Joe Maciel CPA, tax planning, West Kelowna
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To All of Our Valued Clients,
It is with great pleasure that Maciel & Co. announces it has merged with NUMIS CPA’s. They share a strong passion for helping taxpayers and specialize in small and growing businesses, personal taxes and advanced tax planning. They also have the ability to provide US personal and corporate tax compliance and planning. Maciel & Co. officially merged with NUMIS CPA’s Inc. on November 1, 2022.
Who is NUMIS CPA’s?
NUMIS CPA’s is a B.C. based accounting firm with offices in Vancouver, Vancouver Island and will now have a presence in West Kelowna at our current location. Jack Cartmel, CPA, CA, is the managing partner of the firm. I have come to know Jack and it is apparent that we are very like‐minded in terms of safeguarding our clients’ best interests, as well as having similar working and organizational styles.
What was the motivation for this?
The significant advantage to this merger is we now have capacity for expanded services for our existing clients, as well as the ability to take on new clients. Additionally, new value-added services such as cross border tax services, fractional CFO services and other advanced tax planning services are immediately available. In the coming months, I will be leaving public practice to spend more time with family and friends. I thank you for your business and support over the last 30+ years. I have thoroughly enjoyed helping people grow their businesses and overcome tax and accounting obstacles.
Who will be serving my account?
Our existing team in the West Kelowna office will be staying on board and will be joining the NUMIS team. The team will continue with accounting, bookkeeping, as well as personal and corporate tax services. Our dedication to timely and reliable service that you have come to know and expect from Maciel & Co. will continue.
What will happen to my fees?
The NUMIS team will continue to provide the same services you’ve come to enjoy and appreciate but will also have the ability to provide so much more. Current engagements will not see any changes to their fee structures and the NUMIS team will do their best to provide transition pricing that will be similar to what you were used to in the past. They will be reaching out to you on an individual basis to talk through a custom solution for each of your needs and provide a custom quote.
Maciel & Company Chartered Professional Accountant
217 – 3011 Louie Drive, West Kelowna, BC V4T 3E3 | www.jmi.ca | 250 768 0644
Where will I send my information?
The West Kelowna office will remain conveniently located at 217 – 3011 Louie Drive, Westbank, BC V4T 3E3. The phone number will remain 250-768-0644. For any general inquires, please call or email [email protected].
Thank you for your support in the past and I look forward to your continued success. I know you will be in good hands with Jack and the NUMIS team. For more information, please go to the NUMIS CPA’s Inc. website at www.numiscpa.com.
Yours truly
Joe Maciel, CPA, CA