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Drew Tellier Chartered Professional Accountant can help you find
successful ways to capitalize on tax and accounting strategies.
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Our Tax and Accounting Services

A critical element in the complete provision of professional service is taxation. Taxation has a major impact on both individual and businesses and is becoming more complex every year. Our tax engagements focus on timely tax return preparation and on generating innovative ideas to legally reduce your existing tax burden. By taking a pro-active approach toward tax planning, we combine creativity with our in-depth knowledge of the tax legislation to develop effective strategies to achieve your goals.

Our goal is to ensure you are a satisfied life-long client and friend. We value our relationship because we feel that our success is entirely dependent on you realizing success and satisfaction in your business and personal endeavors.

The following is a list of services we can provide

Year End Accounting Services

Financial statement preparation

Review engagements

GST filing

T4 and T5 preparation and filing

Bookkeeping assistance

Business Income Tax

Preparation and filing of T2 Corporate Income Tax Returns

Tax minimization strategies

Business analysis

Individual Income Tax

Preparation and filing of T1 Personal Income Tax Returns

Review of deductions available

Ensure compliance with current tax legislation

RRSP planning

Tax minimization strategies

Partnership Compliance

Preparation and filing of T3 Partnership Returns

Determination of income allocation amongst partners

Guidance on tax planning, association and small business deduction implications

Overall Tax Minimization

Review of business and personal goals

Determination of deductions available

Development of strategies that align with long-term goals

GST/HST Compliance

Preparation and filing of GST returns

Assistance with complex GST matters including asset acquisitions and sales

Review of GST implications on business sales and real property purchases/sales

WE ALSO PROVIDE THESE OTHER SPECIALIZED SERVICES

Notice to Reader/Financial Statement Compilation Engagements

We will produce year-end financial statements for your corporation based on accounting data provided by you. Our process will help to ensure the accuracy and reliability of the financial data, while providing statements that best suit your corporation’s needs.

Review Engagements

Review engagement reports may become necessary when required by financial lenders, a corporation’s Board of Directors, or potential buyers. Our team will work with you to prepare financial statements in accordance with Canadian accounting standards for private enterprises (ASPE) on a review engagement basis. The review engagement procedures are conducted in accordance with Canadian generally accepted standards and will provide a limited level of assurance over the financial data.

Consulting and Advisory to Business Owners and Corporations

We will work with you to ensure that your current corporate structure will meet your long-term business and personal goals, while ensuring compliance in the ever-changing world of income tax legislation. No matter what phase of the business cycle you are in, we can advise on income tax minimization strategies, succession planning, and potential business purchase and/or sales opportunities.

Trust Income Tax Preparation

Whether you are the trustee for an inter-vivos trust or testamentary trust, we can assist in the preparation and filing of the T3 Trust Income Tax Return.

New Start-up Services

Incorporating a business is just one step in the start-up phase of a business. Our office can assist with the appropriate corporate structure to meet your long-term goals, while assisting with setting up the required business numbers and advising on compensation strategies for you and your corporation.

Remuneration Strategies

As a business owner, there are several compensation methods available to you and your family. We can advise on the appropriate strategy that will align your business goals with personal long-term plans.

Budgeting and Cash Flow Projections

Our goal as a trusted advisor is to provide guidance on more than just tax matters. Our experience can help with developing budgets and forecasts (both internally and for third parties) to assist you in monitoring your business and provide you with the data needed to make informed decisions.

Guidance on Tax Efficient Distributions

Our guidance will help to ensure that the business decisions you make align with your personal long-term goals, including optimization of deductions available to you, and RRSP planning. In addition, whether you are winding down your business, looking to sell or passing the reigns onto the next generation, we can assist in finding the most tax efficient strategies to meet your goals.

Drew Tellier, Chartered Professional Accountant, CPA, CA

Drew Tellier has been in public accounting for over 11 years. He articled with PWC where he held a senior position in the audit and assurance group, and he obtained his Chartered Accountant Designation. His experience with a “Big 4” accounting firm enabled him to develop his knowledge of accounting and tax legislation.

In addition to his time in public practice, Drew also worked in an Equity Analysis role at a major Canadian bank, while working towards the Chartered Financial Analyst designation. It was here that Drew conducted extensive valuation analysis on numerous companies while participating in the publishing of numerous stock recommendations in the oil and gas services sector.

Over the last several years, he has spent time in public practice focusing on delivering tax solutions, financial reporting, and overall business guidance to small and medium-sized business owners in an array of industries. Drew has completed the In-Depth Tax program which is considered the highest level of taxation training available in Canada. Despite all the training, it is Drew’s experience throughout his career that has instilled in him the importance of the relationship in order to develop value-added solutions to his client base.

Contact Us

205, 2032 – 33RD Ave SW
(2nd Floor of the Richter Building)
Calgary, AB T2T 1Z4

Phone: 587.323.3631

info@dtcpa.ca

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