Proactive Tax Strategy for Entrepreneurs and Solo Business Owners
Get out of the shoebox chaos and achieve strategic success
Stop scrambling with shoeboxes. Start tactical business tax planning.
Most small business owners spend March frantically sorting receipts and hoping they haven’t missed anything. But by then, they’ve already lost a year’s worth of tax-saving opportunities.
Our Small Business Pro service transforms you from a receipt scrambler into a strategic tax planner. At Bailey’s Tax Services, we offer year-round strategies to help reduce your business tax challenges. With our expert team by your side, you can focus on growing your empire with confidence.
Core components of Bailey’s Small Business Tax Planning services
Business Tax Education Foundation
- Understanding business income types and optimal tax structures
- Mastering business deductions, credits, and expense optimization
- Learning Goods and Services Tax (GST) and Harmonized Sales Tax (HST) requirements and strategic timing
- Building business tax literacy for profitable decision-making
- Grasping cash vs. accrual accounting strategies for tax optimization
Strategic Business Structure Optimization
- Analyzing sole proprietorship vs. incorporation
- Identifying income splitting opportunities within business structures
- Strategizing salary vs. dividend distribution
- Categorizing and maximizing business expenses
- Leveraging home office deductions
Comprehensive Business Tax Minimization
- Developing business Registered Retirement Savings Plan (RRSP) and pension contribution strategies
- Maximizing capital cost allowance
- Recognizing business income and expenses at optimal times
- Leveraging business losses effectively
- Timing investments and equipment purchases for maximum tax benefit
Integrated Business and Personal Planning
- Coordinating business and personal tax strategies
- Planning retirement for business owners
- Establishing business succession and exit planning foundations
- Considering asset protection and business insurance
Choose the small business tax service that best fits your need
Small Business Foundation Plan
$197/month
Ideal for solo entrepreneurs and small businesses, this plan includes everything you need to keep your financials organized and tax-ready, such as:
- Complete business bookkeeping
- Business and personal tax preparation
- Monthly GST/HST filing
- Quarterly tax reviews
- Shoebox rescue service
- Canada Revenue Agency (CRA) representation
- Digital expense tracking tools
- Business tax education
- Canadian Money Saver subscription
Small Business Growth Plan
$297/month
Designed for expanding businesses, this plan encompasses all the features of the Small Business Foundation Plan, plus advanced tools and support to help you optimize your business operations and tax strategy. These include:
- Payroll processing and remittance
- Monthly strategic consultation calls
- Advanced business structure optimization
- Employee benefit tax planning
- Business insurance guidance
- Advanced tax planning tools
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
$4,900 to $7,820
The annual value of the services provided in the Small Business Foundation and Growth Plans, if purchased individually or through other service providers
$2,364 to $3,564
The cost of your annual investment if you subscribe to Bailey's Tax Services’ Small Business Foundation or Growth Plans
Your business transformation guarantee
Are you still doing the following?
- Stuffing receipts into shoeboxes
- Scrambling every March to find missing documents
- Mixing business and personal expenses
- Missing valuable business deductions
- Avoiding dealing with CRA correspondence
With our Small Business Tax plans, you can enjoy:
- Organized, digital business records, maintained year-round
- Strategic tax planning that saves money every quarter
- Professional CRA representation when needed
- Maximum business deductions captured systematically
- Peace of mind knowing your business taxes are optimized
Frequently Asked Questions
1. What is included in the Small Business Pro service?
Small Business Pro is a comprehensive package that includes tax filing, business consultations, bookkeeping, and year-round support to keep your business financially organized. There are two services under the Small Business Pro: the Small Business Foundation Plan and the Small Business Growth Plan.
2. How does the Small Business Pro service save me money?
The Small Business Foundation Plan combines essential services such as tax filings and basic business advice at an affordable rate, helping you stay organized and compliant without unnecessary complexity.
The Small Business Growth Plan, on the other hand, offers advanced tax strategies, payroll services, and ongoing business consultations at a competitive price, helping you optimize your finances as your business grows.
3. Does the Small Business Pro service cover all types of small businesses?
The Small Business Foundation Plan is ideal for small businesses such as sole proprietors, startups, or LLCs with basic needs, providing foundational support to manage taxes and finances.
The Small Business Growth Plan is designed for small to medium-sized businesses to scale, including sole proprietors, LLCs, and S corps, offering more advanced services tailored to growing businesses.
4. What kind of ongoing support do I get with this plan?
With the Small Business Foundation Plan, you’ll receive year-round support for essential tax questions, basic business advice, and bookkeeping, keeping your finances in order and helping you stay compliant.
The Small Business Growth Plan provides comprehensive year-round support, including advanced tax planning, business strategy sessions, and payroll management, giving you the detailed financial guidance needed for growth and profitability.
5. Should I sign up for the Small Business Foundation Plan?
The Small Business Foundation Plan makes sense if your business is in the early stages or has basic tax and financial needs. This plan will cover the essentials such as tax filing and bookkeeping, helping you stay organized without any unnecessary complexity.
6. Should I choose the Small Business Growth Plan?
Sign up for the Small Business Growth Plan if your business is growing and needs more comprehensive services. This plan offers advanced tax planning, payroll, business strategy sessions, and additional financial guidance to help you scale effectively.
7. Can I upgrade or change my plan if my business grows?
Absolutely! As your business evolves, we can adjust your plan to offer more specialized services, making sure your tax and financial needs are always met.
Ready to transform your business tax management from reactive chaos to proactive success?
Contact us today to schedule your Small Business Tax strategy assessment and shoebox rescue.