Privacy Policy


Privacy Policy

Your privacy is very important to us as the receipt and secure handling of your personal information enables us to perform the vital tasks necessary to obtain your Disability Tax Credit.

1.) How do we collect your personal information?
We collect your personal information by means of personal interview and the physical receipt of confidential tax and medical records.

2.) Why do we collect specific personal information?
We collect your personal information in support of your application for a Disability Tax Credit and appropriate retroactive income tax relief pursuant to section 118.3 of the Income Tax Act and subsequent access to various federal and provincial disability programs.

3.) How do we securely store your information?
Your information is scanned and/or entered into our medical/legal database and is stored on an encrypted server which is located in a secure office which has electronic access control and is monitored 24/7 by an independent alarm company.

4.) Who has access to your personal information?
Usually, only three of our employees have authorized access to your confidential information:
a.) The employee who conducts your initial interview and receives your confidential information, tax and medical records on behalf of the company;
b.) Our Medical Liaison who reviews your file and liaises with your doctor and the Canada Revenue Agency;
c.) Our Accounting / Tax professional who processes your retroactive income tax amendments. If any further access is necessary, we will seek your prior written permission.

5.) Who do we share your personal information with?
We only share your personal information with your attending Doctor and the Canada Revenue Agency who are both bound by strict confidentiality protocols. If we believe that further disclosure is necessary, we will seek your prior written permission. However, we do obey lawful orders and/or warrants to produce personal information if properly prepared and served upon us. Your information may be shared confidentially with an Arbitrator in the unlikely event of a dispute.

6.) How do we use the specific personal information collected?
We use your information strictly to support our firm’s efforts to assist you in the applicative process for a Disability Tax Credit and appropriate retroactive income tax relief and subsequent access to various federal and provincial disability programs. Included within that mandate is liaising with your medical practitioner to ensure that the medical evidence recorded on your completed Disability Tax Credit Certificate (Form T2201) by your attending physician satisfies the legislative requirements of section 118.3 of the Income Tax Act as to form and specific content.

7.) What personal information is subsequently disposed of and in what manner your personal information is disposed of?
At the conclusion of our business relationship, all scans of your personal tax and medical records are removed from our medical/legal database and digitally shredded making future retrieval impossible. Paper records are securely destroyed by cross cut shredding and incineration.

8.) What personal information do we retain at the completion of our business relationship and for what purpose?
We retain only your name, contact and billing information in our accounting database as required by law.

9.) Do I have a right to review my own information and/or make corrections?
Yes, just contact us toll free at your convenience to make arrangements to review your own file and/or make any necessary corrections.