James & McIntyre Chartered Professional Accountants

What James & McIntyre Chartered Professional Accountants does

James & McIntyre Chartered Professional Accountants LLP is a privately-held regional Canadian CPA firm founded in 2017 by Allison James, CPA, CGA, and headquartered in Victoria, British Columbia. The firm delivers tax, accounting, business advisory, estate planning, and business start-up services to individuals and small to medium-sized businesses across Canada, with five physical offices spanning Victoria (headquarters and a Langford location), Calgary, Sechelt, and Gibsons, supplemented by virtual/remote service delivery. The partner group includes Huf McIntyre (CPA, CA), Linda Iverson (CPA, CGA), and Terris Smith (CPA), supported by senior and staff accountants and administrative staff.

The firm's service portfolio is organized around four core offerings: Personal & Corporate Tax Solutions, Business Advisory Services, Estate Tax Planning & Returns, and Business Start Up advisory. Underlying technology consists of a cloud-based accounting software ecosystem supporting Xero, QuickBooks Online, and FreshBooks, paired with a ShareFile-powered encrypted client portal for secure document exchange and multi-factor authentication for data security. No proprietary software product, AI capabilities, or API platform are disclosed.

Revenue is generated through billable professional services priced on a customized, quote-based engagement model with multi-year client relationships typical of the accounting profession. The firm is privately held with no PE, VC, or parent company ownership, no disclosed funding rounds, and no public revenue figures. Go-to-market relies on the firm's website, content marketing via a News & Blog section, organic social presence, and referral networks. The firm markets to individuals, entrepreneurs/start-ups, and SMBs across Western Canada with virtual reach to other Canadian provinces.

Name

James & McIntyre Chartered Professional Accountants

Legal name

James & McIntyre Accounting Chartered Professional Accountants LLP

Website

https://jamesmcintyre.ca

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

James & McIntyre Chartered Professional Accountants LLP is a privately-held Canadian CPA firm founded in 2017, delivering tax, accounting, advisory, and estate planning services to individuals and small to medium-sized businesses from five offices across British Columbia and Alberta.

Ownership category

akta.pro rank

Headquarters

HQ city

Sechelt

HQ country

Canada

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Professional Accounting and Tax Services: Billable professional services including tax planning, tax filing, business advisory, estate planning, and bookkeeping setup and support for individuals and businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

James & McIntyre is a Chartered Professional Accountants LLP that provides personalized tax, accounting, and business advisory services to individuals and small-to-medium businesses across Canada. Core offerings include personal and corporate tax planning and filing, business advisory (strategic planning, M&A, succession, corporate reorganizations), estate tax planning and returns, and business start-up advisory. Services are delivered through five physical offices in British Columbia and Alberta, virtually across Canada, and supported through a secure ShareFile client portal.

Product overview

James & McIntyre is a chartered professional accounting firm offering a unified suite of tax, accounting, and advisory services. Their core service portfolio includes four main offerings: Personal & Corporate Tax Solutions (tax planning, compliance, and filing), Business Advisory Services (strategic planning, M&A, succession), Estate Tax Planning & Returns, and Business Start Up services. These services are delivered through a combination of in-person office visits and virtual/remote appointments, with clients using a secure ShareFile portal for document submission. The firm does not offer a standalone software product; rather, they provide professional services directly to individuals and businesses.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal & Corporate Tax Solutions
• Business Advisory Services
• Estate Tax Planning & Returns
• Business Start-Up Services

Quantifiable outcome

• Expert guidance ensuring compliance while optimizing tax savings

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Deloitte Canada: Big Four firm offering comprehensive tax and advisory services to Canadian businesses; comparable to James & McIntyre in core tax and advisory capabilities but at enterprise scale with much broader offerings.
• KPMG Canada: Big Four firm with broad Canadian tax, audit, and advisory practice; overlaps with James & McIntyre on SMB tax and advisory services but operates at much larger scale and with more diversified service lines.
• H&R Block Canada: Mass-market Canadian tax preparation chain; overlaps with James & McIntyre in personal and small-business tax services, though at a very different price point and with a self-serve/branch model rather than partner-led advisory.

Direct peers

• Crowe Soberman LLP: Canadian mid-market accounting firm with strong advisory and tax practice serving owner-managed businesses; comparable to James & McIntyre in serving SMBs and individuals with tax and business advisory services.
• Baker Tilly Canada: Canadian mid-market accounting and advisory firm network; comparable to James & McIntyre in serving SMBs with tax, advisory, and business start-up services across multiple Canadian offices.
• Grant Thornton Canada: Mid-market-focused national accounting firm serving privately-held businesses; overlaps with James & McIntyre in tax compliance, business advisory, and succession services for Canadian SMBs.
• BDO Canada: National Canadian accounting and tax firm with significant mid-market and SMB focus; comparable to James & McIntyre in core tax, advisory, and business services offerings across Canadian geographies.
• Smythe LLP: British Columbia-based mid-market CPA firm offering tax, audit, and advisory services; directly comparable to James & McIntyre in regional Western Canadian market, client profile, and service mix.
• MNP LLP: One of Canada's largest mid-market accounting and tax firms with strong Western Canada presence; directly comparable to James & McIntyre in serving SMBs and individuals with tax, advisory, and succession planning services across multiple offices.
• Davidson & Company LLP: British Columbia-based CPA firm offering tax, accounting, and advisory services to private businesses and individuals; directly comparable to James & McIntyre in regional focus and service portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/james-mcintyre-cpas

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about James & McIntyre Chartered Professional Accountants