Business Details
47 Years
experience
Trusted Accounting & Tax Services in Oshawa
Established in 1979, our firm has built a legacy of trust and expertise in accounting, tax, and advisory services across the Durham Region and Greater Toronto Area. Our team of seasoned professionals prioritizes personalized service, ensuring every client receives tailored solutions for their financial needs. With decades of combined experience, we specialize in navigating complex tax regulations, corporate finance, and audit engagements for businesses and individuals. Our commitment to community involvement reflects our dedication to fostering local growth and supporting organizations that strengthen the regions we serve.As a client-focused practice, we maintain open communication, timely execution, and a collaborative approach to address financial challenges and opportunities. Our reputation as trusted advisors stems from our unwavering focus on integrity, professionalism, and delivering measurable value to every client relationship.
Services
Personal Tax Services
Corporate Tax Planning
Audit Engagements
Business Advisory
Bookkeeping Services
Estate Tax Returns
CFO Advisory
Condominium Audits
Succession Planning
Financial Strategy
Details
- Year established: 1979
Highlights and features
- We offer 40+ years of experience in accounting and tax services across Durham Region.
- Our team includes CPA-designated professionals with expertise in ASPE, IFRS, and US GAAP.
- We provide personalized service through direct client communication and tailored solutions.
- Our firm actively supports local sports organizations and community initiatives.
- We maintain transparent processes for tax planning, audits, and business advisory services.
Associations and certifications
- Chartered Professional Accountants (CPA)
Services
Personal Tax Services
We prepare and plan income tax returns for individuals across Canada and the United States. Our experts handle estate tax returns and sales tax compliance for personal assets. Clients receive strategic advice to minimize liabilities while maintaining regulatory compliance. Our team ensures accurate filings for complex financial situations.
Corporate Tax Planning
Our firm provides comprehensive corporate tax return preparation and strategic planning for businesses of all sizes. We specialize in HST/GST compliance, cross-border tax issues, and succession planning. Clients benefit from proactive strategies to optimize tax positions while meeting regulatory requirements for corporations and nonprofits.
Audit Engagements
We conduct audit and review engagements for private enterprises, charities, and condominium corporations. Our CPAs follow ASPE, IFRS, and PSAS standards to ensure accurate financial reporting. Clients receive assurance services that enhance credibility with stakeholders and regulatory bodies through rigorous examination processes.
Business Advisory
Our advisors offer tailored guidance for business growth, financial strategy, and operational efficiency. Services include CFO advisory, controllership support, and corporate finance solutions. We help organizations navigate complex financial landscapes with data-driven recommendations aligned with long-term objectives for profitability and sustainability.
Bookkeeping Services
We manage bookkeeping, accounting system setup, and payroll processing for small businesses. Our team ensures accurate financial record-keeping and timely T4/T5 preparation. Clients receive training and support to maintain organized financial operations that support informed decision-making and compliance.
People
Laziz Sultanov
Partner
Partner with 15 years in public accounting and corporate finance. Holds CPA designations in Ontario and Washington State. Specializes in audit engagements for private companies and nonprofits. Active in community volunteering and sports.
Matt Hossack
Partner
Partner since 2023 with expertise in accounting standards and SME advisory. Chartered Accountant since 2009. Focuses on tax planning and audit services for businesses and individuals across Ontario.
Jeff Freeman
Partner
Partner since 2016 with experience in tax compliance and business advisory. Chartered Accountant since 2013. Active community leader coaching youth sports and supporting local organizations through Whitby Rotary Club.
Troy Huang
Partner
Partner specializing in corporate finance and business advisory for small-to-mid-sized organizations. CPA with 10 years of public accounting experience. Provides tailored solutions as trusted business advisor to entrepreneurs.
Lindsay Lourenco
Senior Manager
Senior Manager since 2010 with expertise in tax and assurance services. Completed CICA In-Depth Tax Program. Serves both profit and nonprofit clients with auditing, tax planning, and business advisory solutions.
Questions
What accounting services do you offer for small businesses?
We provide corporate tax returns, bookkeeping, payroll processing, financial strategy, and business advisory services tailored to small businesses in Durham Region and the GTA.
Do you handle cross-border tax situations?
Yes, our team prepares both Canadian and US personal tax returns and provides planning strategies for individuals and businesses with cross-border financial needs.
Are you experienced with nonprofit organizations?
Yes, we conduct audits and prepare tax returns for charities and not-for-profits, following specialized accounting standards and compliance requirements.
What community initiatives do you support?
We actively support local sports organizations including Whitby Minor Baseball, Ringette, Hockey, and Lacrosse Associations through sponsorships and volunteer involvement.
