Skip to main content
Canadian family in a warm, bright living room
Disability Tax Credit Concierge — Serving All of Canada

We Coordinate Your Disability Tax Credit Application — From Medical Form to CRA Approval.

Our team works directly with your medical practitioner, prepares your T2201 using the functional language CRA evaluates, and manages every step through to approval and retroactive tax adjustments. You focus on your life. We handle the process.

1-844-MY-BENEFITS+1 (844) 692-3633

Our fee is 25% of retroactive refunds only — collected after approval. No upfront costs. No fee if not approved. Compliant with the Disability Tax Credit Promoters Restrictions Act.

0%

of eligible Canadians never claim the DTC

Statistics Canada

0 Years

of retroactive refunds available to claim

CRA T2201 Guidelines

$0,000–$40,000+

typical retroactive refund range (federal + provincial)

CRA calculations

How We Operate

Why Families Trust Us

We believe the DTC application process should be transparent, well-coordinated, and respectful. Here is how we earn that trust.

Written Agreement First

Before any work begins, you receive a clear written agreement outlining our services, your rights, and our fee structure — in plain language.

Transparent Fee Disclosure

Our fee is 25% of retroactive refunds only. No upfront costs, no hidden charges. If your application is not approved, you owe nothing.

CRA Authorization Process

We follow CRA's formal representative authorization process. You remain in control of your file at all times.

Canadian Data Storage

All personal and medical information is handled in full compliance with PIPEDA and Canadian federal privacy law.

Clinical & Tax Coordination

Our team coordinates directly with your medical practitioner and manages the tax adjustment process — so nothing falls through the cracks.

We Work With CRA — Not Against It

We prepare thorough, accurate applications that align with CRA's eligibility criteria. Our goal is a clear, well-supported submission — not an adversarial process.

Who May Qualify

Eligibility Is Based on Functional Impact — Not Diagnosis Alone

The Disability Tax Credit is not based solely on having a medical diagnosis. CRA evaluates whether a condition causes a marked restriction in your ability to perform basic activities of daily living — such as walking, dressing, feeding, or managing your own care — even with medication or therapy.

You may also qualify if you require life-sustaining therapy at least three times per week (such as insulin management for Type 1 diabetes), or if you experience cumulative effects from two or more conditions that together significantly restrict your daily functioning.

Many people are eligible but never apply — often because they assume their condition doesn't qualify, or because the application process feels too complex. That's where we come in.

Common Qualifying Conditions

Our Process

Three Steps. We Handle All of Them.

From your first conversation with us to CRA approval, we coordinate every step — so you don't have to navigate the process alone.

01

Free Eligibility Assessment

Tell us about your condition and how it affects your daily life. Our team reviews your situation and lets you know whether you may qualify — at no cost and with no obligation.

This is a short, confidential questionnaire — it typically takes under two minutes.

02

Medical Coordination & T2201 Preparation

This is where most DTC applications succeed or fail — and where our work matters most.

We contact your medical practitioner directly. We explain what CRA is looking for. We work to ensure the T2201 form describes your functional limitations in the specific language CRA evaluates — not generic medical terminology, but precise descriptions of how your condition affects daily activities like walking, dressing, feeding, or managing your own care.

You do not need to coordinate between your doctor and CRA. We do that for you.

Many applicants who are denied the DTC are denied because of how the form was completed — not because they were ineligible. This step is designed to prevent that. CRA makes the final eligibility determination.

03

CRA Submission, Monitoring & Tax Adjustments

We submit your completed application to CRA, track its progress, and respond to any follow-up requests on your behalf. Once approved, we coordinate retroactive tax adjustments going back up to 10 prior tax years, where applicable under CRA rules — and set up the Child Disability Benefit if you have eligible dependents.

From start to finish, you do not need to call CRA, chase paperwork, or manage timelines. That is our job.

The typical process takes 3 to 6 months depending on CRA processing times and your medical practitioner's availability. CRA makes the final eligibility determination. Timelines vary depending on individual circumstances.