Are you worried someone is being taken advantage of?

Maybe it's an aging parent, an uncle, aunt, a neighbour, a friend. You are worried they will get taken advantage of.

Maybe they confided in you that they haven't filed their taxes for a number of years, or even worse, CRA has assessed them, and they've paid what was assessed based on sales proceeds, but they know they shouldn't have had to pay that much tax.

The trouble is they can't seem to get it together to calculate their cost basis and to file an amendment requesting a reduction in their taxes payable.

There's somewhere to go for help. The Public Trustee is the Public Guardian is the agency to go to for information.

They will steer you to the correct agency to report the situation anonymously so that your client gets the help they need.

You'll have to find the Public Trustee for your province/territory if you're not in BC. Here's the link for the BC Public Trustee web page that provides guidance on when and where to report that someone may need help.

http://www.trustee.bc.ca/services/adult/assessments_investigations.html

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