Tax, Trust and Estate Services for people with disabilities and their families.


info@abilitytax.ca

Get Started Now!

Free Online Eligibility Assessment

Or call

1.877.690.0330

Did you know?

1. Many of the credits/benefits may be claimed up to 10 years retroactively.

2. Many of the credits/benefits can be transferred to a family member (including spouse or common law).

3. Most of our services do not require an upfront fee.

 

There is no need to wait until tax time, these credits can be applied for and claimed by us at any time of the year!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

info@abilitytax.ca

Get Started Now!

Free Online Eligibility Assessment

Or call

1.877.690.0330

 

 

Available Credits & Benefits:

  • Disability Tax Credit (DTC)
  • Medical Expenses (including Attendant Care)
  • Caregiver Amount
  • Child Disability Benefit (CDB)
  • Infirm Dependant
  • Eligible Dependant
  • Child Care Expenses (Disability Supplement)
  • Disability Supports Deductions
  • Working Income Tax Benefit (WITB) (Disability Supplement)
  • Child Fitness Tax Credit (Disability Supplement)
  • Canada Disability Savings Grant (CDSG)
  • Canada Disability Savings Bond (CDSB)
  • Home Buyers Tax Credit

Our Services
Choose from one or more of the following services:

Review for Eligible Tax Credits & Benefits
Includes the Disability Tax Credit and related tax savings opportunities

Claim and Recover Eligible Refunds
Retroactive applications and fairness provision filing for optimum results

Registered Disability Savings Plan (RDSP) Qualification Review
Basic RDSP information, provider options and beneficiary qualification

Personal Tax Return Preparation
High quality, in-depth T-1 preparation and filing with family discounts

Trust and Estate Options Assessment
Comprehensive assessment based on immediate and long-term needs

How to Get Started

Contact Us Today!

Our Fees

There are NO OUT OF POCKET fees or expenses from our clients*. Most of our services are on contingency basis (a percentage based fee paid only upon successful recovery of disability related non-refundable tax credits, such as the DTC). No contingency fees are charged for applying for refundable tax credits such as the Child Disability Benefit. If we are unsuccessful in recovering any credits/refunds, there is NO CHARGE. If a DTC application filed by us on your behalf is denied, we will file an appeal (Notice of Objection) to the CRA and challenge the denial at NO CHARGE to you.

*With the exception of our Tax Return Preparation Service and third-party legal advice.

The contingency fee includes:

  1. Gathering all relevant financial, tax, and medical information;
  2. Conducting a tax review;
  3. Interacting with your medical practitioner;
  4. Paying related fees to medical practitioner to complete the DTC;
  5. Submitting requests to the CRA to claim all related credits/benefits;
  6. Monitoring the progress of your report with the CRA;
  7. Responding to any CRA inquiries;
  8. Interacting with your medical practitioner if a questionnaire has been sent by the CRA;
  9. Filing a Notice of Objection on your behalf (only upon denial);
  10. Reviewing all CRA reassessments for accuracy;
  11. Submitting Adjustment Requests for inaccurate Reassessments;
  12. Preparing and delivering a final summary report to you; and
  13. Supplying you with a refund cheque (if applicable).

Our Mission

‘To assist in building financial well-being for all, regardless of one's income, age, or severity of disability.'

Many people with disabilities are missing valuable tax credits and potential refunds for which they may be eligible. We recognize that there are many issues that need to be considered when you are planning for your future financial well-being or that of a family member; we will assess each individual situation and provide direction.

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