10-Year Holistic Tax Review
A calm, step-by-step review of up to 10 years of your CRA history to uncover refunds and benefits you may have missed.
🌟 Top 5 Missed Refund Opportunities
Many Canadians quietly miss out on money they’re already entitled to — often for years. A holistic 10-year review can surface:
- 💸 Uncashed CRA cheques — Payments issued but never deposited.
- 🧑🦽 Disability Tax Credit (DTC) — For eligible medical or long-term conditions.
- 🎓 Education credits — Unused or transferable from a spouse or dependent.
- 👶 Canada Child Benefit / GST-HST — Missed due to filing gaps or status changes.
- 💼 Medical & work expenses — Travel, therapy, or home-office costs that were never fully claimed.
How It Works
Simple, transparent process from first call to coordinated next steps.
- 1
Discovery call
Start with a free 15-minute call to confirm fit and review your case timeline.
- 2
Clarity intake
Complete intake and CRA authorization so records can be reviewed accurately.
- 3
Review, implementation, coordination
Receive findings, recommended adjustment steps, and coordinated guidance through the process.
This review is designed to complement — not replace — your existing accountant or tax professional. CRA ultimately decides eligibility and processing timelines; our role is to help you ask the right questions in a clear, organized way.
Reclaim What’s Rightfully Yours
Many households quietly miss out on thousands of dollars in unclaimed benefits and refunds over a decade. Let’s make sure your money finds its way home — safely, compassionately, and in alignment with your life today.
Prefer Spanish? The 10-year review is also available en Español — just let us know during your call.