Business Details
47 Years
experience
Trusted Accounting Services in Oshawa, ON
Established in 1979, our firm has built a reputation as a trusted provider of accounting, tax, and advisory services across the Durham Region and Greater Toronto Area. Our team of experienced professionals delivers personalized solutions tailored to individual, corporate, and not-for-profit clients. We prioritize timely execution, transparent communication, and hands-on client support to ensure financial clarity and compliance. With deep roots in the community, we actively support local sports organizations and charitable initiatives. Our practice combines technical expertise with a commitment to lasting client relationships, offering services ranging from tax preparation to audit engagements and business advisory.Located at 511 Bond Street West in Oshawa since 1989, we maintain accessible facilities to better serve our clients. Our professionals hold certifications including CPA designations in Ontario and Washington State, ensuring adherence to rigorous industry standards. We differentiate ourselves through sector-specific knowledge in areas like condominium audits, corporate finance, and succession planning. By staying current with evolving regulations, we provide actionable insights that help clients navigate complex financial landscapes. Our legacy of service excellence continues to attract clients seeking reliable, community-focused accounting expertise.
Services
Personal Tax Services
Corporate Tax Planning
Audit Engagements
Bookkeeping Solutions
Business Advisory
Payroll Services
CRA Representation
Family Trust Setup
Not-for-Profit Accounting
Condominium Audits
Details
- Year established: 1979
Highlights and features
- We offer over 40 years of experience in accounting and tax services.
- Our team provides personalized, client-focused financial solutions.
- We maintain CPA-certified professionals with cross-border expertise.
- Our practice includes specialized condominium audit capabilities.
- We actively support local sports and charitable organizations.
Services
Personal Tax Services
We prepare and plan income tax returns for individuals across Canada and the USA while addressing estate tax requirements. Our team ensures compliance with evolving regulations while optimizing tax efficiency. Clients receive personalized consultations to address specific financial circumstances and long-term planning needs.
Corporate Tax Planning
Our corporate tax services include strategic planning and return preparation for businesses of all sizes. We help organizations navigate complex tax codes while identifying opportunities for savings and compliance. Clients benefit from tailored advice on corporate structure and cross-border tax implications.
Audit Engagements
We conduct comprehensive audits for private enterprises, charities, not-for-profits, and condominium corporations. Our CPA-certified team ensures financial statements meet regulatory standards while providing actionable insights. Clients receive thorough documentation and clear communication throughout the audit process.
Business Advisory
Our advisory services cover succession planning, corporate finance, and strategic growth strategies. We work closely with business owners to develop customized solutions for operational challenges. Clients gain access to expertise in financial modeling and organizational development.
Condominium Audits
Specialized audit services for condominium corporations ensure compliance with industry-specific regulations. Our team provides transparent financial reporting and governance support. Clients receive tailored recommendations to improve financial management and reserve planning.
People
Laziz Sultanov
Partner
CPA with 15 years in public accounting and corporate finance. Expertise in ASPE, IFRS, and US GAAP standards. Leads audit engagements for private companies and non-profits across Ontario.
Matt Hossack
Partner
Chartered Accountant since 2009 with extensive experience in assurance engagements. Specializes in serving small- and medium-sized businesses while providing strategic tax and business planning advice.
Jeff Freeman
Partner
Chartered Accountant with expertise in audit, tax, and sales tax matters. Active community member involved in local sports organizations and youth coaching initiatives since 2011.
Troy Huang
Partner
CPA with 10 years in public accounting and corporate finance. Focuses on delivering tailored solutions to small- and mid-sized businesses while maintaining expertise in audit and tax services.
Lindsay Lourenco
Senior Manager
Chartered Accountant with CICA In-depth Tax Program certification. Provides audit, tax, and advisory services to profit and not-for-profit organizations while specializing in US personal tax matters.
Questions
What accounting services do you offer?
We provide personal and corporate tax services, audit engagements, bookkeeping, payroll, business advisory, and condominium audit services for clients in Durham Region and GTA.
Are you certified accountants?
Our team includes CPA-certified professionals with designations in Ontario and Washington State, ensuring adherence to rigorous accounting standards and cross-border expertise.
How long have you served the community?
We've provided accounting services to Durham Region and GTA since 1979, maintaining our Oshawa office location since 1989 with multi-generational client relationships.
Do you work with not-for-profit organizations?
Yes, we offer specialized audit, tax, and advisory services for not-for-profits and charities, including CRA correspondence and compliance support.
What differentiates your firm?
We combine technical expertise with personalized service, maintaining community involvement while offering specialized capabilities in condominium audits and cross-border tax planning.
