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Our Services

We take care of the entire A-to-Z, from initiating your claim to follow up and review with CRA and your medical practitioners. Our team of tax experts ensure that you receive every dollar you are entitled to.

A
Disability Tax Credit (DTC)

Disability Tax Credit (DTC)

A non-refundable tax credit applied yearly to your tax return. Amount depends on age, province of residence and number of years claimed.
B
10-Year Tax Review

10-Year Tax Review

We review your past 10 years of Notices of Assessment to see if all your credits have been maximized. Trust one of our tax experts.
C
Appeals & Objections

Appeals & Objections

Was your claim denied by CRA? We can help you appeal or object their decision. Our medical experts can review your eligibility.
D
Child Disability Benefit (CDB)

Child Disability Benefit (CDB)

If you were under 18 in any of the past 10 years, you may be eligible for larger amounts including a DTC supplement and retroactive CDB.
E
Medical Review & Coordination

Medical Review & Coordination

We correspond with any medical professionals on your behalf to expedite your approval.
F
Registered Disability Savings Plan (RDSP)

Registered Disability Savings Plan (RDSP)

After approval, apply for a special savings plan with matching government grants and bonds.
Our Process

How We Work

We believe in a systematic approach to ensuring your claimed is approved and maximized. Our methodical process reviews your tax and medical history and makes sure we obtain the correct information from your medical practitioner to proceed. After your application is filed with CRA, we continue follow up until you claim is approved and you receive a refund.

Assessment

We obtain information from you about your medical history & CRA access from you and any supporting family members.

Strategy

Our medical and tax experts compose a tailored roadmap for you based on your medical information and tax history.

Follow-Up

If necessary, we will follow up with your medical practitioner until we have the documents required for your application.

Application

We file your application for the Disability Tax Credit and/or any related credits with the CRA.

Approval

We continually follow up on the status of your application. In the small chance your application is rejected, we may attempt to appeal the decision.

Contact Us
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Or come visit us at:

301 Howard St. #600
San Francisco, CA 94105