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Research Tax Services Ltd.

  • Research Tax Services
  • Research Tax Services
  • Research Tax Services
  • Research Tax Services

About Us

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Mr. Will Bauer, B.Sc., P.Eng.

Will is an award winning technology innovator and manager.A computer engineer, entrepreneur, and former president of a successful R&D SME company, he has proven success inventing, developing, and bringing to market innovative technologies.  With four patents to his name (and two pending), he has significant experience in R&D combined with intellectual property development and protection.  A team player by nature, Will was co-inventor of the first “industrial super-computer” system for real-time lumber grading, a five billion instruction per second, pipelined, distributed processing hardware/software system and was a key contributor to teams winning some of the world’s major awards for interactive media innovation such as the “LDI Lighting Product of the Year” award, the Ars Electronica “Golden Nica”, and the WDR “Cyberstar” award.

Will has been writing and successfully filing R&D tax credit claims for over 20 years; first for his own R&D activities and, more recently, for clients.  In addition to SR&ED tax credit consulting, he also offers the following services to technology-based companies: strategic planning, R&D project and team structuring/management, business plan development, innovation planning/management, large/medium budget grant and proposal writing, and electronic hardware/software/firmware design and development.

In addition to consulting activities, Will is also an active angel investor, with a very select portfolio of privately held technology companies.

Ms. Shannon Marshall

Shannon is a dedicated member of the Research Tax Services team who has worked with the company since 2004. She brings great depth of experience to the clients she serves, having assisted claimants in a wide variety of R&D sectors - including industrial, manufacturing, agricultural, biological, and medical research.  Her expertise includes SR&ED financial policies, financial analysis and tax planning for small business.

Shannon is an avid golfer, outdoors enthusiast, and animal lover.  She lives with her husband, their two dogs and two cats on their acreage near Tofield, Alberta.

Dr. Richard Pearen, Ph. D

Richard has recently announced his official retirement from Research Tax Services.  As founder and original owner, it has been hard to say good-bye.  But we are certain this new journey will bring many great things to both him and his family.  We look forward to having him back if he ever gets tired of retirement life (not likely, but we can hope...!).

On behalf of all of us at Research Tax Services, we wish you all the best Richard.  You deserve it!