Business Details
Kelowna Accountants for Personal & Corporate Tax Solutions
At Misfeldt Accounting, we combine decades of professional accounting experience with a personalized approach to deliver tailored financial solutions. Our team of Certified Public Accountants brings specialized expertise in personal and corporate tax planning, bookkeeping, and CRA review assistance, serving individuals and businesses across the Okanagan region. With roots in both local and international accounting practices, we prioritize strategic tax minimization, accurate financial reporting, and proactive client education.Our commitment to excellence is reflected in our bilingual services, flexible communication options, and a track record of building long-term client relationships based on trust and transparency. As a locally owned firm, we actively contribute to the growth of the Okanagan business community while maintaining rigorous compliance with industry standards.
Services
Personal Tax
Corporate Tax
Bookkeeping
Payroll Management
CRA Review Assistance
Tax Planning
Financial Statements
GST/PST Filing
Business Succession Planning
RRSP Advice
Highlights and features
- We offer bilingual services in English and Spanish for seamless communication.
- Our team includes CPAs with decades of experience in public practice and industry.
- We guarantee timely submission of tax documents before critical deadlines.
- Tailored payment and communication options to suit individual business needs.
- Proven expertise in CRA review assistance and complex tax minimization strategies.
Associations and certifications
- CPA (Chartered Professional Accountant)
What people say
Extremely professional
Helped claim money
Wonderful team
10-year loyalty
Stress-free tax process
Services
Personal Tax
We prepare and optimize individual income tax returns for residents and newcomers, covering rental properties, employment expenses, and foreign assets. Our CPAs provide strategic advice on RRSPs, RESPs, and tax credits while ensuring compliance with CRA regulations. Clients benefit from bilingual support and personalized guidance to maximize refunds and minimize liabilities.
Corporate Tax
Our corporate tax services include T2 return preparation, financial statements, and tax minimization strategies for small to mid-sized businesses. We assist with incorporation, succession planning, and CRA audits while offering proactive advice on acquisitions and growth strategies. Clients receive tailored solutions to maintain compliance and improve financial performance.
Bookkeeping & Payroll
We provide full-cycle bookkeeping, payroll management, and GST/PST filing services with a focus on accuracy and timeliness. Our team reconciles accounts, generates financial reports, and ensures compliance with employment standards. Clients gain peace of mind through secure document submission and dedicated support for remote or in-person operations.
CRA Review Assistance
We represent clients during CRA reviews and audits, handling correspondence and documentation requirements from start to finish. Our team prepares responses to CRA inquiries, explains complex tax positions, and negotiates resolutions when discrepancies arise. This service ensures compliance while protecting clients' interests during government examinations.
Tax Planning
Our proactive tax planning identifies opportunities for individuals and businesses to reduce liabilities through strategic deductions, entity structuring, and investment advice. We analyze clients' financial situations annually to implement CRA-compliant strategies for retirement planning, business expansion, and intergenerational wealth transfer.
People
Sean Misfeldt
Owner/Operator
CPA with 20+ years of experience in corporate accounting and consulting, including roles at FortisBC and international firms. Specializes in tax strategy and business growth advisory for local entrepreneurs.
Bradley Gunn
Owner/Operator
CPA with expertise in tax compliance and assurance services, previously at Grant Thornton LLP. Focuses on delivering tailored solutions for corporations and high-net-worth individuals.
Joab Campbell
Accountant
Kelowna-born accountant specializing in corporate tax returns and planning. Currently completing CPA designation with a focus on optimizing tax outcomes for growing businesses.
Elin Magnusson
Accountant
CPA candidate with international experience in tax and bookkeeping. Provides bilingual (English/Spanish) support for personal and corporate clients while maintaining rigorous compliance standards.
Paulina Rojas
Customer Service Manager
Marketing and operations leader with 10+ years of client service experience. Oversees client communications and ensures seamless delivery of accounting and bookkeeping services.
Questions
When will my tax return be ready?
We complete returns within two weeks of receiving all required documents, with CPA review included in this timeline.
How can I pay for services?
We accept e-transfers, credit/debit cards (in-person or by phone), cash, and cheques. Refunds cannot be used to settle invoices.
What are the tax filing deadlines?
Personal returns are due April 30; business owners have until June 15. Late filings may incur penalties from CRA.
Can you assist with CRA audits?
Yes, we handle all CRA review correspondence, prepare documentation, and represent clients throughout the audit process.
Do you offer online document submission?
Yes, we provide secure online submission links for client convenience, with no account registration required.
