Business Details
Trusted Accounting and Tax Services in Victoria, BC
Jacoby & Games Chartered Professional Accountants have been serving the Victoria, BC region for over three decades. Our dedicated team combines deep local knowledge with technical expertise to support businesses and individuals in achieving their financial goals. Each staff member is committed to delivering personalized, professional guidance, ensuring clients receive clear and reliable advice tailored to their needs. We take pride in fostering long-term relationships built on trust, transparency, and a shared commitment to excellence. Our firm specializes in corporate accounting, tax preparation, SR&ED consulting, financial management, and estate planning. We assist clients with cloud-based accounting software, including QuickBooks Online, Sage One, and Xero, to streamline financial processes.Our principals bring decades of experience in tax, estate, financial, and business consulting, offering strategic insights to maximize client success. We actively engage in community development, positioning ourselves as trusted partners invested in Victorias growth. Our team stays updated on evolving tax regulations, including short-term rental implications and crypto-asset audits, to provide forward-thinking solutions. Through personalized service and technical proficiency, we aim to be more than accountantsserving as integral advisors to our clients financial well-being.
Services
Corporate Accounting
Tax Preparation
SR&ED Consulting
Financial Management
Estate Planning
Highlights and features
- We have over 30 years of experience serving Victorias businesses and individuals.
- Our team specializes in cloud-based accounting software integration and optimization.
- We offer expert guidance on Canadas SR&ED tax incentive program claims.
- Our principals bring combined decades of tax, estate, and business consulting expertise.
- We prioritize personalized service with a focus on long-term client relationships.
Services
Corporate Accounting
We provide comprehensive corporate accounting services, including financial statement preparation, payroll management, and compliance reporting. Our team ensures accurate record-keeping and regulatory adherence for businesses of all sizes. By leveraging cloud-based software, we streamline financial processes to enhance efficiency and decision-making.
Tax Preparation
Our tax preparation services cover individual and corporate returns, with expertise in complex scenarios like short-term rental reporting and crypto-asset disclosures. We ensure compliance with CRA requirements while optimizing tax-saving opportunities through strategic planning and documentation.
SR&ED Consulting
We assist businesses in claiming Canadas SR&ED tax incentives by identifying eligible expenditures and coordinating technical documentation. Our guidance maximizes refunds for companies engaged in technological innovation across engineering, IT, and scientific research fields.
Financial Management
Our financial management services focus on strategic planning for businesses and individuals, including cash flow optimization and investment strategies. We help clients build wealth through tailored advice aligned with their long-term economic goals and risk tolerance.
Estate Planning
We offer estate planning solutions to preserve wealth and ensure smooth asset transfer. Services include wills, trusts, and tax-efficient strategies to minimize liabilities, providing clients with security and peace of mind for their familys future.
People
James Jacoby
Principal
James has been a partner for over 25 years, specializing in tax, estate, and business consulting. With 28 years of experience, he focuses on wealth creation through strategic financial planning and accounting services.
Richard Games
Principal
Richard has been a partner for seven years, bringing 30 years of business ownership experience. He offers practical insights into financial decision-making during diverse economic conditions.
Doug Bradshaw
Manager
Doug has served the firm for 25 years, continuously expanding his expertise in accounting and tax matters. He prioritizes client service and community involvement through church activities.
Brendan Youds
Senior Accountant
Brendan provides expert accounting services with a focus on precision and client needs. His work ensures compliance and financial clarity for individuals and businesses.
Samantha Wong
Staff Accountant
Samantha delivers accurate accounting solutions, supporting clients with tax and financial reporting requirements. Her attention to detail ensures reliable service for diverse client portfolios.
Questions
What tax deadlines should I be aware of?
Personal tax documents are due by March 14, 2025, for sole proprietors and April 10, 2025, for those with investments.
Do you handle SR&ED tax credit claims?
Yes, we assist with SR&ED claims by identifying eligible expenditures and coordinating documentation to maximize refunds for R&D activities.
What accounting software do you support?
We work with QuickBooks Online, Sage One, FreshBooks, Xero, and other cloud-based platforms for seamless financial management.
Are short-term rental tax rules changing?
Yes, non-compliant short-term rental operators may lose tax deductions starting January 1, 2024, under new federal regulations.
Do you offer estate planning services?
Yes, we provide estate planning strategies to ensure tax-efficient asset transfer through wills, trusts, and legacy planning.
