Business Details
Trusted Chartered Accountants in Toronto, Ontario
At Tator Rose & Leong, we thrive on the uniqueness of every business situation. Our approach centers on understanding client objectives to deliver tailored expertise, combining decades of experience with a commitment to strategic guidance. We prioritize active client involvement in tax strategy development, ensuring alignment with short- and long-term financial goals. Our team specializes in Canadian and U.S. tax compliance, audit assurance services for condominium corporations and private career colleges, and cross-border tax planning. With a focus on not-for-profit organizations, professional corporations, and owner-managed businesses, we provide audit assurance, tax minimization strategies, and accounting solutions tailored to evolving needs.Our professionals hold CPA designations and maintain memberships in industry associations like the Canadian Condominium Institute. We emphasize timely delivery, transparency, and community engagement through volunteer work and pro bono tax preparation services. Our expertise extends to regulatory compliance for educational institutions, estate tax planning, and navigating complex international tax obligations under FATCA. Through continuous staff training and peer review programs, we maintain technical excellence while fostering long-term client relationships built on trust and specialized knowledge.
Services
Assurance
CDN Taxation
U.S. Taxation
Accounting
Review Engagements
Highlights and features
- We offer 30+ years of experience in Canadian and U.S. tax compliance.
- Our team includes CPA specialists in condominium corporation audits.
- We provide cross-border tax planning for U.S. citizens in Canada.
- Our professionals teach tax courses for industry associations.
- We combine audit expertise with personalized client service approaches.
Services
Assurance
Our assurance services provide comprehensive audit solutions for condominium corporations, private career colleges, and not-for-profit organizations. We focus on risk assessment, internal control evaluation, and regulatory compliance. Our team delivers strategic guidance through materiality analysis and professional judgment to enhance business operations while maintaining compliance with industry standards.
CDN Taxation
We specialize in Canadian tax strategy development for corporations, partnerships, and individuals. Our services include personal income tax preparation, corporate tax structuring, and trust taxation. We emphasize advance planning, compliance with CRA requirements, and strategic tax minimization techniques tailored to clients' financial objectives.
U.S. Taxation
Our U.S. tax services address compliance for American citizens in Canada and Canadian residents with U.S. assets. We handle tax return preparation, penalty reduction under streamlined procedures, and estate tax planning. Our expertise covers FBAR filings, treaty-based disclosures, and minimizing exposure to U.S. tax obligations.
Accounting
We provide accounting services aligned with international standards including IFRS and ASPE. Our offerings include financial statement preparation, bookkeeping, and software implementation. We support clients with compilation engagements and transition planning between accounting frameworks to meet regulatory requirements and business growth needs.
Review Engagements
Our review engagement services offer limited assurance on financial statements through analytical procedures. We focus on regulatory compliance for entities requiring mid-level assurance, applying extensive experience with securities commissions and travel associations to maintain licensing requirements and financial transparency.
People
Dave Rose
Senior Managing Partner
CPA with 30+ years' experience specializing in corporate tax, condominium audits, and estate planning. Teaches tax courses for ACMO and volunteers with community charities. Graduated from University of Toronto in 1984.
Edmund Leong
Partner
Audit specialist focusing on condominium corporations and private career colleges. Provides strategic business development guidance and regulatory compliance expertise. Maintains active involvement in tax planning services.
Joanne Huang
Partner
Former KPMG tax expert with specialization in U.S. taxation for Canadian residents. Advises on cross-border tax issues and provides audit services for industrial sector clients. Active in community financial advisory roles.
Calvin Mak
Partner
Specializes in accounting for small enterprises and not-for-profits. Provides software implementation support and conducts church audits. Joined firm in 2007, became partner in 2011 after obtaining CA designation.
Glenn Goldhahn
Senior Manager
20+ years' public practice experience handling tax, audit, and payroll matters. Expert in professional corporation setup and cross-border tax compliance. Provides specialized audit services for non-profit organizations under regulatory frameworks.
Questions
What accounting standards do you work with?
We work with IFRS, ASPE, and ASNFPO standards, providing financial statements that meet international and regulatory requirements.
Do you handle cross-border tax compliance?
Yes, we specialize in U.S. tax matters for Canadian residents and help with FBAR filings, estate tax planning, and treaty-based disclosures.
What audit services do you offer?
We provide audits for condominium corporations, private career colleges, not-for-profits, and regulatory compliance audits for securities commissions.
How do you support small businesses?
We offer tax planning, accounting software implementation, and review engagements tailored to small enterprise needs and growth strategies.
What tax planning services are available?
We provide personal and corporate tax planning, including estate tax minimization, cross-border compliance, and strategic tax structuring.
