Meaningful and well-organized financial records are key to ensuring the future success of your business or organization. A pro-active approach to tax planning and expert preparation of filings for personal, corporate, estate and trust tax returns. A wide range of advisory services including startup assistance, buying/ selling a business and financial forecasting.
Offering clients in-depth services for the SR&ED incentive program including filings and documentation support. Obtain timely assistance or full support for completing journal entries, reconciliations, payroll, year-end closing and filings. Obtain the maximum HST rebate for purchasing, building or substantially renovating a home/condominium.
Offering clients in-depth services for the SR&ED incentive program including filings and documentation support. Obtain timely assistance or full support for completing journal entries, reconciliations, payroll, year-end closing and filings. Obtain the maximum HST rebate for purchasing, building or substantially renovating a home/condominium.
Services
I am a Toronto based Chartered Accountant committed to providing clients with exceptional service. Following my experience at a national accounting firm, I established my own practice devoted to building solid client relationships and adding value whenever possible. I see each new client as an opportunity to both contribute my professional skills and learn something new in the process.
Financial records are at the heart of any business or organization and should provide the means to evaluate the success of your operation. While our bookkeeping services can maintain your accounting records throughout the year, the quarterly or final financial statement report is the product of all your recorded transactions and gives a true financial "snapshot" for the period.
Consider this- during your lifetime you will probably spend more on taxes than on any other single item. Receiving sound tax advice is more important than ever in an environment of constantly changing tax legislation. We take a comprehensive approach to tax planning, focusing on tax minimization and deferral to ensure you keep every dollar earned possible within the relevant tax framework.
The SR&ED tax incentive program is available for Canadian businesses which develop new processes or products, perform experimentation or solve technological problems. If your business is involved in solving problems for which a solution is not readily available, there is a good chance that the work is either partially or fully eligible.
A key component of our services is functioning as an advisor for clients- especially when it comes to adding value to the decision-making process of a business or organization. It all starts with a conversation- contact us to discuss your needs and we can determine the best way to reach your objectives.
Reviews (10)
Annalisa Cilla
Jan 02, 2022
Report
I am tremendously grateful for Daniel Toma’s services for both personal and small business accounting. He is very responsive to calls and emails. He is extremely knowledgeable and easy to understand. He provides guidance and is especially patient when explaining various scenarios – which I very much appreciate, given my own knowledge (or lack thereof!). I met Daniel when I was first starting my business – he helped me set up a systems and software that I could maintain and guided me through COVID rules and regulations. I would highly recommend his services!
Sarah Desterke
Nov 23, 2021
Report
I am tremendously thankful that I found Daniel Toma to be our new corporate accountant. I cannot laud his skills and dedication to service more. He is leaps and bounds above any accountant we ever had in the past. I was looking for someone who I could trust to manage our accounting and relieve stress and pressure from me while doing so. Daniel has done this. He is always on time and always acutely aware of the details surrounding our account. I trust him fully and our account has improved greatly ever since he took over.
Galia Almagor
Nov 01, 2021
Report
FlyChick
May 01, 2021
Report
Filing for my HST rebate was straightforward and quick. As a first time home buyer, I had many questions and Daniel was always quick to respond to emails and phone calls. From when we first connected and throughout the process to completion of filing, Daniel was patient, approachable and generous with his time. In all our interactions he was professional and didn't dismiss me as just another client on the list which I very much appreciated. Without hesitation, I would recommend Daniel to anyone in need of a HST rebate.
Lynds Gallant
Feb 14, 2021
Report
Daniel is absolutely fantastic.
I had some preliminary chats with him regarding incorporating my small business, and though I ultimately decided to take a different path, I was so impressed with Daniel's candor and expertise.
He is experienced, a clear expert; all while being respectful, generous with his knowledge, and easy-to-understand (with no condescension).
It can be easy to feel self conscious about one's own financial literacy (or lack there-of, as the case may sometimes be), but Daniel's demeanor absolutely ameliorated any such feelings I had. I also appreciated that he was transparent
I had some preliminary chats with him regarding incorporating my small business, and though I ultimately decided to take a different path, I was so impressed with Daniel's candor and expertise.
He is experienced, a clear expert; all while being respectful, generous with his knowledge, and easy-to-understand (with no condescension).
It can be easy to feel self conscious about one's own financial literacy (or lack there-of, as the case may sometimes be), but Daniel's demeanor absolutely ameliorated any such feelings I had. I also appreciated that he was transparent
David Chudak
Dec 15, 2020
Report
Daniel Toma is really an attentive, proactive accountant, who is always quick to respond. Daniel was very helpful in getting my business corporate filings, and my wife's business corporate filings done efficiently - I highly recommend Daniel Toma's services. Daniel carefully went through all my past filings, and investments, and really helped me to understand some of the errors of my past accounting team, and helped correct everything moving forward. I am very happy that I found Daniel Toma - he is a great accountant, who really cares about his clients. He is a super nice family guy, and always
Chris Sams
Nov 26, 2020
Report
Daniel has been absolutely incredible taking care of my tax needs every step of the way. His care and attention to detail are unlike anything I’ve experienced before. I can not say enough good things about my experience working with him. He truly went above and beyond what I ever expected. Anytime I had questions or concerns about the process, he made sure to respond efficiently and effectively. Daniel, thank you so much for setting me up for success. Highly recommend!
Lauren K.
Nov 23, 2020
Report
I can’t say enough good about Daniel. I came to him with my small business and personal taxes and he has constantly exceeded my expectations. He did things for me that I didn’t know needed to be done and he has always been there for me, giving me excellent guidance and advice when needed. He’s extremely professional, trustworthy and hardworking. Aside from that, he’s very kind, personable and patient. I feel very lucky to have found him and know that he’s on my side with my best interest in mind. I highly recommend his services.
Tanya Ruddy
Jul 08, 2020
Report
Daniel has done an excellent job handling all of my small business accounting needs. He responds quickly and thoroughly to all of my questions and goes above and beyond to make everything as simple and straightforward as possible. It's an incredible relief to know that such a crucial part of my business is in the hands of someone with such a detailed approach. I highly recommend Daniel to anyone looking for an Accountant.
Paul M.
Jun 28, 2020
Report
Daniel Toma is a highly professional and client focused accountant. He has prepared my corporate and personal taxes. His questions are always direct and succinct, they demonstrate a solid understanding both of my situation and of the tax requirements and implications. He is very thorough, pays excellent attention to detail, is a great communicator and is proactive in giving advice. He has also prepared (and cleaned up) my father in laws tax returns, with my wife also being very impressed with his professionalism. I cannot recommend Daniel highly enough.
