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It’s That Time of the Year – Income Taxes! for You and Your Clients

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(Updated March 2021) Note: this is a good post to bookmark (or “favorite”) so you can come back to it when it’s time to do your income taxes, or print it or send a link to clients and former clients to help them with theirs… Yes – it’s time to look at preparing our income tax statements for Uncle Sam (or even Justin Trudeau!) How does our paid work affect our income taxes or our clients’ taxes?

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Helping Your Clients Deduct Your Services From Their Income Taxes (IRS and CRA)

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(Reviewed and Updated February 2022) It’s a good year to revisit patient advocacy services and income taxes. Our first review came in 2010. We looked again in 2013. While little (maybe nothing) has changed, this year I have a new suggestion for you – a bit of a twist. In question is whether or not your patient advocacy services should be included in the list of medical expenses that allow them to be deducted from your clients’ income taxes; whether they can be used to reach that 10% or 7.5% threshold that allows them to be deductible (for the IRS).

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Tax Time! Can Your Clients Deduct Your Patient Advocacy Services?

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(With apologies to Canadian advocates – this post is targeted to taxpayers in the United States.) This question pops up about this time each year – whether or not patient advocacy services are a ‘qualified medical expense’ in the eyes of the IRS; whether or not your clients can deduct your bills in order to reduce their tax liabilities. Keeping in mind that I am not an IRS representative, nor am I a CPA or tax preparer, I still say – go for it – at least for many of the services we advocates provide. Why not try? Hear me

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