Gabriele Banka

WORK HISTORY

SKILLS

ABOUT GABRIELE BANKA

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 servicing 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.