An accountant is a professional who, for a fee, can help you understand your financial situation. They provide financial advice and services, such as preparing income tax returns and estate and trust planning.
Tips & Links
- Learn more about the accounting profession and available resources from the Chartered Professional Accountants for Canada.
- Consider working with an accountant to assist you in developing a financial plan that aligns with your health and lifestyle goals.
- Be aware that accountants can offer valuable assistance with trust accounts, taxes, and estate planning. See if there is someone in your care partners list who is an accountant. Perhaps you know a retired accountant who can assist you?
Filing Income Taxes
- Ensure you file your income taxes every year as you need 2 years of income tax reports to apply for deductions, benefits, tax credits, and/or home care services funding from the Government of BC.
Benefits & Financial Planning
- Explore disability benefits that you might be eligible for such as a registered disability savings plan (RDSP), disability tax credit (DTC), and benefits for parents and family caregivers.
- Adults newly diagnosed or living with health conditions should explore health benefits and programs to help with health care costs and their lifestyle choices.
- Seniors should explore their retirement goals, ensuring they have enough resources to support their lifestyle, cover health care costs, and prepare for costs associated with assisted living or residential care.
Add your Accountant to your My Health Care & Business Professionals PDF found in My People. List their contact information and any questions you have. Save digital and print copies for easy access.