The Empyrean Group

What The Empyrean Group does

The Empyrean Group Inc. (TEGI) is a privately held Canadian consulting firm headquartered in Maidstone, Ontario, that specializes in SR&ED (Scientific Research and Experimental Development) tax credit advisory services. Founded in 2001 by Nigel P. Harvey, the firm delivers a full-service SR&ED workflow that includes project eligibility reviews, on-site technical information collection led by engineering staff, multi-stage quality-controlled preparation of technical descriptions, CRA audit defense, and eligible-cost identification support for client accountants. TEGI's client base spans Fortune 500 enterprises, lean high-tech startups, and small family-owned firms across software and embedded computing, manufacturing and automotive, environmental science, medical devices, food and beverage, and agriculture.

The firm operates a senior-leadership-driven professional services model with no proprietary technology platform; delivery rests on a compact team of engineers, scientists, and technical writers with multidecade industrial experience. Pricing is quote-based, offered on fixed-fee or percentage-of-claim arrangements under multi-year contracts. Go-to-market is relationship-led, relying on client testimonials (DataRealm at 20+ years, Classic Tool & Die at 25+ years, Fortune 500 clients since 2001), referrals, and free no-obligation initial assessments. TEGI reports a 99.99% claim success rate since 2001 and has helped clients file SR&ED expenditures approaching $100 million. Senior leadership comprises President Alex Hatzivassilis, VP and Controller David F. Bodi, Senior Technical Advisor Frank Naccarato, Senior Financial Advisor Edward Hooft (a former CRA SR&ED Financial Review Manager), and Accounts Manager Michelle A. Reid. The firm has begun US market expansion through strategic partnerships with ConceptInero, RD Refunds Canada Inc., and Source Advisors.

Name

The Empyrean Group

Legal name

The Empyrean Group Inc.

Website

https://tegi.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

The Empyrean Group is a privately held Canadian consulting firm that prepares and defends SR&ED (Scientific Research and Experimental Development) tax credit claims for clients ranging from Fortune 500 enterprises to high-tech startups and small family-owned firms across multiple industrial sectors.

Ownership category

akta.pro rank

Headquarters

HQ city

Windsor

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. SR&ED Consulting Services: Professional services revenue generated through SR&ED tax credit claim preparation and advisory services. The company offers flexible fee structures including fixed fee arrangements and percentage-based billing depending on client needs.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

The Empyrean Group is a Canadian SR&ED (Scientific Research and Experimental Development) tax credit consulting firm that helps Canadian and US companies identify eligible R&D projects, prepare high-quality technical descriptions, identify eligible costs, and defend claims during CRA audits. Services are delivered through on-site technical advisor visits and remote work by a team of engineers, scientists, and technical writers, with engagement beginning via free no-obligation assessments and structured on flexible fixed-fee or percentage-based fee arrangements.

Product overview

The Empyrean Group is an SR&ED (Scientific Research and Experimental Development) tax credit consulting firm offering a comprehensive suite of services. Their service portfolio includes: Technical Review to Identify Projects, On-Site Collection of Technical Information, Preparation of Reports (Technical Descriptions), CRA Audit Support, Assistance in Identifying Eligible Costs, and Presentations and Information Sessions. These services work together as a unified offering to help clients prepare and file successful SR&ED claims, from initial project identification through final tax return preparation and audit defense.

Differentiator

Problem solved

Functional benefit

Products and services

• Technical Review to Identify Projects Empyrean conducts a Technical Review to identify all potentially eligible SR&ED projects and activities for the client, involving a detailed examination of the client's products and processes. Intended for Canadian and US companies performing R&D that may qualify for SR&ED tax credits.
• On-Site Collection of Technical Information Technical advisors visit client sites to collect technical information by interviewing managers, project leaders, and technical staff, and reviewing supporting documentation. The service is designed to minimize intrusion into client operations, with brief interviews and no requirement for staff to write their own reports.
• Preparation of Reports (Technical Descriptions) Empyrean prepares high-quality, professionally written technical descriptions for each project, subject to a multi-stage quality control process, with draft reports typically delivered within two to four weeks and final versions prepared for inclusion in the client's tax return. Intended for clients seeking defensible SR&ED technical narratives.
• CRA Audit Support Empyrean assists clients in preparing for CRA audits, leveraging rigorous preparation and an exemplary reputation to defend claims successfully and ensure fair treatment by the CRA. Intended for SR&ED claimants who face or anticipate audit review.
• Assistance in Identifying Eligible Costs Empyrean assists clients in preparing cost summaries for each SR&ED project, working closely with the client's internal financial personnel and accountants to identify all eligible costs.
• Presentations and Information Sessions Before an engagement, Empyrean provides prospective clients and their personnel with a detailed overview of the SR&ED program and its benefits, answering questions about project eligibility, allowable costs, and documentation requirements.

Quantifiable outcome

• 99.99% SR&ED claim success rate maintained since 2001
• +2 more outcomes

Named customers3 records

Segments9 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor.

• ConceptInerominorStrategic or Co-development PartnerStrategic partner shown in logo section, helping expand coverage across multiple industries in Canada and US.
• RD Refunds Canada Inc.minorStrategic or Co-development PartnerStrategic partner shown in logo section, helping expand coverage across multiple industries in Canada and US.
• Source AdvisorsminorStrategic or Co-development PartnerStrategic partner shown in logo section, helping expand coverage across multiple industries in Canada and US.

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Source Advisors: Canadian SR&ED tax credit consulting firm serving R&D-performing companies with claim preparation and CRA audit support. Directly comparable to TEGI's core service offering; also listed as a TEGI strategic partner, suggesting close market overlap.
• RD Refunds Canada Inc. Canadian boutique SR&ED consulting firm providing tax credit claim preparation and audit support. Directly comparable to TEGI in service offering and target client base (Canadian R&D-performing firms); also listed as a TEGI strategic partner, indicating overlapping markets.

Broad incumbents

• BDO Canada SR&ED Practice: BDO Canada's national SR&ED tax credit practice offers claim preparation and advisory services as part of a broader accounting/advisory portfolio. Comparable to TEGI in service line but competes with deeper resources, brand, and cross-border reach.
• KPMG Canada R&D Tax Credits: KPMG's Canadian R&D tax credit practice provides SR&ED claim preparation and audit support within a Big 4 advisory platform. Overlaps with TEGI on service and target clients but benefits from enterprise brand, multi-jurisdictional reach, and integrated tax/advisory offerings.

Peers

• Deloitte Canada R&D Tax Incentives:

Market position

Strengths4 records

Weaknesses3 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/the-empyrean-group-inc-
• Instagraminstagram.com/tegi_racing

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Empyrean Group