CASE STUDY 1

Client Overview

A hematologist conducting clinical research was referred to MedSR&ED by her accountant. She had never filed an SR&ED claim and was uncertain whether her work qualified under CRA guidelines.

The Challenge

Despite actively engaging in scientific investigation, the physician lacked clarity on whether her clinical activities met SR&ED eligibility. Without prior experience navigating the program, she needed clear direction, confidence in compliance, and guidance through the full process.

Our Approach

She met with Andrew from MedSRED, who provided a focused overview of the SR&ED program and clarified eligibility requirements. Together, they identified how her ongoing clinical investigations aligned with CRA’s definition of scientific research.

A tailored claim strategy was developed. Andrew then worked closely with the physician to gather supporting documentation—project descriptions, contextual background, and professional records. MedSRED prepared technical narratives and financial schedules for both the 2023 and 2024 fiscal years.

Each claim was reviewed with the physician to ensure completeness and compliance. All files underwent internal review to align with CRA standards and optimize the claims.

The Result

The combined refund received across both fiscal years: $100,539.

The physician was able to participate meaningfully while MedSRED handled the full process—minimizing administrative burden and maximizing claim accuracy.

Think Your Work Might Qualify for SR&ED?

If you’re refining treatments, exploring new protocols, or conducting clinical investigations, your work may qualify for SR&ED. We specialize in helping physicians turn their research into approved claims—clearly, confidently, and without the administrative burden.