Elevated Research and Development
Comprehensive Scientific Research and Experimental Development (SR&ED) claim preparation with expert R&D management and consulting services.
Our Services
See how we help innovative companies maximize their R&D tax claims and processes with clarity, compliance, and confidence.
We manage the entire claim lifecycle so you can focus on building:
- Identify and document eligible R&D activities and expenditures
- Prepare technical project reports and financial summaries
- Coordinate with internal teams and accountants to prepare tax schedule package
- Ensure compliance with CRA and IRS documentation standards
Our strategic approach ensures you’re not just claiming, you’re optimizing:
- Identify additional SR&ED opportunities
- Improve supporting evidence and processes
- Stay current on CRA updates and policy shifts
- Annual process reviews for better outcomes each year
We provide structured oversight to ensure your R&D projects run efficiently:
- Align teams on timelines and deliverables
- Track eligible activities and expenditures in real time
- Implement repeatable documentation processes
From prototypes to production, we help document testing for SR&ED eligibility:
- Capture experimental data from lab and field testing
- Link results back to project objectives
- Structure reports for CRA compliance
If your claim is reviewed, we manage the entire process on your behalf:
- Direct communication with CRA on your file
- Pre-audit coaching and documentation prep
- Full audit response package and submission
Want to bring SR&ED in-house? Our unique coaching program helps your team gain the skills and structure to manage claims internally:
- Guided knowledge transfer and coaching
- Structured support across claim cycles
- Customized tools, templates, and review of internal processes
Meet the Team
At Summit R&D, we help innovators move confidently in uncertain terrain. You’ll work directly with me — an engineer-turned-entrepreneur with a versatile background spanning engineering, software, and business, who’s also biked 6,400 km across Canada and hiked over 1,000 miles through two mountain ranges. I bring the same resilience and clarity from ultra-endurance into R&D strategy, helping founders recover over $6.5M in non-dilutive funding while staying focused on building what’s next.
Let’s talk — I’d love to learn about what you’re working on.
Will Zittlau
Founder & Principal Consultant, Summit R&D
Leave us a message
Book an intro call or fill out this form and we’ll review your eligibility and outline the best next steps.