From your first conversation with us to CRA approval, we coordinate every step of the DTC application process. Here's exactly what to expect.
Start with our brief, confidential questionnaire — or call us directly. We review your situation and provide an honest assessment of whether you may qualify for the DTC. This step is completely free and carries no obligation.
If you choose to proceed, we provide a clear written agreement outlining our services, your rights, and our fee structure. We then obtain CRA representative authorization so we can act on your behalf.
This is where our expertise makes the biggest difference. We coordinate directly with your medical practitioner to complete the T2201 form using precise, CRA-aligned functional impact language. Once approved, we also guide you on additional benefits you may now be eligible for, including the RDSP and Child Disability Benefit.
We submit your completed application to CRA and actively monitor its progress. If CRA requests additional information or clarification, we handle it directly.
Once approved, we coordinate retroactive tax adjustments for all eligible previous tax years — up to 10 prior tax years, where applicable under CRA rules. CRA issues any refunds directly to you.
If your DTC application has been denied, it doesn't necessarily mean you don't qualify. Many denials are caused by documentation issues — not ineligibility. We review your previous application, identify the gaps, and either resubmit with stronger documentation or file a formal objection with CRA.
Take our free eligibility assessment. It takes less than 2 minutes and there's no obligation.
Check My Eligibility