Personal Tax Accountant Kelowna
Personal Tax
Tax Accountant
Unlock Financial Success with Our Expert Accounting Services
At our firm, we offer comprehensive personal tax services tailored to meet your needs. Our experienced team can provide assistance in various aspects, including sole proprietorship businesses, rental properties, employment expenses, moving expenses, capital gains, investments, income splitting, medical expenses, donations, and foreign property declaration. Additionally, our services encompass RRSP planning, ensuring that your retirement savings contribute to your overall financial well-being. We prioritize thorough communication through your preferred method of contact, ensuring that you are kept informed throughout the process. Trust us to navigate the complexities of personal taxation with precision and care, providing you with peace of mind and confidence.
OUR PROCESS
Professional Tax Assistance for
Newcomers and Students in Canada
Whether you're a newcomer settling into Canada or a student stepping into the world of taxes for the first time, our expertise and guidance is at your service. Our commitment is to make the tax process easy and accessible. Our dedicated team is here to answer your questions and ensure you navigate your tax obligations with confidence. Contact us and let us guide you through a seamless tax journey throughout your lifetime.
Our Process
Client
Misfeldt & Gunn CPAs
Complete the New or Annual Client Form
Begin the tax preparation process by providing essential information through our client form. These questions ensure we have the most updated information and are necessary to initiate our process accurately.
Initiate Your Personal Tax Return Preparation
We initiate the tax return preparation, promptly reaching out if any clarification or documentation is required.
CPA Review
After completing your personal tax, your tax return undergoes a thorough review by one of our CPAs.
Receive Notification
and Review Your Completed Tax Return
Our firm will notify you when your tax return has been completed through your preferred contact method. Take the time to carefully review the full tax return to ensure accuracy and understanding.
Sign relevant documents and Submit Payment
Finalize the process by signing the proper tax forms. Concurrently, please ensure the submission of payment for any outstanding invoices with Misfeldt & Gunn CPAs. This step is crucial in order to promptly proceed with your tax filing.
Why choose Misfeldt & gunn CPAs for your Personal Tax?
Discover the advantages of a locally owned boutique accounting firm. Our strategic and proactive approach ensures personalized solutions tailored to your unique needs. Experience the difference of working with a team that cares about your individual success.
Personal
Income
Tax Return
We go beyond the basics, ensuring every detail is thoroughly addressed with a special focus on enhancing your tax position.
Strategic
Personal
Tax Planning
Tailor your financial strategy with our expert insight. Our personalized tax planning services empower you to make informed decisions.
RRSP & Other Investments
Unlock the full potential of your investments with our advice on RRSPs, TFSAs, RESPs, etc. We guide you towards optimal financial strategies for a secure future.
Sole Proprietorship
and Rental
Properties
As part of your T1 General preparation, we offer specialized solutions for Sole-proprietors and those with rental properties. Our streamlined approach ensures compliance while maximizing deductions.
CRA
Review
Assistance
Respond to CRA reviews with assurance. Our expert assistance ensures thorough preparation and support during the review process and we respond to CRA reviews on your behalf.
Confidence in your personal tax strategy
Discover our approach to personal tax management with Misfeldt & Gunn CPAs. Our team of tax professionals is dedicated to simplifying the personal tax process, helping you minimize your tax liabilities. Whether you're filing for the first time, new to the country, a regular tax filer, or navigating unique financial circumstances, our services will adapt to your specific needs. Entrust your personal taxes to us and benefit from our expertise and guidance.
