We Provide Specialty Tax Filing Services for Seniors…

You’ve worked your entire life to get where you are today.

A qualified tax professional will minimize your tax exposure, so can you live comfortably and without worry.

Of course, filing your taxes with care and diligence is what we do for every one of our clients. However, the biggest part of our job when we work with seniors is to ensure you are aware of all the appropriate deductions and government incentives available to you.

And this is where having the Nicholson Tax Group in your corner can pay huge dividends.

What Programs & Deductions are Available to Seniors?

There are a number…

The Disability Tax Credit

This tax credit compensates Canadians for markedly and prolonged impairments. The Disability Tax Credit does not apply only to seniors of course, but any taxpayer regardless of age.

Those who experience restriction in areas such as walking, speaking, hearing loss, eliminating, feeding and dressing as well as decreased mental functions such as memory loss or depression may qualify.

Even if you have never applied for this credit, you may file adjustments for prior tax years.

The Ontario Trillium Benefit

Many seniors benefit from savings realized from property taxes, rent, and energy bills.

Pension Splitting

Pension splitting represents a significant tax savings opportunity for any senior couple.

Old Age Security Guaranteed Income Supplements

With the appropriate strategic income planning, many seniors can benefit from this program.

Canada Caregiver Amount

For all tax payers caring for a dependent with an impairment in physical or mental functions, the Canada Caregiver amount helps reduce your Federal taxes. We can determine whether you’re eligible.

Home Accessibility Tax Credit (formerly Healthy Homes Renovation Tax Credit)

This program allows seniors or persons with disabilities to receive a tax reduction on eligible home renovations undertaken to improve mobility, safety or accessibility.

Medical Expenses

Over the years the government has continued to expand what qualifies as an eligible medical expense.

Under certain circumstances, air conditioners, moving expenses, home renovations, gluten-free food and even medical marijuana may qualify as a genuine medical expense. Most taxpayers rarely consider these things as such, which is why it pays to have a competent professional like the Nicholson Tax Group in your corner.

Special Note… 

Everyone’s circumstances are different and your eligibility for any program or deduction is based on meeting certain requirements. We can help determine whether you qualify.

If you’re looking for a friendly, courteous tax professional with experience helping seniors file taxes and capitalize on available tax incentives and deductions in the Quinte region, please give us a call at 613-962-6356.

We’d love to have the opportunity to earn your business and seal our new partnership with a handshake.

Serving Belleville, Trenton, Quinte West, Picton and Area with Professional Tax Services since 1994!

We have been providing specialty tax filing services for seniors for over two decades. Whether you have the simplest needs or the most complex, it makes no difference…

You always get the same friendly, personal and professional service!

Plus…

This is what we do all year ’round, not just for a few months at tax time.

In other words, we’re here for you if and when you need us.

Contact us today and let’s talk today about how we can put your mind ease and remove the stress from taxes.

You can call us directly at 613-962-6356 or email us here!