Medical SR&ED for doctors and medtech founders
You did the research. Let’s get the tax credits back.
If your company paid you or your team to do medical research, it may already be entitled to an SR&ED tax credit. Medical SR&ED is all I do: I find the work that qualifies, prepare the claim, and deal with the CRA. You pay only after approval.
Illustrative estimate
Potential refundable credits
$102,950
- Federal
- $75,950
- Provincial
- $27,000
Simplified estimate for a Canadian-controlled private corporation, using published rates. Eligibility, grants, company limits, and the final claim can change the result. See the assumptions.
Where MITRAS clients lead research
Logos indicate client affiliations only, not endorsement or partnership.
Why it matters
Your team may already be doing work that qualifies.
Eligible work does not always look like a separate R&D project. It may be part of an assay, a clinical study, an imaging workflow, or another problem your team had to solve through testing. The claim still has to separate that work from routine activity, match it to the right costs, and meet the filing deadline. A corporation generally has no more than 18 months after its tax year end to report its research costs.
Where claims get missed
The eligible work is often hiding inside research you already funded.
Approach
One person handles the claim from the first call to filing.
Discovery
Together, we talk through what your team was trying to solve, why the usual methods were not enough, and what you tried. From there, I can see which parts may qualify and what still needs checking.
Technical narrative
I write the technical report in clear language and you check it for accuracy. You do not have to write the report yourself.
Financial schedules
I build the financial schedules from your records and match the salary time, materials, contracts, grants, and overhead to the work being claimed.
Submission
I coordinate with your accountant so the completed claim is filed with your tax return.
CRA review
If the CRA asks questions, I prepare the response and stay with the claim through the review. That support is included in the engagement.
What you receive
A clear file that connects the research to the numbers.
Your research stays confidential. I do not publish project details, credit amounts, or testimonials without your permission. You receive a file that shows how the work, records, and costs fit together.
01
Eligibility outline
Before I start writing, I set out the question your team could not answer in advance, the work you did, and what you were trying to learn.
02
Supporting records
I connect protocols, amendments, notebooks, analyses, and other dated records to the part of the claim they support.
03
Financial schedules
I match salary time, contractors, materials, grants, and overhead to your records and review the numbers with your accountant.
04
CRA review file
I organize the technical report, records, and financial schedules so I can answer the CRA from the same set of facts.
Why MITRAS
Medical SR&ED is the whole practice.
Specialized
I work only with medical and life-science research. That focus helps me ask the right questions and explain the work clearly to someone outside your field.
Credentialed
I trained in translational biomedical engineering at McGill and completed the Canadian Securities Course. I conduct the research interview and build the financial schedules myself.
Aligned
The fee is a percentage of the credits recovered and is due only after the claim is approved. Nothing is owed up front.
The practice
Ethan Shak, Principal
M.Sc.A. in Translational Biomedical Engineering and B.Sc., McGill University (with distinction) · Canadian Securities Course
MITRAS is a founder-led practice. I speak with you about the research, write the report, and stay with the claim if the CRA reviews it.
Questions
Questions from doctors and founders.
It might. A clinical project can qualify when your team had to use experiments or analysis to answer a scientific or technical question that available knowledge and standard methods could not resolve. Calling the work research is not enough on its own. A short call is usually enough for me to tell whether a closer review makes sense.
There are two main questions: which parts of the work may qualify, and which company paid the related costs. Your records, grants, and filing deadline matter too. The calculator gives you a rough illustration. A short call is the best way to see whether a closer review is worthwhile, but it cannot promise a credit.
It may not be too late, but the deadline is strict. A corporation generally has up to 18 months after its tax year end to report SR&ED costs. Each year has to be checked separately. Once the deadline passes, eligible costs may no longer be claimable.
Your accountant may already handle SR&ED. Medical claims also require a detailed conversation about the research and a technical report for the CRA. I focus on that work and prepare the related schedules, then work with your accountant on the corporate filing.
I do. I lead the research interview, write the technical report, prepare the schedules, work with your accountant, and answer the CRA if questions come up.
Most engagements begin with one research conversation and the records you already have. I will only come back to you for facts that I cannot get from those records. The time needed depends on the number of projects, companies, people, funding sources, and any gaps in the file.
CRA says every SR&ED claim goes through a risk assessment, and some are selected at random. No one can promise that a claim will avoid review. A clear explanation, dated records, and costs that match the work make questions easier to answer.
The fee is a percentage of the credits recovered. The first call is free, and nothing is paid up front. Before you proceed, the written agreement explains the percentage, what is included, when payment is due, and what happens if the CRA reviews or changes the claim.
Start with a conversation about the research. If a closer review makes sense, I will ask for the records you already keep, such as protocols, information about who did the work, and the related costs. You do not need to prepare a report before the first call.
Have a question that isn’t answered here? Email me and I’ll answer it personally.
Talk with Ethan
Find out whether your work may qualify.
Tell me what your team was trying to solve and how the work was paid for. I will give you a straightforward first view of whether a closer review makes sense. The call is free and there is no obligation.
No patient-level information is needed to discuss initial fit. Read what happens next.