Educate. Enrich. Empower.
We are your year-round partner in building clarity, confidence, and control over your finances.
Who We Are
Founded by Patrick Bailey, a trusted Canadian tax specialist, our firm exists to serve hardworking individuals, families, freelancers, and business owners who want more than just filing services, they want real guidance. We bring more than calculators and spreadsheets to the table. We bring peace of mind.
We Do Things Differently Here
While most firms focus on just filing taxes, we take it further. We’re educators, consultants, and long-term partners. We help you understand your unique tax situation, identify overlooked savings, and implement strategies that work for your goals.
- We Educate – So you can make informed decisions
- We Enrich – By helping you retain more of your hard-earned money
- We Empower – Through strategic advice, personalized support, and ongoing guidance
We don’t just prepare your taxes, we prepare you for success.
Who We Serve
We work with individuals and small to medium-sized businesses across Canada, with a focus on those who value clarity and proactive support. If you’re looking for a tax partner who listens, explains, and guides, you're in the right place.
Families
navigating income splitting, benefits, or tax credits
Freelancers & Contractors
overwhelmed by DIY bookkeeping
Incorporated Business Owners
wanting to optimize compensation & planning
Established Companies
seeking valuation, growth, and investor readiness
Our Mission
Our mission is simple: To Educate, Enrich, and Empower every Canadian taxpayer we work with.
We believe everyone deserves access to the tax-saving tools and insights that wealthy individuals and corporations enjoy, and we make those strategies accessible and understandable to everyday Canadians.
Our Approach
You won’t find one-size-fits-all advice here. Every situation is different, and we take time to get to know yours. Whether you’re raising a family, scaling your business, or preparing for an acquisition, we craft a custom plan that supports your goals while staying 100% CRA-compliant.
Step 1
We Acknowledge
Your goals and pain points come first.
Step 2
We Activate
We build a tax strategy that fits your life or business.
Step 3
We Achieve
We stay connected all year, not just at tax time.
Our Membership Plans
We offer membership plans that bundle tax preparation, bookkeeping, planning, and year-round consulting. Whether you're just starting out or scaling for exit, we’ve got a plan to help.
Family Plan
Built for households with 3+ members, this plan helps you reduce your tax bill legally, split income efficiently, and plan smarter for your family’s future.
Small Business Pro
If you’re DIY-ing your books and worried you’re missing something, this plan gives you structure, tax insight, and ongoing support to clean things up and keep you audit-ready.
Business Deluxe
Perfect for small incorporated business owners who want strategic guidance on paying themselves, tax-saving structures, and long-term planning all while staying compliant.
Value Builder
This consulting-focused plan helps established companies structure for growth, attract investors, and prepare for high-value exits or acquisitions.
Meet Patrick Bailey
FOUNDER | TAX CONSULTANT | EDUCATOR
Hi, I’m Patrick — the person behind Bailey’s Tax Services Inc.
I didn’t start this firm to just file tax returns. I started it because I believe every Canadian deserves to feel confident about their finances, whether they’re raising a family, building a business, or preparing for something big.
I’ve spent years helping people who were stressed out, overwhelmed, or simply in the dark about their taxes. My goal is to bring clarity where there’s confusion, strategy where there’s uncertainty, and peace of mind where there’s been stress.
I take the time to explain things in plain English, not accounting jargon. I listen first and advise second. And above all, I care about helping you make smart decisions that move you forward.
If you’re looking for more than just another tax guy, if you want someone who’s invested in your goals, I’d love to meet you.
Let’s make this the year you take full control of your financial future.
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