Benefits & Credits

Benefits, tax credits and the Disability Tax Credit

There’s real money in credits and benefits that go unclaimed every year. We check what you’re genuinely entitled to and file it correctly, including the Disability Tax Credit through our specialist partner.

Benefits, tax credits and Disability Tax Credit guidance
What’s included

What a benefits and credits review includes

Between federal and provincial programs, most people leave benefits on the table simply because no one told them. We review your situation, identify what applies, and make sure it’s claimed properly, from family and caregiver credits to the Canada Workers Benefit and the Disability Tax Credit.

India and Canada cross-border tax residency and foreign income reporting
How it works

A simple, four-step process

01

Review your situation

A short conversation about your household, health and income.

02

Identify what fits

We list the credits and benefits you genuinely qualify for.

03

File it correctly

We claim them on your return or application, with documentation.

04

Follow through

We track approvals and handle any CRA follow-up.

Who it’s for

You’re in the right place if…

Good to know

Tax credit questions we hear a lot

The DTC is a non-refundable credit for people with a severe and prolonged impairment, and it can unlock other benefits. It requires a certified medical form and a careful application.

For DTC applications we work alongside our specialist partner, disabilitytaxcredits.ca, who focus exclusively on getting these claims approved, while we handle how it fits into your overall tax picture.

Often, yes. If you were eligible but did not claim, many credits and the DTC can be applied retroactively. We’ll check how far back you can go.

Newcomers frequently qualify for the Canada Child Benefit and the Canada Groceries and Essentials Benefit (renamed from the GST/HST credit in July 2026) sooner than they realise. We’ll set up what you’re entitled to.

In their words

What clients say after the first year

They explained my options in plain English and found credits my last accountant missed.No jargon, no lectures. Just a clear picture of where I stood and what to do next. Filing has never felt this easy.

Sandeep K.

Toronto, ON · Healthcare

Fixed pricing, quick answers, and everything handled in one place.Bookkeeping, GST/HST and the corporate return all run on one schedule, so nothing gets missed between providers.

Rachel M.

Ottawa, ON · Professional services

Two years behind, and they never made it awkward.They rebuilt the books, filed the back years and got me current with the CRA without a single lecture about how late I was.

Daniel W.

Vancouver, BC · Retail

I get an actual human on the phone.One named person who knows my file. No ticket numbers, no being passed around, and always a reply inside a day.

Meera P.

Calgary, AB · Consulting

The quote at the start was the price at the end.No surprise invoices, no meter running when I ask a question. That alone was worth switching for.

Andrew T.

Halifax, NS · Trades

They talked me out of something that would have cost me money.I wanted to restructure. They showed me why it was not worth it yet. Advice you can trust is rarer than it should be.

Lily C.

Toronto, ON · E-commerce

They explained my options in plain English and found credits my last accountant missed.No jargon, no lectures. Just a clear picture of where I stood and what to do next. Filing has never felt this easy.

Sandeep K.

Toronto, ON · Healthcare

Fixed pricing, quick answers, and everything handled in one place.Bookkeeping, GST/HST and the corporate return all run on one schedule, so nothing gets missed between providers.

Rachel M.

Ottawa, ON · Professional services

Two years behind, and they never made it awkward.They rebuilt the books, filed the back years and got me current with the CRA without a single lecture about how late I was.

Daniel W.

Vancouver, BC · Retail

I get an actual human on the phone.One named person who knows my file. No ticket numbers, no being passed around, and always a reply inside a day.

Meera P.

Calgary, AB · Consulting

The quote at the start was the price at the end.No surprise invoices, no meter running when I ask a question. That alone was worth switching for.

Andrew T.

Halifax, NS · Trades

They talked me out of something that would have cost me money.I wanted to restructure. They showed me why it was not worth it yet. Advice you can trust is rarer than it should be.

Lily C.

Toronto, ON · E-commerce

Keep exploring

Related services

Personal Tax

For individuals, families, newcomers and the self-employed. We prepare your T1 accurately, claim every credit you’re entitled to, and explain the result in plain English.

Corporate Tax

We prepare your T2 corporate return from clean books, claim the small-business deduction where it applies, and plan ahead so your tax bill is honest, never a shock.

Bookkeeping

Monthly or catch-up bookkeeping in QuickBooks or Xero, reconciled, categorised and reviewed, so your numbers are ready whenever you (or the CRA) need them.

Industries

Who we do this for

Benefits & Credits looks different depending on how you earn. We tailor it to your trade, and these are the ones that ask us most often.

Guide: Deductions checklist by industry. Free to use, no email required. See all free resources, or read the FAQ.

Next step

Ready to sort out your benefits & credits?

Get a straight answer and a fixed quote before you commit.
Call us or send a WhatsApp message. We reply within one business day.

No pressure, no jargon, just a straight answer about your numbers.