Strategic Tax Planning for Incorporated Small Business Owners
Bailey’s Tax Services turns corporate confusion into strategic mastery
Stop drowning in corporate complexity. Start maximizing your corporate advantage.
Moving from a sole proprietorship to owning a corporation comes with big opportunities, but it can also feel overwhelming. Many business owners struggle with stricter rules, complicated recordkeeping, and separating personal and business finances. They also often miss out on tax planning, income splitting, and wealth-building strategies that make a corporation so valuable.
Our Business Deluxe service transforms you from a confused corporate owner into a strategic tax-optimizing entrepreneur, unlocking the full potential of your corporate structure while building serious business value.
Core components of Bailey’s Corporate Tax Planning service
Corporate Tax Strategy Foundation
- Understanding corporate vs. personal tax optimization strategies
- Mastering corporate deductions, credits, and tax planning opportunities
- Learning corporate compliance requirements and strategic timing
- Building corporate tax literacy for profitable business decisions
- Navigating corporate/personal fund separation and optimization
Strategic Corporate Structure Optimization
- Optimizing salary vs. dividend strategies for tax efficiency
- Identifying income splitting opportunities through corporate structures
- Developing corporate retained earnings and investment strategies
- Implementing corporate tax deferral and timing strategies
- Planning multiyear corporate tax strategies and wealth accumulation
Advanced Corporate Tax Minimization
- Structuring corporate RRSP and pension contributions
- Maximizing small business deductions and planning
- Planning and applying capital gains exemption strategies
- Leveraging corporate losses and carry-forward strategies
- Aligning corporate and personal investment planning
Corporate Value Building and Exit Planning
- Understanding business valuation fundamentals and value drivers
- Implementing tax-efficient business growth and expansion strategies
- Optimizing corporate succession and exit planning
- Safeguarding assets through corporate structures
- Enhancing sellable business value while minimizing taxes
Choose the right plan to maximize your corporation's financial benefits
Whether your business has recently incorporated or you’re looking to expand your business, our Business Deluxe plans cater to your unique needs, helping you navigate the complexities of business taxes and planning.
Business Deluxe Foundation
$397/month
Perfect for recently incorporated small businesses aiming for a strong financial start, this plan includes:
- Complete corporate bookkeeping
- Corporate and personal tax preparation
- Monthly Goods and Services Tax (GST) and Harmonized Sales Tax (HST) filing
- Quarterly tax reviews
- Salary/Dividend optimization
- Canada Revenue Agency (CRA) representation
- Value Builder System introduction
- Corporate tax education
- Canadian Money Saver subscription
Business Deluxe Growth
$597/month
Ideal for expanding corporations ready to maximize value and plan for long-term prosperity, this solution includes everything our Business Deluxe Foundation offers, plus the following:
- Advanced corporate planning
- Monthly strategy consultations
- Complete value builder system
- Multiyear succession planning
- Corporate investment strategies
- Advanced payroll planning
Find The Right Plan For You
| Feature / Benefit | Family Plan | Small Business Pro | Business Deluxe | Value Builder |
|---|---|---|---|---|
| Ideal For | Families with 3+ members | Sole proprietors, freelancers, side-hustlers | Incorporated small businesses |
Growth-stage businesses preparing for scale or exit |
| Tax Return Filing | Personal Tax Returns | Personal + Business Tax Filing | Corporate (T2) + Owner Tax Filing | Full Corporate Tax Suite |
| Bookkeeping Support | Basic Setup & Cleanup | Ongoing Monthly Support | Advanced Financial Oversight | |
| Income Splitting Strategies | Sole Prop Level | Salary/Dividend Planning | Multi-Entity & Shareholder Structuring | |
| Tax Minimization Strategies | Advanced | Strategic + Valuation Focused | ||
| Tax Planning & Quarterly Reviews | Annual | Quarterly | Monthly | |
| CRA Audit Support | Priority Response | |||
| Business Structuring Advice | Compensation, Dividends | Exit & Succession Planning | ||
| Pension, Retirement, or Wealth Planning | RRSP & IPP Advice | Legacy & Value Creation Focus | ||
| One-on-One Consulting Calls | 1 Call Per Year | Quarterly Check-ins | Bi-Monthly | Monthly or As-Needed |
| Support Channels | Email + Phone | Priority Email + Phone | Dedicated Consultant Access | |
| Starting From (CAD) | $77 / month | $197 / month | $397 / month | $997 / month |
| Join Family Plan | Join Small Biz Pro | Join Business Deluxe | Book Value Builder Consult |
Not Sure Which Plan Fits You?
