Initial assessment to determine eligibility for the Disability Tax Credit

Comprehensive assistance with DTC application preparation and submission

Review of medical documentation and history to ensure accuracy

Assistance with obtaining necessary medical assessments and reports

Appeal support for denied DTC applications

Maximizing your DTC claim to secure the maximum possible credit

Conduct a thorough consultation to assess your eligibility for Home Renovation Tax Credits

Collect and verify all receipts and invoices from contractors for eligible renovations

Guide you through the submission process, including filing deadlines and requirements

Provide guidance on how to properly categorize different renovation expenses for the best possible credit

Offer consultation on maximizing future credits or refunds from other disability-related benefits

Determine if you qualify for retroactive claims for missed years, potentially resulting in a tax refund

Check for any additional tax benefits related to disability that may have been overlooked

Ensure that expenses such as prescriptions, medical devices, therapy, and accessibility equipment are included in your claim

Ensure that all forms are accurately completed and submitted in compliance with CRA guidelines

Conduct a detailed consultation to assess your child's eligibility for the Child Disability Benefit (CDB)/p>

Provide guidance on how to file for the Disability Tax Credit (DTC) if not already done.

Provide information about other government programs that could benefit families with children with disabilities

Offer referrals to legal or financial advisors for additional specialized assistance if needed.

Assess your current life and health insurance policies to identify any gaps in coverage

Evaluate your eligibility for disability-specific insurance benefits, including life insurance with disability riders

Examine your existing life insurance policy to ensure it includes appropriate coverage for disability-related issues

Provide guidance on maximizing your health insurance to cover treatments specific to your disability

Assess your eligibility for Long-Term Disability (LTD) insurance to provide ongoing support in case of extended disability

Help with choosing the right RDSP investment options based on the individual’s financial goals and risk tolerance

Assist in developing an investment strategy for the RDSP based on individual needs

Guide families to other financial assistance programs for individuals with disabilities