If you want to find out if you are one of these people, our unique free service will define what credits and refunds you may be eligible for and then tell you what your options are.  It will take just a few minutes of your time and there is no cost or obligation for this service. The tax review includes family members and caregivers and can be initiated by either party. It is strictly confidential and there is no risk of any kind.
Free online tax review or call us toll free Contact Information



TAKING ACTION

How can I get a tax review? here
Who is the free tax review most likely to benefit? here
What does the free tax review include? here
Why is the tax review free? here

Testimonials

Factors That Influence Qualifying for Disability Tax Credits
There are many factors to consider you may not be aware of that influence eligibility and the finacial results of qualifying for disability tax credits.  These include income levels, tax history, transfer options, relationships (as defined in the Income Tax Act - includes common law), timing, severity of infirmity and last, but not least, the knowledge and attitude of your tax advisor.

You have three choices if you want a free, no obligation tax review by a tax retrieval professional. 

1) Call toll free 1-866-448-2188 and ask for a tax review. We will either start the process immediately or quickly call you back if we are unavailable. Please have your tax return for last year on hand.

2) Apply online by completing or downloading simple forms.  go here

3) Attend an upcoming free tax reduction clinic (see dates) and book an appointment for a tax review on one of the days following the clinic. This may be in person or later by phone.  Income level is not important to obtaining a tax review.

After the Tax Review
Your tax review will establish options regarding disability tax credits specific to your situation.  If eligibility is determined, one of your choices will be to engage our firm to take the next step for you.  We will assist you in establishing your eligibility and then file applications, claims and adjustments to CRA for you.  We will maximize the benefits to you and there is absolutely no risk.  Our fee is based only on successful results and is a percentage of the refunds we get for you that you are not already getting. Our fee is generally tax deductible.  There are no up front fees, no risk and no future obligations. The worst that can happen is that you end up where you are now. Being represented by experienced professionals not only makes the process much easier and more likely to succeed but maximizes results that often covers the fee.
FAQ section. 

Who is Most Likely to Benefit From a Free Tax Review?

1) You are a person with a disability under prolonged medical care for at least one year. Income level not important.

2) You suffered a mental or physical injury or illness that permanently or temporarily markedly affects or did affect your daily living during the last ten years.

3) You want to know if you are eligible for the Disability Tax Credit and what is the financial benefit of obtaining one.

4) You provide financial support for a spouse (common law included), relative or dependant that is under a doctor's care or who has suffered a mental or physical injury, illness or infirmity within the last 10 years that markedly and continually affects their daily living. Includes home and attendant care expenses wherever needed.

5) You have significant personal medical expenses you have not claimed.

What Does the Free Tax Review Include?
Some situations may not apply.

Allows for simultaneous tax review for the past ten years in all provinces and territories

Helps define eligibility requirements for the Disability Tax Credit, the financial advantage of doing so and the best process to follow in obtaining one.

Provides a collaborative tax analysis that includes the person with a disability, their spouses and other family members and caregivers to achieve the most favourable tax outcomes for everyone.

Allows for multiple claims and considers transfers, splits, dependants, childcare, travel, attendant care, nursing or retirement home and related attendant care expenses.

Automatic adjustment for childcare expense of infirm/disabled children.

Inclusion of unclaimed medical expenses that are allowable tax credit deductions.

Calculates and maximizes rollover of medical expenses to the following year.

FAQ Section    

Some of the credits and deductions people with disabilities or their families or caregivers may be eligible for.
1) DISABILITY TAX CREDIT CERTIFICATE
2) ELIGIBLE DEPENDANT TAX CREDIT
3) CAREGIVER TAX CREDIT
4) DISABILITY SUPPORT DEDUCTIONS
5) CHILD CARE SUPPLEMENT AND EXPENSES
6) ATTENDANT CARE EXPENSES
7) MEDICAL EXPENSES

What Clients Have Said More testimonials
"Both situations (i.e. personal and as a support provider for an elderly parent - editor) were complicated and needed the help of a professional. Your work was bang on and it was a real comfort to have such competent service. I am very pleased with the results."
Paul Latour, Ottawa

"I was treated with extreme understanding. I had no expectations and you brought a new light to this situation. You did a lot of work and I am extremely satisfied."
A. Coburn, Ottawa

"Anything like TaxWise that works to improve the financial situation of the disabled community deserves serious consideration."
Jim Harnden, Executive Director Cowichan Valley Disability Resource Centre, Vancouver Island

More questions?
It is not unusual that you will have questions about your unique situation. Please review the information here, in the FAQ section and on the application forms. Then by all means, call us with your questions or concerns.  We are not an anonymous corporation and  like to hear from our clients.

CONTACT INFORMATION

TaxWise Inc.  
200-2520B St. Laurent Blvd.
Ottawa, ON K1H 1B1
Toll free: 1-866-448-2188 
Telephone: 613-733-2188 Fax: 613-733-2131

Email