Business Details
Your Trusted Accountants in Victoria, BC
Jacoby & Games has served the Victoria, BC region for over three decades, delivering comprehensive accounting and tax advisory services. Our team combines deep local knowledge with technical expertise to support businesses and individuals in achieving their financial goals. Each staff member is committed to personalized, professional guidance, ensuring clients receive clear and reliable advice tailored to their needs. We foster long-term relationships built on trust, transparency, and a shared commitment to excellence. Our expertise spans corporate accounting, tax preparation, scientific research and experimental development (SRED) consulting, financial management, and estate planning.We specialize in transitioning clients to cloud-based accounting software, enabling seamless access to financial data. With decades of combined experience, our principals James Jacoby and Richard Games lead a dedicated team focused on creating wealth through sound financial planning. We prioritize client success, offering cloud accounting solutions compatible with platforms like QuickBooks, Xero, and FreshBooks. Our approach emphasizes proactive tax planning, compliance, and maximizing refunds for SRED claims. As trusted partners, we remain committed to the Victoria community, ensuring clients navigate complex tax regulations with confidence.
Services
Corporate Tax Preparation
SRED Consulting
Cloud Accounting
Estate Planning
Individual Tax Filing
Financial Management
Payroll Services
Audit Support
GST/HST Filing
Tax Dispute Resolution
Highlights and features
- We offer over three decades of experience serving Victoria's accounting needs.
- Our team provides personalized guidance tailored to individual and business goals.
- Specialized expertise in SRED claims and cloud accounting integration.
- Proven track record in maximizing tax refunds and compliance solutions.
- Certified professionals with deep local market knowledge and technical proficiency.
Associations and certifications
- CPA
Services
Corporate Tax Preparation
Our corporate tax preparation ensures compliance with federal and provincial regulations while optimizing deductions. We handle complex filings for businesses of all sizes, focusing on accuracy and maximizing refunds. Our team stays updated on legislative changes to provide strategic tax planning solutions.
SRED Consulting
We assist businesses in claiming Scientific Research and Experimental Development (SRED) tax credits. Our process includes identifying eligible expenditures, preparing documentation, and ensuring compliance with CRA requirements. This service helps companies recover costs for innovation and development projects.
Cloud Accounting
We transition clients to cloud-based accounting systems like QuickBooks and Xero, enabling real-time financial management. This service improves efficiency, reduces errors, and allows secure access to financial data from any device, streamlining collaboration between clients and our team.
Estate Planning
Our estate planning services focus on preserving wealth and ensuring smooth asset transfer. We work with clients to create strategies that minimize tax liabilities, address family needs, and align with long-term financial goals through trusts, wills, and other instruments.
Individual Tax Filing
We provide comprehensive personal tax filing services, addressing deductions, credits, and compliance. Our approach simplifies tax season for individuals, ensuring accurate submissions while identifying opportunities to reduce liabilities and maximize refunds.
People
James Jacoby
Principal
With over 28 years of experience, James specializes in tax, estate, and business consulting. He focuses on wealth creation through strategic financial planning and has been a partner at Jacoby & Games for over 25 years.
Richard Games
Principal
Richard brings 30 years of business ownership experience to his role. His background in managing companies during economic fluctuations informs his practical approach to client advisory services and partnership at Jacoby & Games.
Doug Bradshaw
Manager
Doug has over 25 years of accounting and tax expertise. He prioritizes continuous learning to better serve clients and balances his professional dedication with family time and community involvement at his church.
Brendan Youds
Senior Accountant
A CPA with specialized skills in corporate tax compliance and financial reporting. Brendan supports clients with meticulous attention to detail and a focus on delivering accurate, timely accounting solutions.
Samantha Wong
Staff Accountant
Samantha provides accounting and tax services with a client-centric approach. Her expertise includes individual and corporate tax preparation, ensuring compliance while optimizing financial outcomes for Jacoby & Games' clientele.
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. Corporate deadlines vary based on fiscal year-end.
Can I claim SRED tax credits?
Businesses conducting scientific research or experimental development in Canada may qualify. We help identify eligible activities and prepare documentation to maximize refunds through the SRED program.
How does cloud accounting benefit my business?
Cloud accounting enables real-time financial tracking, improves collaboration, and allows secure access from any device. We support platforms like QuickBooks, Xero, and FreshBooks for streamlined operations.
What estate planning services do you offer?
We create strategies for wealth preservation, asset transfer, and tax minimization through trusts, wills, and succession planning tailored to individual family needs and long-term goals.
