SR&ED (Scientific Research and Experimental Development) is the name of the largest and most important corporate tax incentive program in Canada.
Regrettably, only a small percentage of eligible doctors (MPCs) claim their benefits.
Bond Consulting Group has developed a strategic alliance with our partners at OMA, in order to raise awareness about eligibility and unclaimed benefits available to incorporated medical practitioners in Ontario.
If you’d like to determine your eligibility and possibly proceed to engage Bond for SR&ED consulting services, you have two paths forward.
Regular Path
(The regular path is ideal for an MPC/doctor with a lot of questions about eligibility, needs a little bit more hand-holding, and you don’t mind attending the 45-minute presentation, after which you can ask direct questions to the SR&ED Assessment Specialist before considering your engagement options.)
Steps to follow:
- Download the SR&ED Medical brochure
- Read the new MPC client FAQ (highly recommended)
- Watch testimonial videos (optional but highly recommended)
- Watch the 10-min SR&ED for Doctors on-demand video (optional but highly recommended)
- Download the Getting to Know Bond brochure
- Select a 45-minute joint time slot with an SR&ED Assessment Specialist and fill in in-take questionnaire (mandatory) (two time slots available per business day)
*Deal directly with your dedicated SR&ED Assessment Specialist for engagement process, eligibility questions, follow-ups.
*Request SR&ED Engagement Contract.
*Upon engagement, your case will be assigned to a dedicated SR&ED Analyst.
Fast-track Path
(The fast track path is ideal if you don’t mind reading and viewing some materials at your own pace, you don’t want to attend the 45-minute info session, you’ve read the FAQs that addresses most of the common engagement questions, and you know the OMA Group Discount Code will be applied to your transaction. You will then receive the option to request a no-risk engagement contract with the contract guide, and a Bond representative will be available to answer any questions at that time. If you then proceed to engage with Bond, a dedicated SR&ED Analyst will be assigned and provide all the answers and hand-holding needed to develop your case to your satisfaction.)
Steps to follow:
- Download SR&ED Medical brochure (mandatory)
- Read new MPC client FAQ (highly recommended)
- Watch testimonial videos (optional but highly recommended)
- Watch the 10-min SR&ED for Doctors on-demand video (highly recommended)
- Download Getting to Know Bond brochure (mandatory)
- Fill in in-take questionnaire (mandatory)
*Request SR&ED Engagement, terms and conditions, and the guide, through Docusign.
*Speak to an SR&ED Assessment Specialist at any time if questions arise.
*Upon engagement, your case will be assigned to a dedicated SR&ED Analyst.
Steps to Determine Your Eligibility
Step 1: Choose Your Path
Decide whether you want to follow the Regular path or the Fast-track path based on your needs and preferences.
Step 2: Review Material
✅ Download Medical brochure
✅ Read MPC Client FAQs
✅ Watch Testimonial Videos
✅Download Getting to Know Bond
✅ Watch SR&ED Doctors on-demand video.
Step 3: Schedule Session or Complete Questionnaire
For the Regular path, select a 45-min joint time slot with an SR&ED Assessment Specialist.
For the Fast-track path, fill in the intake questionnaire and request the SR&ED Engagement contract.