involvement on the scientific and technical side
  • Discreet presence, in the background or on the front line, as you need
  • A complement to your team, never a substitute
  • The client relationship remains entirely yours

Services

What I take care of

From the first eligibility review through to audit support, I ensure the technical side of the claim is rigorous.

Eligibility analysis

Assessment of the client's work against SR&ED criteria to identify what is genuinely eligible.

Analysis of technological uncertainties

Identifying and articulating the scientific and technological uncertainties at the heart of each project.

Interviews with technical teams

Structured meetings with developers and technical teams to gather the elements essential to the file.

Structuring the information

Organizing technical data into a coherent, traceable file aligned with tax authority expectations.

Writing SR&ED technical reports

Producing clear, precise and defensible technical reports that comply with the program's requirements.

Collaboration with your team

Working jointly with your CPAs, tax specialists or SR&ED experts to align the technical side with the tax treatment of the claim.

Support during audits

Technical support in the event of a review or audit, to answer questions raised with precision.

My process

A clear method, from first contact to final support

A predictable flow that fits your timelines and limits back-and-forth.

  1. 1

    Meeting

    Scoping the engagement with the firm and understanding the client's context.

  2. 2

    Analysis

    Reviewing the projects and making a preliminary eligibility assessment.

  3. 3

    Technical interviews

    Meetings with the teams to document the work carried out.

  4. 4

    Writing

    Producing the technical reports and supporting documentation.

  5. 5

    Review

    Joint validation with the firm before the claim is filed.

  6. 6

    Support

    Availability to answer questions and back up any audit.

Areas of expertise

Technology projects I understand in depth

More than 20 years in software development and more than 6 years in SR&ED analysis and writing, serving complex technology projects.

  • Software development
  • Artificial intelligence
  • Web applications
  • Mobile applications
  • Cloud
  • Electronics design
  • Robotics
  • Information technology
  • Software architecture
  • Systems integration

Why work with me

A partner you can easily recommend to your clients

  • Collaborative approach

    I fit into the way you work and adjust to your role with the client.

  • Confidentiality

    Your clients' information is handled with the utmost care.

  • Discretion

    I stay in the background when that's preferable, without imposing on the relationship.

  • Rigorous documentation

    Structured, traceable files ready to support an audit.

  • Clear communication

    Precise exchanges, without unnecessary jargon, with you and with technical teams alike.

  • Complex software projects

    A genuine understanding of the technologies behind your clients' work.

  • Seamless integration

    A collaboration that fits naturally into your existing files.

  • More than 6 years in SR&ED

    Hands-on experience analyzing and writing claims.

Resources

Practical guidance on software and AI SR&ED

Articles for firms: year-end documentation, recognizing a strong claim, writing technical reports, interviewing developers and identifying technological uncertainty in AI.

See all resources

FAQ

Frequently asked questions

Do you work directly with our clients?

Yes, whenever you want me to. I can also work entirely through the firm so that it keeps the full relationship with its client.

Do you work with firms that already specialize in SR&ED?

Yes. Many firms specialized in tax incentives and SR&ED have full command of the tax and regulatory side but call on me as added capacity during peak season or for the technical depth required on particularly complex software, AI or engineering projects.

Do you only work in software development?

No. Software development represents a large part of my experience, but my skills extend to several technology areas: artificial intelligence, web and mobile applications, cloud infrastructure, electronics design, robotics, software architecture and systems integration. This versatility lets me understand a wide range of projects in depth and document their technological uncertainties, whatever the nature of your clients' work.

Can you handle only the writing?

Yes. Depending on your needs, I can work on only certain stages of the file.

Do you accept one-off engagements?

Yes. Whether for a single file or a long-term collaboration.

Contact

Let's talk about your next file

A client has a technology project to document? Let's talk. I usually reply within one business day.

Whether it's a first SR&ED file or strengthening your in-house capacity, I'd be glad to discuss it with you.

Name
Sébastien Vézina
Email
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Phone
protected number

Write me a few lines about the file and I'll get back to you quickly.

Minimum 20 characters.