Exceeding Expectations, One Client at a Time
Welcome to Misfeldt & Gunn CPAs, a team of dedicated Chartered Professional Accountants who are committed to providing expert financial advice, tax-saving strategies, and exceptional customer service to individuals and businesses in the Okanagan community. With a deep understanding of the unique needs and challenges faced by our clients, we strive to optimize their financial health through personalized guidance and innovative solutions.
Our Expertise and Care: Serving You in English and Spanish
Our team is composed of experienced CPAs and accounting professionals who possess a thorough understanding of tax regulations and financial best practices. We are proud to serve our clients in both English and Spanish, ensuring that language is never a barrier to obtaining the financial support they need. Our commitment to efficiency ensures that we consistently meet deadlines, alleviating the stress and worry associated with financial filing requirements.
Locally Owned and Community Focused
As a locally owned business, Misfeldt & Gunn CPAs is deeply rooted in the Okanagan community. We are passionate about contributing to the growth and success of local businesses and individuals, providing a range of comprehensive tax services tailored to meet the unique needs of our clients. Our dedication to the community is evident in our personalized methods of payment, document delivery, communication, and meeting arrangements, as well as our online signature options.
Personal Relationships, Strategic Planning, and Proactive Support
At Misfeldt & Gunn CPAs, we prioritize building strong personal relationships with our clients. We believe that understanding, trust, and open communication are key to achieving financial success. Our team provides strategic tax planning for individuals and corporations, expert bookkeeping solutions, and valuable guidance on critical decisions such as incorporation, acquisitions, and succession planning. We proactively support our clients, ensuring that they are well-equipped to make informed decisions regarding their financial future.
Comprehensive Services for Individuals and Businesses
Our extensive suite of services includes:
- Corporate Tax Services: We specialize in the preparation of T2 returns, financial statements, and corporate tax slips. Our team offers advice and consulting, tax minimization strategies, guidance on business acquisitions and sales, and support with succession planning.
- Personal Tax Services: Our personal tax services cover the preparation of income tax returns, rental properties, employment expenses, sole proprietorships, foreign property declarations, capital gains advice, TFSA, RESP, and RRSP contributions, income splitting, tuition credit transfers, and taxable benefits guidance.
- Bookkeeping & Payroll Services: We provide full-cycle bookkeeping, payroll management, T4 preparation, expert guidance on employee benefits and employment standards, and employee vs. subcontractor evaluations. Our dedicated professionals help you maintain accurate financial records, ensure payroll accuracy, and make informed decisions regarding your workforce.
Exceptional Service and Professionalism
The reviewers have consistently praised Misfeldt Accounting for their exceptional service, professionalism, and kindness. They highlight the firm's ability to strike a perfect balance between being efficient and caring for their clients' well-being. The staff is described as friendly, courteous, and knowledgeable, with Sean Misfeldt being praised for his ease of communication, excellent problem-solving skills, and willingness to go above and beyond to help clients.
Reviewers have also praised the firm's prompt and timely service, with some mentioning that they receive quick responses to their questions and concerns. The firm's ability to understand clients' core businesses and provide personalized services has also been emphasized.
Long-Term Relationships and Referrals
Many reviewers have mentioned that they have been working with Misfeldt Accounting for several years, with some even referring their own clients to the firm. They appreciate the firm's long-term commitment to their clients and the personalized service they receive.
Flexibility and Understanding
One reviewer specifically mentioned that Sean Misfeldt did not charge her sons for their income tax return during the Covid-19 pandemic, demonstrating the firm's understanding and flexibility during difficult times.
Bookkeeping and Financial Operations
One reviewer mentioned that the firm's bookkeeper and accountant are able to communicate efficiently, making it more convenient for clients to have all their financial operations under one roof.
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