No. Feel free to drop off your information anytime during business hours. For after business hours, we have a secure drop slot on our front door.
New clients or those who have not filed with us for several years need to bring in the following:
1. Most recent Notice of Assessment (and Reassessment if applicable).
2. Copy of prior year income tax return.
3. A completed copy of our New Customer Form can be completed in our office.
Please Note: Due to high demand, we may stop accepting new customers sometime mid-April. We encourage new customers to plan to visit us early in the tax season.
We are open year-round. During March and April, we extend our office hours. Please visit our contact page to see our current office hours.
Please come in once you have received ALL expected slips/information and at your earliest convenience. (see our Income Tax Checklist)
When ALL tax information is given to us at ONE time, we can typically complete your return within 2 – 4 days. **3 to 5 days may be more common during the month of April.
Commonly forgotten slips include RRSP contribution receipts for the first 60 days of the year, realized gain/loss reports on open money transactions, property tax/rent information, prescription, dental, and insurance claim summaries, and T2202 for tuition. For more detailed information, please see our Income Tax Checklist.
Yes! Feel free to use our secure upload feature. Or send your documents by email to either Cindy or Aldo. Please use our Income Tax Checklist to ensure that you haven’t missed any important information. Once your return is complete, we will send you a secure link, you will download your tax return to review it and will sign electronically. Payment can be arranged over the phone or sent by e-Transfer.
There is no need to make copies. We return all your slips and receipts to you. If we need to keep any information, we will make a photocopy.
Excel Tax Service has expertise in preparing taxes for those who are recently separated, new parents, new homeowners, the recently deceased, new small business owners, and more. Please let us know of any major life changes when you drop off your information.
We provide free forms for rental and business income/expenses see our What to Bring page. You can also pick up one of these forms from our office. Please bring the applicable form to us when submitting your information. Filling in your yearly totals ahead of time will save you money on our tax preparation fee. There is no need to submit original receipts to us. The Canada Revenue Agency recommends that you keep all receipts for 6 years.
We do not offer immediate cash returns, nor do we accept your expected tax refund as payment for our services.
We are available to assist with multiple returns. Don’t panic. Go through our Income Tax Checklist and prepare your documents, then call our office to arrange a drop off or appointment. We will meet with you to review your situation. We can help you get caught up within a few days!
Please Note: Due to high demand during the tax season, our availability for this service may be limited. We encourage you to call our office to discuss your situation and check our availability for this service.
Here are some helpful tips to save money on your tax preparation fee:
– Visit your pharmacy and request a free summary of all prescriptions paid for through the year
– If you have insurance, print out your annual claim summary
– Sort your receipts by family member and type of expense (prescriptions, dental, etc)
– Ensure that all receipts include the date, name of the service provider, explanation of service, and amount paid
The deadline this year is April 30th. Late filing penalties and interest begin May 1st, and interest compounds monthly, so please come in as early as possible to avoid fines.
April 30th is the filing deadline. If you are self-employed, you can file by June 15th, however, if you owe taxes, they must be paid by April 30th. If you are self-employed, you can estimate your taxes and pay that amount by April 30th and settle any outstanding balance by June 15th. These same deadlines apply if you are an HST Registrant. Interest on unpaid balances begins May 1st.
*Please contact us before paying. We will confirm that the information is correct.
No! This is a scam. DO NOT give personal information over the phone OR through e-mail. If you are unsure, please call us and we can confirm if you owe money or not.