Business Details
42 Years
experience
Trusted Accounting Services in Toronto
Since 1984, our firm has built a reputation for delivering personalized accounting solutions tailored to the unique needs of small businesses, artists, investors, and property owners. Our approach centers on understanding client circumstances to foster trust and deliver efficient, creative solutions to complex accounting challenges. With decades of combined experience, we specialize in guiding incorporated companies, sole proprietorships, and individuals through tax preparation, bookkeeping, and financial planning. Our expertise extends to diverse industries including film production, healthcare, law, and the arts, supported by a robust system of professional development tools. We prioritize accessibility through secure e-courier services and maintain a commitment to transparency, integrity, and client-centric service.Our team's deep local knowledge and dedication to continuous education ensure clients receive up-to-date, reliable advice. We distinguish ourselves through hands-on care for underserved communities, offering discounted fees for timely filers and specialized services for U.S. tax requirements. Our track record of seminars for organizations like the Ontario Association of Art Galleries demonstrates our industry leadership. By focusing on long-term relationships and practical solutions, we aim to be the trusted partner clients rely on for both basic and complex accounting needs.
Services
Tax Accounting
Corporate Tax
Bookkeeping
Software Training
Estate Taxation
Details
- Year established: 1984
Highlights and features
- We offer 40+ years of specialized accounting experience since 1984
- Our team provides personalized service for underserved communities
- We serve diverse industries including film, healthcare, and the arts
- We implement secure e-courier for convenient long-distance collaboration
- Our founder delivers industry-specific seminars for professional groups
Services
Tax Accounting
We provide comprehensive personal and corporate tax preparation with strategic planning to optimize returns. Our team uses detailed checklists and professional development tools to ensure accuracy. Clients benefit from discounted fees for early filings and specialized expertise in cross-border U.S. tax requirements.
Corporate Tax
Specialized tax services for Canadian corporations including compilation engagements and review engagements. We serve diverse industries like film production, healthcare, and law firms. Our approach balances cost-effectiveness with thorough compliance for businesses requiring incorporation for tax or liability purposes.
Bookkeeping
Daily bookkeeping support including data entry, reconciliations, and reporting. We handle GST/HST filings and payroll services for businesses with 1-100 employees. Our systems ensure accurate government remittances and streamlined T4/ROE processing for efficient business operations.
Software Training
Implementation and training for accounting software including Quickbooks, Freshbooks, and industry-specific solutions like PCLAW. We provide tailored guidance for small businesses and law firms, leveraging 20+ years of software expertise to improve financial management efficiency.
Estate Taxation
Comprehensive estate tax services including final returns and clearance certificates. We offer trust accounting for law firms and estate administration support for clients' family members, navigating complex taxation requirements with specialized expertise in probate and inheritance matters.
People
Zoe Klein
Founder
Zoe Klein established the firm in 1984, serving Toronto's small businesses and artists. With expertise in cross-border tax issues, she delivers seminars for professional associations and maintains active involvement in the local business community through industry groups.
Priscilla Virgo
Senior Accountant
Priscilla Virgo joined in 2012 after 11 years in small business operations. She manages bookkeeping protocols and CRA communications, combining administrative expertise with client-focused accounting services while maintaining a patient, detail-oriented approach to client needs.
Questions
What accounting services do you specialize in?
We specialize in tax preparation, corporate accounting, bookkeeping, software training, and estate taxation for small businesses, artists, and investors.
Do you handle cross-border U.S. tax returns?
Yes, we prepare U.S. Federal and State returns for Canadian residents and non-citizens with U.S. filing requirements, including FBAR documentation.
What payment methods do you accept?
We accept Visa, Debit, Cheque, E-transfer, and Cash for all accounting services.
Do you offer tax organizer tools?
Yes, we provide downloadable tax organizers for personal, business, rental, and U.S. returns to streamline your tax filing preparation process.
Are your fees discounted for early bookings?
Yes, personal tax returns booked before March 15th receive a 15% early filing discount.
Do you work with law firms on trust accounting?
Yes, we provide trust accounting services for law firms requiring specialized financial management support.
