Business Details
11 Years
experience
Trusted Accounting Services in West Kelowna
Maciel & Company & Company has been providing expert accounting and tax advisory services to family-owned businesses and individuals since 2015. Our team specializes in corporate tax planning, personal tax strategies, estate planning, and business succession solutions, combining decades of industry experience with personalized client service. In 2022, we merged with NUMIS CPAs to expand our capabilities, offering cross-border tax compliance, fractional CFO services, and advanced tax planning while maintaining our commitment to timely, reliable support. Our professionals hold Chartered Professional Accountant designations and prioritize safeguarding client interests through pragmatic financial advice.With over 30 years of combined experience, we focus on helping clients grow businesses, minimize tax liabilities, and navigate complex accounting challenges. Our merger strengthened our capacity to serve existing clients while welcoming new ones, ensuring continuity of service and access to expanded resources. We maintain offices in West Kelowna, BC, and adhere to the highest standards of professional ethics and client confidentiality.
Services
Corporate Tax
Personal Tax
Year-End Accounting
Estate Planning
Business Succession Planning
Details
- Year established: 2015
Highlights and features
- We offer 30+ years of combined experience in tax and accounting services
- Our merger with NUMIS CPAs expands service capabilities while maintaining local expertise
- Specialized cross-border tax compliance and planning services available
- Personalized approach focused on family-owned business needs
- Transparent pricing with no changes to existing client fee structures
Associations and certifications
- Chartered Professional Accountants
Services
Corporate Tax
Comprehensive tax planning and preparation services for family-owned businesses. We specialize in tax minimization strategies, corporate reorganizations, and holding company setups to protect assets and optimize financial outcomes during business transitions.
Personal Tax
Tailored tax planning solutions for individuals, including income splitting strategies, incorporation analysis, RRSP contributions, and pension splitting for seniors. Our experts help maximize tax savings while ensuring compliance with regulatory requirements.
Estate Planning
Strategic estate planning services to reduce probate fees, minimize estate taxes, and simplify executor duties. We help clients maximize beneficiary inheritances and implement capital gains exemptions for qualifying small business corporations.
Business Succession Planning
Specialized planning for business transitions including retirement sales, family transfers, and employee buyouts. We implement estate freezes and succession strategies to ensure smooth ownership transitions and business continuity.
Year-End Accounting
Complete year-end accounting services including financial statement preparation and compliance with banking and regulatory requirements. We offer notice-to-reader and review engagement services to meet various business needs and financing conditions.
People
Joe Maciel
CPA, CA
With over 30 years of experience, Joe Maciel & Company & Company founded Maciel & Company & Company to serve family businesses. He merged with NUMIS CPAs in 2022 to expand service capabilities while maintaining client-focused service standards.
Questions
What accounting services do you offer?
We provide corporate tax planning, personal tax preparation, estate planning, business succession strategies, year-end accounting, and cross-border tax compliance services for family-owned businesses and individuals.
Are you accepting new clients?
Yes, our merger with NUMIS CPAs has expanded our capacity to serve both existing and new clients while maintaining personalized service standards.
How do I request an appointment?
You can request an appointment through our website contact form or by calling our West Kelowna office at 250-768-0644 during regular business hours.
Will my fees change after the merger?
Current client fee structures remain unchanged. NUMIS CPAs will maintain existing pricing models and provide transition pricing similar to previous arrangements for new services.
What are your office hours?
Our West Kelowna office operates Monday through Friday from 8:30 AM to 5:00 PM. We are closed on weekends and statutory holidays.
Do you offer cross-border tax services?
Yes, through our partnership with NUMIS CPAs, we now offer US personal and corporate tax compliance and planning services for cross-border clients.
