Would you like to download our mobile app from the App Store?
DownloadAcknowledge, Activate, Achieve
Mentoring and nurturing the relationship with our clients are what our membership plans are all about. This is where we help our clients to acknowledge their challenges, then activate the strategies that ultimately let them achieve their goals and objectives.
As a business owner, you may sometimes get bogged down with endless paperwork, poor bookkeeping,
or inefficient records retention. Whether you're just starting out or are already established, we'll address some of the critical factors impacting you or your company with our affordable tax management plans.
If you're like most individual taxpayers who only meet your tax advisor annually, life events occur, which can result in tax implications with a significant impact. Wouldn't you want to know that help is just a call away? Have your concerns addressed in real time by real people?
Now, you can take advantage of a system that provides tax preparation services, ongoing consulting, education, and alerts so you can stay ahead of the tax curve, all year round.
| 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 |
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.
As a business owner, you sometimes may get bogged down with endless paperwork, poor bookkeeping, or inefficient records retention. Whether you’re just starting out or are already established, we’ll address some of the critical factors impacting you or your company with our affordable tax management plans.
If you’re like most individual taxpayers who only meet your tax advisor annually, life events occur, which can result in tax implications with a significant impact. Wouldn’t you want to know that help is just a call away? Have your concerns addressed in real time by real people?
Now, you can take advantage of a system that provides tax preparation services, ongoing consulting, education, and alerts so you can stay ahead of the tax curve, all year round.
You may have heard of the expression that time is money. But in reality, time is more valuable than money. While money that has been spent can be made back, time wasted, however, cannot be recovered and can end up being very costly. As a business owner, you may be bogged down with endless paperwork, poor bookkeeping, or inefficient records retention. If you’re like most individual taxpayers who only meet your tax advisor annually, you may go through life events, such as a wedding, a death in the family, or the birth of a child, which can result in tax implications with a significant impact.
Now, you can take advantage of a system that relieves you from these headaches and allows you to maximize your valuable time. Bailey’s Tax Services Inc. provides tax preparation services, ongoing consulting, education, and alerts so you can stay ahead of the tax curve.