Thank you for being a client of Stolz Gallant Accountants and Advisors. In preparation for the upcoming personal tax season, we are providing information to make this busy time go smoothly for us and for you. We offer several ways to get in touch with us to complete your personal tax returns.
Online
You can send your tax information electronically to our office using one of the following ways:
1. Email: Please email your tax information and documents to one of the Practitioner Contacts (see below)
2. Secure Upload: You can upload your files securely via the Upload Files link on the top right of our website. You will need to inform one of our staff that your files were uploaded.
3. Online Portal: Please email one of our staff to obtain access to your client portal.
In Person
You can simply drop off your information at one of our offices listed at the bottom of this letter. No appointment is necessary, but we will ask you to complete a short form to confirm any changes to your information.
To set up an appointment with one of our practitioners, see the Appointments section below.
Forms
Each family unit is required to complete an annual form to confirm several details for your tax filing. We have made it easier for you to complete the required forms online for new and existing clients. We also have paper copies available in our offices. To access the forms, simply click on Forms on the top right of our website or click the button below.
Appointments & Meetings
While there is no requirement to book a sign-in meeting, if your tax situation is complicated, a sign-in meeting may be necessary in order for us to fully understand your tax situation. To book a meeting with one of our practitioners, you can do so by one of the following methods:
Phone
Phone one of our offices and speak to a staff member who will book a time.
Email one of our contacts (see below).
Online Booking
Book online by clicking on Book a Meeting on the top right of the screen or click the button below.
The Book a Meeting feature allows you to view Stewart’s and Jordan’s availability and book a time that works for you. Be sure to first choose the correct office or choose the virtual meeting option.
When your tax return is complete, we will be in contact with you to let you know and go through the options for signing and payment.
Abbotsford
Address
102 – 2420 McCallum Rd
Office Hours
Monday – Friday
9:00 am – 5:00 pm
Phone
778-880-5093
Main Contact
Anne Sanders
anne@stolzgallant.ca
Chilliwack
Address
202 – 7491 Vedder Rd
Office Hours
Monday – Friday
9:00 am – 5:00 pm
Phone
604-860-6100
Main Contact
Andrada Lese
andrada@stolzgallant.ca
100 Mile House
Address
201 – 205 Birch Ave
Office Hours
Monday – Friday
9:00 am – 4:30 pm
Phone
250-395-8860
Main Contact
Joyce Vaillancourt
reception@stolzgallant.ca
Practitioner Contacts
Key Dates
The following are key dates to keep in mind:
EFILE Opens
This is the earliest date that 2024 personal tax returns can be e-filed. Although we can prepare your tax return before this date, they cannot be filed with CRA until this time.
RRSP Contributions
This is the RRSP contribution deadline for contributions to count towards your 2024 tax return.
Tax Filing Deadline
This is the deadline for standard tax returns to be filed in order to avoid any late-filing penalties.
Tax Payment Deadline
This is the deadline for any tax owing to be paid to CRA to avoid any interest charges. Note that if you failed to make the required tax instalment payments, CRA will charge a penalty and interest on failure to pay instalments, which is separate from your tax owing.
Self-Employed Tax Filing Deadline
This is an extended deadline for tax returns with self-employment income to be filed in order to avoid any late-filing penalties. This extended deadline does not change the tax payment deadline of April 30.
Our anticipated turnaround time to have your return ready to sign is 2 weeks from the time you drop off your completed information. We will strive to meet this turnaround time but we cannot make this a guarantee due to factors such as staffing and volume of files.
If you have any questions or require additional information, please feel free to contact us.
Sincerely,
Stolz Gallant | Stolz CPA Inc. | Gallant Consulting Ltd.