Client: SaaS startup (Vancouver, Canada)
Challenge: Rapid growth, poor expense classification, and underused SR&ED/R&D incentives.
What we did:
- Clean cost centers; mapped eligible R&D spend.
- Forecasted T2 position; optimized carryforwards and timing.
Impact: - Five-figure tax deferral; improved cash runway by 4 months.
- Clean documentation for CRA review.
Keywords: corporate tax planning Canada, T2 return, SR&ED, GST/HST compliance.