This document summarizes information about establishing a disability tax credit claim to receive a tax refund. It discusses how physical or mental health conditions could qualify and provides examples. It also answers common questions about eligibility for minors, duration of the credit, common health conditions, and fees for filing a claim. The professional accountant running this service helps individuals determine if they qualify for the substantial tax refund through this disability tax credit.

1. ContaCt Us
If you feel that you, a friend, or a
family member may have a physical
or mental health condition that may
qualify for this income tax deduction,
please contact our office.
You may be entitled to a substantial
income tax refund.
There is no obligation and all
communications are strictly
confidential. We will not interfer or
G. L. Forrest fcga disturb any existing relationship
you have with your accountant
I am a professional accountant who has or tax preparer.
spent most of my last 48 years in public
practice. As part of my regular personal
tax practice, I prepared many disability tax
credit claims. All of these claims were done
for legitimate claimants and were certified
by qualified medical practitioners. I have
now retired from active public practice in
order to fully focus on helping individuals
Phone (204)-888-7376
who have restrictions in their abilities.
Cell (204)-299-9464
oUr Mission Fax (204)-786-6033
toll Free (855)-769-3946
To create awareness amongst individuals,
doctors, and other caregivers of the Email aac4c@mymts.net
financial benefits available to those who Web aac4c.ca
may qualify for a substantial income tax
refund by establishing a disability tax 1911 Portage Ave, Suite 1
credit claim. Winnipeg MB R3J 0J3

2. Q: i am sure my son would qualify for this
DtC, but he’s only 12 years old. How
could he get a tax refund? He’s never
paid any tax.
A: No problem. If the claimant had very little
or no taxable income, the excess credit can be
transfered to Mom or Dad. Similarly, unused
credits may be transferred from an elder
claimant to a son or daughter or
other caregivers.
Q: if we establish a disability claim, is it
good for one year or for future years?
A: Once approved, the DTC can be claimed in
the current and all future years, as long as your
condition exists. But more importantly, CRA
allows us to go back up to 10 years to amend
income tax returns. This procedure can result
Q: i thought i had to be legally blind or in Q: What kind of physical health condition in a substantial income tax refund.
a wheelchair to qualify? may qualify under this program?
A: We specialize in disabilities as defined A: The list is practically endless, but some
Q: We’ve heard that most companies filing
by Canada Revenue Agency (CRA). Their examples are impairments that restrict your these DtC claims are charging a fee of
definitions & interpretation under the Income walking, speaking, hearing, vision, bowel or 20 to 22% of the refund. Even though
Tax Act should not be confused with definition bladder functions.
of other groups such as Health Canada or this is money we wouldn’t have without
Canada Pension Plan or, for that matter, with Q: My son’s health challenges are not your awareness program, it does seem
traditional concepts of being disabled.
physical in nature. He has had a a little high.
Q: so what is Cra’s definition mental impairment since birth. A: We generally charge a set fee to establish
the claim, which in itself usually has
of “disabled?” Would that qualify?
considerable future value, plus a percentage
A: Although their definitions & interpretaion A: Certainly, depending on the severity of of the income tax refund. In most cases our fee
bulletins are quite detailed & specific, the main his particular case. The Disability Tax Credit should not exceed 10% of the gross refund.
criteria is whether or not your health condition (DTC) applies to most mental impairments—
However, since our fee is strictly on a
has “markedly restricted your basic daily just to name a few, schizophrenia, bipolar
contingency basis, you do not pay us a nickle,
living activities”. disorder, depression, mood disorders or
until the refund is in your bank account.
phychotic episodes.
No refund = no fee!