Let’s talk! Schedule a free 30-minute strategy call, and we’ll walk you through the best fit for your personal or business needs.
Unbeatable value: Compare our plans with traditional tax services
Compared to purchasing individual services separately, our plans offer incredible value. Here’s a breakdown of typical costs for the services we provide alongside what you’ll spend when you choose our plans:
| Service | Cost of traditional services | Annual cost of Bailey’s Business Deluxe plans |
|---|---|---|
| Corporate bookkeeping services | $3,600 to $6,000 annually | |
| Corporate tax preparation | $800 to $1,500 annually | |
| Personal tax preparation (corporate owner) | $350 to $500 annually | |
| GST/HST filing | $480 to $900 annually | |
| Corporate tax planning consultation | $1,200 to $2,000 annually | |
| Value Builder System coaching | $1,800 to $2,500 annually | |
| CRA corporate representation | $1,200 to $2,500 per issue | |
| Total comparative value: $9,430 to $15,900 |
All-inclusive price: $4,764 – Business Deluxe Foundation Plan $7,164 – Business Deluxe Growth Plan |
|
Your corporate transformation guarantee
Do the following scenarios sound familiar?
- You’re overwhelmed by corporate compliance requirements.
- It’s a struggle to separate personal and business finances.
- You’re missing valuable corporate tax strategies.
- Your corporation is just an expensive sole proprietorship.
- You’re building a job instead of a valuable business.
Step into a new corporate reality with the following benefits:
- Strategic corporate structure optimized for tax efficiency and value building
- Professional corporate management that maximizes every advantage
- Clear separation and optimization of corporate and personal finances
- Systematic business value building using proven methodologies
- Corporate tax strategies that build wealth while minimizing taxes
Frequently Asked Questions
1. What does the Business Deluxe Plan include?
The Business Deluxe Plan offers a full suite of services, including advanced tax planning, bookkeeping, payroll, business consulting, and ongoing support to help your business thrive.
2. Is this plan suitable for all types of businesses?
Yes, both the Business Deluxe Foundation and the Business Deluxe Growth Plans are designed to cater to businesses of all sizes.
The Business Deluxe Foundation Plan is ideal for smaller businesses or startups that need essential services such as tax filing and basic business advice. The Business Deluxe Growth Plan, on the other hand, is suited for established businesses looking to scale, offering more advanced services such as strategic business consulting, payroll, and tax planning to support continued expansion.
3. How can the Business Deluxe Plan help my business grow?
The Business Deluxe Foundation Plan provides tax filing, bookkeeping, and basic advice to help new businesses build a strong financial foundation while staying compliant and organized.
The Business Deluxe Growth Plan offers advanced support, including consulting, tax planning, and payroll services. It provides tools and guidance for scaling, boosting profits, and handling complex finances. Both plans support your business at different stages of growth.
4. How many consultations does the Business Deluxe Plan include?
The Business Deluxe Foundation Plan offers regular consultations to help with tax filings, basic financial planning, and business organization. These sessions focus on foundational support for your immediate needs.
The Business Deluxe Growth Plan provides more frequent, in-depth consultations, including quarterly sessions to optimize growth, plan for tax season, and handle complex financial decisions. Both plans are tailored to fit your business stage and needs.
5. Can I get help with business expansion or acquisitions?
The Business Deluxe Growth Plan is designed to support businesses during expansion or acquisitions by offering personalized consulting, strategic planning, and advanced tax strategies. The plan also provides guidance to manage risks, streamline operations, and boost profitability as you scale.
While the Business Deluxe Foundation Plan covers essential services for newer businesses, the Business Deluxe Growth Plan offers the specialized support required during expansions.
6. What makes the Business Deluxe different from the Small Business Pro?
The Business Deluxe service is designed for companies needing higher-level support to drive growth, manage complexity, and navigate advanced financial strategies.
Meanwhile, the Small Business Pro service focuses on essentials such as tax filing, business advice, and bookkeeping, making it ideal for startups or businesses with simple needs.
7. Can I switch from the Business Deluxe Foundation Plan to the Business Deluxe Growth Plan if my business needs change?
Yes, you can easily upgrade to the Business Deluxe plan as your business evolves. We’ll adjust the services to better suit your expanding needs.
Ready to maximize your corporate advantage?
At Bailey’s Tax Services, our comprehensive approach for corporations builds serious business value while expertly managing your taxes.