Our Services

Corporate Accounting and Tax / Individual Tax / Cross-border Tax Solutions / Consulting and Advisory Services / CFO and Controllership

We are your one-stop shop.

We are happy to provide accounting, tax, and consulting for both Canadian and US businesses and individuals. We also specialize in CFO and controllership services for growing businesses, providing dynamic external C-suite management. Clients can take advantage of our management services and leverage our multi-industry experience to get practical advice they can grow with. At NUMIS, we use the latest cloud-based solutions and are always adapting to the latest technologies. This enables clients to make quick decisions in today’s ever-changing environment.

Service

Corporate Accounting and Tax

Compilation (formerly Notice to Reader) financial statements & year-end engagements
Corporate tax filings, including corporate farms (T2, T5, T1134, T1135, AgriInvest and AgriInvest Statement A)
Year-end corporate tax planning and strategies (Dividend vs. salary, roll overs, amalgamation and reorganizations, transfer pricing, TOSI, life insurance, lifetime capital gains deduction LCGE)
Bookkeeping services
Payroll services, including annual slips (T4, WCB)
Government remittances and filings (GST/HST, PST, EHT)
Correspondence with CRA
Public company reporting
Budgeting, forecasting and management reports
Review / Audit Engagements (financing/lending/loans/mortgages, construction, home builds, trust audits, etc.)
Underused Housing Tax (UHT) Filings
Other filings, including: trust filings (T3, bare trust), non-profit (T1044), charity (T3010), partnerships (T5013) and more!

* These are just some examples. This is not an exhaustive list.

Service

Individual Accounting and Tax

Personal tax returns for Canadian residents and non-residents (T1)
Rental Income (T776)
Self-employment business or farming income (T2125, T1163, T2042, AgriStability and AgriInvest Statement A)
CRA correspondence and assistance with audits and reviews
Personal GST / HST filings
Foreign income verification statement (T1135)
Personal tax planning and strategies (RRSP, TFSA, HBP, LLP, dividend vs salary)
Underused Housing Tax (UHT) Filings
Estate and final returns

* These are just some examples. It is not an exhaustive list.

Service

US Corporate and Individual Accounting and Tax

Federal and state personal income tax returns for residents and non-residents
Expatriation tax returns and planning
Offshore Voluntary Disclosure Program and IRS Streamlined Procedures
Preparation of US annual slips (1099)
Correspondence with US tax authorities
US foreign reporting filing (FBAR)
Consultation on cross-border tax issues & employment abroad
Pension split calculation to minimize overall tax liabilities
Analysis of tax treaty applications for individuals
US tax implications from owning RRSP/RESP/TFSA/Mutual funds
US tax consequences to US persons owning shares in Canadian corporations (subpart F implications, PFIC issues)

* These are just some examples. It is not an exhaustive list

Service

Consulting and Advisory Services

Managerial accounting can be used in short-term and long-term decisions involving the financial health of a company.
Our management service helps managers make operational decisions intended to help increase the company’s operational efficiency – which also helps in making longer-term investment decisions.

* These are just some examples. It is not an exhaustive list

Service

CFO and Controllership

M and A Transactions, RTO’s and IPO’s
Financial statement preparation and review (Quarterly and Annual)
Finance or Accounting team development & support
CTO / MCTO Assistance
External Audit Assistance
Process analysis and improvements
Cash-flow management – AR and AP

* These are just some examples. It is not an exhaustive list

Service

Legal Services

Incorporations
Dissolutions / Wind Up of Companies
Maintenance of Records & Filing Annual Reports

* provided by Thershan Nainaar Law Corporation

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If you are interested in working with our team, contact us here to set up a meeting.

Formerly Maciel & Co | SIFA Group | Benson Seymour

To All Our Valued Clients at
Banka & Company

It is with great pleasure that Banka & Company announces it will merge with NUMIS CPAs Inc. 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. Banka & Company will officially merge with NUMIS CPAs Inc. on August 1, 2024.

Who is NUMIS CPAs?

NUMIS CPAs is an accounting firm with offices in Vancouver, Vancouver Island, West Kelowna, Airdrie Alberta, and now Kelowna. Jack Cartmel, CPA, CA is the managing partner of the firm.

What was the motivation for this?

The significant advantage to this merger is the capacity for expanded services for 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.

As most of you are aware, I am nearing retirement and this merger provides me with comfort that my clients will be well taken care of once I decide to stop working. Since COVID and downsizing of my practice, I have found it concerning that I could not provide a full range of services as I have in the past and that I had to turn away clients because I was at capacity.

Who will be serving my account?

As I was operating as a lone star, I am now happy to have the support of the team of the West Kelowna office as well as the other NUMIS offices in British Columbia and Alberta. The team will provide accounting, bookkeeping as well as personal and corporate tax services. I will continue to provide services at a more senior level by way of review and other accounting services as required by the group.

What will happen to my fees?

The NUMIS team will continue to provide the same services you’ve come to enjoy and appreciate but also have the ability to provide so much more. Current engagements will not see any changes to their fee structures (except for the standard inflationary increase and NUMIS standard 10% admin fee) and the NUMIS team will do their best to provide similar transition pricing.

Where will I send my information?

You will now have 2 drop off points. One at 1370 Springfield Kelowna (around the back) (250-763-4528) and the other at 217-3011 Louie Drive West Kelowna (250-768-0644). The electronic upload through ecourier remains available. For any general inquiries, please call or email admin@numiscpa.com.

Thank you for your support over the years and I look forward to joining the NUMIS team, continuing to help you to Plan, Manage and Succeed. For more information, please take a look at the NUMIS CPAs Inc., website at www.numiscpa.com.

Best regards,
Gabriele Banka, DAcc., BApplBA., P.Mgr., C.Mgr., CPA, CGA