We’ve Helped Thousands Of Canadian Families Since 2007

Your Trusted DTC and Health-Related Tax Specialist

Little Known Facts

Most of the tax credits that can be obtained regarding health problems have the same point of entry: the approval of the Disability Tax Credit, commonly referred to as the DTC.

Once eligibility to the DTC has been determined, the journey to getting every dollar you are entitled to is only getting started. You may be admissible to a range of credits, some federal, some being under your provincial tax system.

There Are Several Tax Credits And It Is Common To Not Know Everything About Them. Even For The Best Accountant!

Indeed, there is more to it than simply sending a claim. We have referrals from accountants on a regular basis. It is not uncommon for us to complete the initial approbation and retroactive tax.

It Takes Commitment To Be Able To Provide You With Top-Notch Service That We Are Very Proud Of.

Alisa Refunds is a team of experts with extensive training on all of the refund possibilities for each of the last 10 fiscal years.

FAQs

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1. Who can benefit from the DTC?
No, the credits and deductions that we obtain for our clients are very different from the CPP Disability Benefits.

Yes. If his death occurred during the past ten years its possible that any credits he may have benefited from while he was alive may now be passed on to his estate. Though he has passed away, it is still possible that his tax files be re-evaluated to include health-related tax credits that he should have applied for while he was alive. Families often discover this fact when an opportunity allows them to do so after the trying times of illness.

Yes, it is possible to process a file without involving the other parent, although it is also possible that the other parent may be eligible for refunds you cannot have. In this case, we can open a file for the other parent without any interaction required between the parents.

2. Admissibility

No, using a wheelchair, a cane or any other device is not a measure given by the government to be eligible to mobility related tax credits. If your doctor is not aware of all the criteria regarding this subject, our specialist at Alisa Refunds can intervene and facilitate the process of obtaining the correct documentation and the corresponding refunds.

Yes, the criteria for the CPP Disability Pension are completely different than the criteria for tax credits and tax deductions. Being refused for the CPP Disability Pension does not stop you from receiving refunds from health related tax credits, which is our specific expertise.

No, having a high income can actually increase your chances of receiving certain credits.

According to the income tax legislation in Canada, to be admissible a person must have or have had a health restriction for 12 consecutive months (or longer) which is either temporary or permanent and has slowed down their daily activities in one or more of the following functions: Walking (reduced mobility), Feeding (including the preparation of meals), HearingElimination (bowel or bladder functions), Verbal Communication (speech impediment), Mental FunctionsDressingVision (blindness or acutely reduced field of vision), Life-Sustaining Therapy (ex.: dialysis, respiratory therapy)

What we do at Alisa Refunds is a complex process demanding much effort and work over a long period of time (usually several months). Many accountants are hesitant to even try to retrieve those particular tax credits since there is no guarantee of a refund at the end of the process. Therefore, it is difficult for accountants to charge clients for this kind of work. If they don’t succeed in retrieving health related tax credits, how will they be able to charge you for the hours spent working on your case?

No. Many of our clients are working and still receive health related tax credits. If you suffer from a health problem that restricts your daily activities but still allows you to work, you are very likely to benefit from our services.

3. General

Yes, a requirement for us to work on that family member’s behalf is their signature on an authorization form. If this family member is unable to sign then a legal representative for that person can sign it.

Over the years we have developed the expertise to obtain retroactive tax credits in diverse ways. In some cases, the person who has health restrictions cannot benefit from a tax credit, but a family member can. By doing a full family analysis, we increase your chances to qualify for retroactive (federal and provincial) tax credits.

No, you will not have to send us any document from your medical records in order to obtain your health related tax credits.

It depends on your situation. In some cases, the government has already recognized a person’s medical condition. If this is the case, no forms need to be filled out by the doctor or qualified practitioner. If not, we will provide you with the required forms so you can discuss them and get them filled during your next medical appointment with your doctor or qualified practitioner.

Current tax laws allow us to obtain retroactive tax credits or retroactive tax deductions for the last ten (10) years. For example, for a file opened in 2024, we can go back to 2014.

No, the amounts obtained come from deductions and additional tax credits which are granted to you retroactively. They are not added to your income and do not change anything about your previous income or even the current year.

No. No visit to our office is necessary because all interactions with our customers are done by telephone contact and regular mail. However, although it is not necessary, you are always welcome if you would like to meet us in person. Our office is located in Ste-Thérèse, Québec.

No. When opening your file with Alisa Refunds, we will send you by regular mail depending on your province of residence one (1) or two (2) limited authorization form(s) allowing us to access your tax file. We will thus be able to access your tax returns for the last ten (10) years (federal and provincial) and carry out our 150-point tax analysis.

No way. Alisa Refunds never receives the refund amounts owed to you. These will always be sent to you directly by the government(s) concerned.

4. Delays

Typically after six to eight weeks, our fiscal analysis of your file will be completed and we will then be able to tell you if we found unclaimed amounts for you. Subsequently, it will generally take between four and six months before you receive all your refunds.

5. Fees

No, it is not necessary to have substantial income to benefit from most of the income tax credits that we obtain for our clients. Also, certain credits are available solely for taxpayers with modest incomes.

We charge 20% of the amounts received due to our work. All tax refunds are sent directly to you. There are NEVER any upfront fees with Alisa Refunds. We will only send you an invoice for our services AFTER you receive your refund or tax saving. We don’t get paid until you receive a benefit.

No, there are no fees to open a file, nor for us to process a file. If you do not receive additional amounts to what you may already have, our services will not cost you a penny and you will not receive an invoice from Alisa Refunds.

No. Our policy states that if you do not receive any refunds as a result of our work you have no fees to pay to Alisa Refunds. With no cost to you, we can open a file and do the necessary research. The only time you will get and invoice from our firm is when you receive refunds for past years or obtain tax savings related to the current tax year.

No. You will be charged fees only on new credits and/or additional deductions that we obtain for you and not on what you already receive.

No. First, you will receive 100% of the refunds owed to you as a result of our work. Subsequently, we will send you an invoice representing 20% of the amounts received. Under no circumstances do we receive your refunds.

No, the amounts you will receive as a result of our work are non-taxable.

No, our fees only apply to previous years and the current year. For future years, you will continue to benefit from our work either by saving on the tax payable or by continuing to receive additional credits.

6. About Alisa Refunds

Yes, we regularly give presentations to a variety of groups such as retirement homes, healthcare providers, accountants and non-for-profit organizations.

Alisa Refunds Inc. is an incorporated firm as defined by the Canada Business Corporations Act.

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