Life transitions to business growth, with steady support grounded in experience and care.

Our Services

With a foundation of trusted expertise and personalized care, our team at Paterson & Company is dedicated to supporting you—whether managing personal tax matters, guiding your business success, or navigating important life transitions. We tailor our services to meet your unique needs and provide the thoughtful planning and expert support you can rely on.

Two smiling professionals, a man and a woman, engaged in conversation during a meeting with a third person in a bright office environment.

We specialize in helping individuals navigate the complexities of personal income tax. Whether you're planning ahead, dealing with a recent loss, or facing a review from the Canada Revenue Agency (CRA), our experienced team is here to support you with expert advice and reliable service.

Business professionals discussing financial charts and data graphs during a meeting.

We understand that every business, and every business owner, is different. We tailor our services to fit your specific needs and working style. From preparing financial statements to strategic tax planning, our team is here to support your business success at every stage.

Two individuals shaking hands in a business setting, with a woman clapping in the background, surrounded by documents and a pen on the table.

Life and business rarely stay the same. Whether you're starting a new venture, preparing for retirement, planning your estate, or expanding your business, the team at Paterson & Company is here to guide you through key transitions with thoughtful planning and expert support.

Group of business professionals having a meeting in an office, smiling and discussing documents.

Personal Tax Services

  • We provide proactive strategies to help minimize your tax burden and optimize your financial decisions.

    • Personalized tax planning for individuals and families

    • Guidance on deductions, credits, and income-splitting opportunities

    • Retirement and investment tax strategies

    • Tax implications of major life changes (marriage, divorce, inheritance, etc.)

    • Annual reviews to adapt to changing tax laws and financial goals

  • We offer comprehensive support during the estate settlement process, working closely with legal and financial advisors.

    • Preparation and filing of final (terminal) tax returns for deceased individuals

    • Coordination with lawyers and investment advisors to ensure accurate filings

    • Filing of Rights and Things returns and other required estate-related forms

    • Communication with the Canada Revenue Agency (CRA) to close accounts

    • Filing for clearance certificates to confirm tax matters are resolved

  • We represent and support you through any CRA inquiries or tax compliance matters.

    • Representation during CRA desk and full audits

    • Preparation and submission of requested documentation

    • Communication with CRA auditors on your behalf

    • Assistance with CRA reviews, reassessments, and appeals

    • Support with the Voluntary Disclosures Program (VDP), if applicable

Let Paterson & Company take the stress out of personal taxes.

Contact us today to learn how we can help with your tax planning, estate filing, or audit support needs.

Person working at a desk with financial charts, a calculator, and a laptop, analyzing data.

Corporate Services

  • We provide accurate, timely financial reporting and ensure full compliance with tax requirements.

    Financial Statements:

    • Preparation or assistance in preparing year-end financial statements

    • Reporting tailored for banks, stakeholders, or internal use

    • Annual review meetings to discuss financial trends and business performance

    • Ongoing availability throughout the year to answer questions and resolve issues

    Corporate Income Tax:

    • Preparation and filing of corporate tax returns (T2)

    • Representation and support during CRA audits or reviews

    • Communication with the CRA on your behalf for inquiries or follow-ups

    • Tax return preparation typically included when we handle your financial statements

  • We help you optimize your business structure to align with your long-term goals and tax planning strategies.

    • Review of your current ownership and corporate setup

    • Recommendations for tax-efficient structures such as holding companies and family trusts

    • Coordination with your legal and financial advisors to implement restructuring plans

    • Support for succession planning, ownership transitions, and estate considerations

  • We assist with securing and managing business financing, so you can focus on growth.

    • Preparation of financial documents required by lenders

    • Communication with banks and financial institutions on your behalf

    • Support for refinancing, credit lines, and loan applications

    • Ongoing reporting to maintain good standing with lenders

Whether you’re looking for full-service business advisory or targeted year-end assistance, Paterson & Company is ready to help.

Contact us today to discuss a customized service package that fits your business needs.

A young man with glasses in a dress shirt and tie is smiling and explaining documents to an elderly couple at a desk with a laptop in an office setting.

Other Services

  • We help you align your finances with your personal goals — now and for the future.

    • Collaborate with your broker or financial advisor to ensure your savings and investments are on track

    • Evaluate income needs, retirement goals, and asset preservation strategies

    • If needed, connect you with one of our trusted financial planning partners

    • Provide ongoing accounting and tax insights to support your long-term financial freedom

  • Ensure your legacy is passed on smoothly, efficiently, and according to your wishes.

    • Coordinate with your lawyer to structure your estate for tax efficiency and clarity

    • Help you prepare for the transfer of wealth to family members or charitable organizations

    • Provide expertise in planning for special situations, including disabled beneficiaries

    • Offer guidance on the financial aspects of wills, trusts, and inheritance-related matters

  • Secure the future of your business and family with a well-executed transition plan.

    • Assist in transferring ownership to children, key employees, or outside buyers

    • Work with your legal team and coordinate with valuators, bankers, and insurance professionals

    • Structure the succession plan to balance tax efficiency, family harmony, and business continuity

    • Provide peace of mind that your company is prepared for long-term success

  • Buying a business is a major decision — we help you make it wisely.

    • Analyze financial statements, assess synergies, and uncover potential risks

    • Support due diligence with clear, accurate insights into financial performance

    • Work collaboratively with your legal, financial, and operational advisors

    • Help you build a trusted team if additional expertise is needed

When it’s time to plan for your future or manage a major transition, Paterson & Company offers the experience and support to help you move forward with confidence.

Contact us today to learn more about our specialized services tailored to your personal and business goals.