partner_header2

Over its 25 years in business RDP’s main growth has been through partnering with accounting firms, law firms, financial institutions and other trusted advisors. RDP has many referral arrangements and programs that are beneficial both to the referral firm as well as their clients.

Benefits for the client:

•  Reduction of last minute claim filing to increase the amount claimed
•  Including previously missed eligible activities to increase the amount claimed
•  Including previously missed eligible costs to increase the amount claimed
•  System to ensure contemporaneous documentation to improve defense of claim
•  (If) CRA issues RFI(request for information) or full claim review, then clients feel hassled while defending a weak claim

Benefits for the referral firm:

Painless Process for Claim Preparation

• Clients will spend minimal time in technical interviews
• Clients will not be wasting time gathering old documents to recollect or prove eligible work
• Required data will be captured at the time work is being done

Maximised claims

• Full identification of all eligible project, activities, and costs

Full documentation support

• Your clients will no longer be frustrated due to complex and comprehensive documentation requirements
• RDP will help implement a documentation management system to capture all necessary and sufficient documentary evidence as required by CRA to support eligible work
• Planned quarterly reviews to ensure documentation compliance

Fewer days required to assess/settle

• Claims can be finalized together with the firm at the same time as year end financial statements are prepared
• CRA service standards for processing claims: 120 days if filed along with tax returns vs 240 days if filed as an amendment

Early eligibility assessment

• Clients will know the potential R&D benefits before the work is completed
• RDP consultant will conduct a short 15-30 minute interview to assess eligibility of the planned work for the current year, and will not wait for the financial year to end