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You work hard—for your family, your future, or your business. You shouldn’t have to navigate taxes, bookkeeping, and big financial decisions alone.
At Bailey’s Tax Services, our membership plans guide you every step of the way—from identifying what’s holding you back…to activating smart tax strategies…to finally achieving your goals with clarity and confidence.
We don’t just prepare taxes.
We mentor you, support you, and stay with you year-round so you’re never left guessing.
Life doesn’t happen once a year.
Neither should your tax or financial support.
Whether you’re a busy parent juggling family finances… a freelancer or side-hustler managing receipts at midnight… or a growing business ready to scale—your needs change throughout the year. And those changes can trigger tax implications you may not even notice until it’s too late.
Our membership plans give you real people, real answers, and real support—right when you need it.
So instead of worrying about what you missed, you gain the clarity and confidence to make smarter decisions all year round.
As your guide, we help you reduce the noise:
You shouldn’t have to figure it all out by yourself.
Our structured plans provide tax preparation, ongoing consulting, education, alerts, and proactive planning—so you stay ahead of the tax curve, not behind it.
For families who want peace of mind, clarity, and year-round support.
You get:
Perfect if:
You want affordable, reliable tax help that keeps your family organized and informed throughout the year.
For sole proprietors, freelancers & side-hustlers who want structure and strategy.
You get:
Perfect if:
You’re earning business income and want to stay organized, compliant, and prepared—without doing everything alone.
For incorporated small businesses ready for advanced oversight and strategic growth.
You get:
Perfect if:
You want a finance partner who helps you stay compliant, minimize tax, optimize compensation, and make smarter decisions as your business grows.
For growth-stage companies preparing to scale—or eventually exit.
You get:
Perfect if:
You are serious about long-term growth, maximizing business value, and building a future worth passing on.
| 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 |
Multi-Entity & Shareholder Structuring |
| 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 |