Business Details
24 Years
experience
Trusted Accounting and Tax Services in Ottawa
At Paterson & Company & Company, we build our practice on a foundation of trust, integrity, and personalized service. With decades of combined experience in tax, accounting, and financial reporting, our team delivers tailored solutions for both businesses and individuals. We specialize in corporate services, including financial statement preparation, tax compliance, and strategic business advisory, ensuring clients receive accurate reporting and proactive guidance. Our personal services focus on tax planning, estate settlement, and CRA audit representation, addressing complex financial needs with clarity and expertise. Through Other Services, we support long-term financial planning, business succession, and investment strategies, aligning our clients' goals with practical, tax-efficient solutions.Established in 2002, we serve Ottawa and Westboro, prioritizing lasting relationships and actionable insights. Our professionals hold designations such as CPA, CA, CFP, and TEP, reflecting our commitment to excellence. We collaborate closely with legal and financial advisors to ensure comprehensive support, whether clients face life transitions, business growth, or compliance challenges. Our team remains accessible through flexible communication channels, offering year-round assistance and timely responses. By combining technical proficiency with real-world experience, we empower clients to navigate financial complexities with confidence.
Services
Corporate Tax Planning
Personal Tax Services
Estate Settlement
Financial Reporting
Business Advisory
Details
- Year established: 2002
Highlights and features
- We offer personalized service grounded in 20+ years of local accounting experience.
- Our team holds prestigious certifications including CPA, CA, CFP, and TEP.
- We specialize in strategic tax planning and CRA audit representation.
- We provide tailored solutions for business transitions and estate planning.
- We collaborate with legal and financial advisors for comprehensive client support.
Associations and certifications
- CPA Canada
Services
Personal Tax Services
We provide proactive strategies to minimize tax burdens and optimize financial decisions for individuals. Our services include personalized tax planning, guidance on deductions and credits, retirement strategies, and handling tax implications of life changes. Annual reviews ensure compliance with evolving tax laws.
Corporate Tax Compliance
We prepare and file corporate tax returns (T2) while ensuring compliance with CRA requirements. Our team offers representation during audits, coordinates with stakeholders, and integrates tax planning to enhance business financial health and long-term growth.
Estate Settlement
We assist with estate tax filings, including final returns and CRA communications. Our team collaborates with legal advisors to ensure accurate reporting, file clearance certificates, and provide support during complex estate administration processes.
Business Advisory
We offer tailored advice on business structure optimization, financing, and succession planning. Our services include financial document preparation, lender communication, and strategic restructuring to align with long-term organizational goals.
Financial Reporting
We prepare accurate financial statements for banks, stakeholders, or internal use. Our team provides annual reviews to analyze trends, address compliance, and offer ongoing support for year-round financial clarity and decision-making.
People
Corey Roberts
Partner
CPA, CA partner specializing in tax planning and compliance for personal and corporate Canadian taxation. Provides strategic advice to diverse industries while prioritizing client-centric solutions.
Sarwar Qureshi
Partner
CPA, CA partner focused on small businesses and incorporated professionals. Offers proactive tax planning, financial reporting, and advisory services to support sustainable business growth.
Aziz Nasher
Partner
CPA, CA, CFP, TEP partner with expertise in tax planning, estate strategies, and financial advisory. Delivers tailored solutions for individuals and businesses through collaborative planning.
Ross Outhwaite
Senior Accountant
CPA, CGA senior accountant providing expert accounting and tax compliance services. Focuses on accuracy and client support for individuals and corporate clients.
Rui Zhuang
Senior Accountant
CPA, CA senior accountant specializing in financial reporting and tax compliance. Offers detailed analysis and strategic insights to meet client financial objectives.
Questions
What accounting services do you offer?
We provide corporate tax compliance, financial reporting, personal tax planning, estate settlement, and business advisory services tailored to client needs.
Do you specialize in small business accounting?
Yes, we offer customized tax planning, financial reporting, and advisory services for small businesses and incorporated professionals.
How can you assist with CRA audits?
We represent clients during CRA audits, prepare documentation, communicate with auditors, and provide support for appeals or voluntary disclosures.
What estate planning services are available?
We coordinate estate tax filings, final returns, and CRA communications while collaborating with legal advisors for efficient estate administration.
Are you available for year-round support?
Yes, we offer ongoing assistance with tax planning, financial reporting, and compliance questions throughout the year.
Reviews (5)
Paul St Pierre
Jan 29, 2022
Report
Positive:Professionalism,Responsiveness
I highly recommend Sarwar from Paterson & Company. I have been working with Sarwar for several years now and I appreciate everything he has done for my business. Great advice and professional service.
I highly recommend Sarwar from Paterson & Company. I have been working with Sarwar for several years now and I appreciate everything he has done for my business. Great advice and professional service.
Andre Barrette
Oct 26, 2021
Report
Positive:Professionalism,Responsiveness,Value
I have been using this firm for several years and found them responsive and very helpful. i
referred a friend and he was super pleased with the work and advice received.
I have been using this firm for several years and found them responsive and very helpful. i
referred a friend and he was super pleased with the work and advice received.
Tammie Quast
Oct 25, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
We recently started working with Sarwar at Paterson & Co for our small business and hes been a wealth of knowledge right from the start, he is full of facts and incredibly resourceful. I highly recommend them!
We recently started working with Sarwar at Paterson & Co for our small business and hes been a wealth of knowledge right from the start, he is full of facts and incredibly resourceful. I highly recommend them!
James Colin
Oct 15, 2021
Report
Positive:Professionalism,Responsiveness
I had the opportunity and the pleasure to work directly with Sarwar at Paterson & Company for my small business first year income tax. Sarwar is highly knowledgeable, reviewed my financial reports and provided some very good recommendations. I was really pleased with the service.
I had the opportunity and the pleasure to work directly with Sarwar at Paterson & Company for my small business first year income tax. Sarwar is highly knowledgeable, reviewed my financial reports and provided some very good recommendations. I was really pleased with the service.
Ike Nnebe
Sep 16, 2021
Report
I have had Paterson & Co as my accountants for over five years. As small business owner, I have nothing but praises for the tailored solutions they provided my business in its most stressful years. I shall readily recommend them to any business owner or private individual.
