Canadian R&D
Tax Credit Expertise

“I’ve worked with Simon and team across two companies. I expect good value, and they deliver. They understand our technology, know how to deal with the CRA, and make sure we claim everything we’re entitled to at a reasonable fee. They turn a few hours with our technical people into a completed SR&ED claim and coordinate with our accountants. I give them the go-ahead and they get it done. I’ve recommended them to others and wouldn’t hesitate to do so again.”

— D.S., CTO of an automotive and transportation engineering company

“After years of working with different SR&ED providers, it took me a long time to find a partner who gave me real confidence in the process and the quality of our claims. Simon’s expertise, professionalism and thorough approach stand out. He takes the time to understand the business, asks the right questions, and builds a claim through a clear, well-supported process. His knowledge and attention to detail contributed to an excellent result. I would confidently recommend Simon and Action Berry.”

— J.E., CEO of a retail experience technology company

“Our clean-energy development spans turbine mechanics, generator design and control software. Simon helped us explain the technical challenges and organize the work into clear SR&ED projects. He asked focused questions, prepared the descriptions and gave us specific points to check and expand. We could concentrate on the engineering details while he handled the SR&ED requirements. I appreciated that practical approach and his ability to make sense of how the different parts of our development work fit together.”

— M.L., CTO of a distributed renewable energy company

“Simon has helped us through difficult SR&ED audits, objections and an ongoing appeal. He knows the case law, CRA policies and how the process works in practice. He listens, tells me straight where we stand, and takes ownership when needed. He works constructively with CRA and our team to put the strongest case forward that the evidence supports. I trust his judgement about when to push and when to rethink the approach. He’s someone I can count on when things get complicated.”

— S.M., CEO of a software technology company

“After a difficult first SR&ED experience, it was reassuring to work with Simon and team. Simon explained the issues clearly, worked with our technical and accounting teams, and kept the engagement within our agreed budget. We received our 2025 refund without an audit. He also identified an opportunity to challenge the previous year’s assessment and is helping us pursue it. I appreciate his thoroughness and knowing we have someone experienced looking out for us. We’re very happy to work with them again.”

— R.C., VP of Operations at an at-home medical diagnostics company

“We’ve worked with Simon on our SR&ED claims for many years, both during his time at PwC and now through ActionBerry. What has always distinguished Simon is that he doesn’t simply know the SR&ED rules and forms - he understands how the CRA interprets a claim, what they are likely to question, and what makes a claim credible and defensible.

Simon also helped us improve the way we document our development and QA activities throughout the year. His processes became integrated into our development efforts, helping our team recognize what constituted SR&ED work and capture the supporting evidence while that work was actually taking place. That proved particularly valuable when Simon assisted us through a CRA audit.”

— S.H., CEO of an enterprise IT management company

“I’ve worked with Simon on research and development projects over the past 10 years, a relationship that continues today through Action Berry. He’s a remarkable talent, able to quickly understand the purpose of our complex work and handle CRA requests and submissions from A to Z. Once we started working with Simon, our filings became more streamlined and organized, which helped move our claims toward a more predictable pattern of success without audit. Simon knows our technology inside out! We very much appreciate working with him and recommend him to everyone doing R&D.”

— T.D., CEO of a sustainable infrastructure materials company

“Simon has been a trusted advisor to our organization for more than a decade. His expertise and strategic guidance have helped us establish a consistent and effective approach to preparing and submitting our SR&ED claims, providing the clarity and confidence needed to ensure our submissions meet expected standards. Simon’s professionalism, knowledge, and attention to detail have made the filing process efficient, seamless, and timely.”

— J.B., CEO of enterprise content management company

“Simon Berry has been invaluable in helping us navigate the SR&ED claim process and respond effectively. He brings an exceptional combination of technical competence and deep knowledge of the program. Just as importantly, he is a patient coach and trusted advisor who takes the time to understand the issues and provide clear, practical guidance.”

— A.M., CEO of a workplace safety technology company

“Simon has been an exceptional SR&ED advisor to us for nearly 20 years, a relationship that continues today through Action Berry. When we first worked together, he revisited a claim prepared by another firm and tripled our return by identifying eligible work and expenditures that had been overlooked. Since then, he has consistently delivered excellent results through a trusted, thorough and highly knowledgeable approach.”

— D.B., Co-Founder of a digital agency