No. Feel free to drop off your information anytime during our business hours. If you are a new customer, we will meet with you briefly to gather your information and we can schedule a pick-up time.
Yes. Our friendly receptionist will book a time that is convenient for you.
New clients or those who have not filed with us for several years should bring in their most recently filed return.
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 1 to 3 days. *3 days is more common in mid to late 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.
No, you do not need to bring in previous years’ information if you filed with us last year.
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.
Yes! Feel free to scan your tax information and email cindy[at]exceltaxservice.ca or aldo[at]exceltaxservice.ca. Please use our Income Tax Checklist to ensure that you haven’t missed any important information. Once your return is complete, we will email the necessary documents to be signed and sent back to us. Payment can be arranged over the phone.
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 return, 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 book an appointment. We will meet with you briefly to review your situation then we can schedule a pick-up appointment. Coming to us earlier in the tax season allows adequate time for discussion and preparation.
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 30, 2020. Late filing penalties and interest begin May 1, 2020, and interest compounds monthly, so please come in as early as possible to avoid fines.
*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.
