Where Purpose-Driven Ventures Come Alive!
At Zoe Accounting and Tax TT, our relationship with you is built on a sacred trust and a commitment to seeing your purpose-driven venture come alive. we bring financial life and vitality to your business. We provide meticulous accounting, tax, and payroll services, so you can operate with peace of mind and focus on what you were called to do.
Our entire service philosophy is encapsulated in our L.I.F.E. commitment:
- Leadership – We provide proactive financial guidance and strategic leadership to help you navigate your business journey with clarity and confidence.
- Integrity – We operate with unwavering honesty and ethical standards, ensuring your finances are managed with the utmost trustworthiness and care.
- Freedom – We lift the burden of complex accounting and tax compliance from your shoulders, giving you the peace of mind and freedom to focus on your true calling.
- Excellence – We are committed to the highest standards of professional excellence in every task, ensuring your financial foundation is solid, accurate, and secure.
When you partner with Zoe ATT, you’re not just hiring an accountant; you’re gaining a partner for L.I.F.E. who is deeply invested in your success.
Your Trinidad & Tobago Compliance Checklist
At Zoe ATT, we bring clarity and life to your financial obligations. Navigating compliance is the first step toward peace of mind. Here’s a simplified guide for MSMEs in Trinidad & Tobago.
As a Sole Trader, you and your business are legally the same entity. Your primary obligations revolve around accurate record-keeping and timely tax payments.
[✔] Business Registration: The crucial first step is to register your business name. For professional, guided support, visit our partners at Alpha Incorporations TT.
[✔] BIR Registration: Obtain a Board of Inland Revenue (BIR) file number for your business.
[✔] Meticulous Record-Keeping: Maintain clear records of all income and expenses. This is non-negotiable for accurate tax filing.Â
[✔] Quarterly Tax Payments: Pay your Income Tax, Health Surcharge, and Business Levy (if applicable) on a quarterly basis.
[✔] Annual Income Tax Return: File your personal income tax return annually, declaring your business profits as income.
[✔] National Insurance Scheme (NIS): As a self-employed individual, you are required to make monthly contributions to NIS.
An LLC is a separate legal entity from its owners, offering liability protection but requiring more formal compliance.
[✔] Company Incorporation: Incorporate your company to establish it as a separate legal entity. For expert assistance with Name Reservation, Articles of Incorporation, and all setup requirements, visit our partners at Alpha Incorporations TT.
[✔] BIR & VAT Registration: Obtain a BIR file number and register for Value Added Tax (VAT) if your projected gross income exceeds $500,000 in a 12-month period.
[✔] Separate Bank Account: Maintain a bank account that is strictly for business use.
[✔] Quarterly Tax Payments: Pay your Corporation Tax, Green Fund Levy, and Business Levy on a quarterly basis.
[✔] Payroll Compliance (if you have employees): Deduct and remit Pay-As-You-Earn (PAYE), Health Surcharge, and National Insurance Scheme (NIS) contributions monthly.
[✔] Annual Filings: File your Annual Corporation Tax Return with the BIR and your Annual Return with the Companies Registry to keep your company in good standing.
Disclaimer: This checklist is for informational purposes only. Tax laws and regulations are subject to change. Consult with a Zoe ATT professional to ensure your business is fully compliant with all current requirements.
ZOE Accounting & Tax Packages
ZOE Compliance
Solopreneurs & Micro-Businesses needing essential bookkeeping & tax compliance.
- Data Entry & Bookkeeping
- Bank Reconciliations
- Monthly Financial Statements (P&L, Balance Sheet)
- Quarterly Tax Computation (Green Fund Levy, Corporation Tax, Business Levy)
- Quarterly Tax Filing & Payment Reminders
Starts at TT$1250+ / monthly
Call 1 (868) 683-6684
ZOE Vitality (Compliance +)
Small Businesses & growing MSMEs wanting to outsource their entire accounting function for focus and growth.
Everything in Compliance, plus:
- Management Reports with Key Insights
- VAT & NIS Computation and Filing
- Full Payroll & PAYE Services (for up to 5 employees)
- Annual Corporation Tax Return Filing
Starts at TT$1650+ / monthly
Call 1 (868) 683-6684
ZOE Strategic Advisory
Businesses at any stage needing strategic financial guidance, specific one-time support, or high-level planning.
- Financial Planning: Budgeting & Forecasting
- Management Reporting: Custom Dashboards & KPI Tracking
- Financial Consulting: Strategic Advisory & Growth Planning
- Personal Income Tax Filing
- Catch-up Bookkeeping
Priced Per Project or Retainer
Our Team
Dana Jessie-Ann Allard, FCCA
Principal Accountant
Dana is a dedicated and meticulous accounting professional with over 15 years of experience in bringing order, clarity, and integrity to complex financial environments. As a member of the Association of Chartered Certified Accountants (ACCA) and the Institute of Chartered Accountants of Trinidad and Tobago (ICATT), she embodies the excellence and diligence that are the bedrock of Zoe ATT. Dana is passionate about translating numbers into a clear story, providing the financial stability that brings life (Zoe) to a business.
In her role as Principal Accountant, Dana is the trusted steward of our clients’ financial health. Her extensive experience in project accounting, fixed asset management, reconciliations, and VAT computation ensures that every detail is handled with precision. She is committed to creating a seamless and stress-free accounting experience, allowing entrepreneurs and business leaders to step away from overwhelming paperwork and step into their calling with confidence. Dana ensures every client has a solid financial foundation upon which they can build their vision for Kingdom impact.