Indexed practice
SR&ED
786 Venture CPA
Calgary CPA firm helping tech and SaaS companies prepare and file SR&ED claims, with technical narratives, financial schedules, and CRA audit defence alongside broader tax and bookkeeping.
Calgary CPA firm helping tech and SaaS companies prepare and file SR&ED claims, with technical narratives, financial schedules, and CRA audit defence alongside broader tax and bookkeeping.
786 Venture CPA is a Calgary, Alberta CPA practice that publishes SR&ED (Scientific Research and Experimental Development) claim preparation and filing for tech and SaaS companies alongside personal and corporate tax, bookkeeping, payroll, fractional CFO, and cross-border filings.
Public tech/SaaS positioning covers SR&ED technical narratives, financial schedules, audit defence, revenue recognition for SaaS, and investor-ready financials. The firm also markets fixed monthly packages and an SR&ED filing-only contingency-style add-on (operator-published). Confirm written commercial terms and claim scope directly with 786 Venture CPA.
Public contact surfaces list (844) 786-8272 / (587) 715-1200 and #115, 1925-18th Ave NE, Calgary, AB. Operator-published marketing metrics (clients served, aggregate tax savings) should be treated as firm claims, not Index-audited outcomes.
Index Verified means 786 Venture CPA completed Credit Index Trust Gate review against published methodology. It is not a CRA endorsement and not tax advice. Confirm engagement terms, fee models, and current credentials directly with the firm before instructing.
Services
- Canada SR&ED claim preparation and filing
- SR&ED technical narrative drafting
- Financial schedules and eligible cost mapping
- CRA audit defence
- Tech / SaaS accounting packages
- T2 corporate tax
- Bookkeeping and payroll
- Cross-border Canada–US filings
- Fractional CFO advisory
Compensation model
How the practice publicly describes fees. Confirm written commercial terms before instructing. The Index does not guarantee claim outcomes.
Hybrid
- Fixed fee
- Contingency / success fee
- Hybrid
Public site markets fixed monthly industry packages and an SR&ED filing-only option priced as a percentage of credit recovered (operator-published). Confirm written commercial terms directly with 786 Venture CPA. The Index does not guarantee claim outcomes or CRA timelines.
Geographies & tax codes
Where the practice is indexed to operate, and the incentive schemes it publicly covers. Always confirm current program rules with the firm and the relevant authority.
Geographies
- #115, 1925-18th Ave NE, Calgary, AB T2E 7T8, Calgary, AB, Canada
- Headquarters: #115, 1925-18th Ave NE, Calgary, AB T2E 7T8, Calgary, AB, CA
- Canada · Calgary HQ
- Remote across Canadian provinces (operator-published)
Tax codes & schemes
- Canada SR&ED
- T2 corporate tax
- GST/HST
- Cross-border Canada–US tax
- SR&ED
Team
Lorielyn Del Rosario
Admin & Operations Manager (claim correspondence)
- Public claim correspondence from admin@786vcpa.ca
Licensed CPA team
CPA Alberta / CPA Canada (operator-published)
- Firm markets CPA Canada membership and CPA Alberta licensing
- Confirm named engagement CPAs on 786vcpa.ca
Public writing & citations
Tools & methods
Delivery methods and software tools associated with this practice. Catalog platforms link to Index platform dossiers when available. Confirm current stack with the firm.
- SR&ED claim preparation
- Technical narrative drafting
- Eligible cost mapping
- CRA audit support
- SR&ED technical narratives
- CRA correspondence
- Cloud bookkeeping
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