Patrick Bailey

Questioner
DISC Type : c

Income Tax Specialist and Consultant at Bailey's Tax Services Inc.

Toronto, Ontario, Canada

Overview

Patrick Bailey is an experienced tax strategist with over 20 years in the industry, specializing in tax solutions for small business owners and individuals. As the founder of Baileys Tax Services Inc. and a Certified Value Builder Advisor, he focuses on tax planning, preparation, and business valuation. He holds a degree in Metallurgical Engineering from Ryerson University.

Outside of his primary tax consultancy, Patrick is an investor and has served as a Marketing Director and Strategist in the health, wellness, and leisure industries. He is described by clients and colleagues as professional, outgoing, hardworking, and compassionate, with a passion for educating clients on financial matters.

Unique fact: Patrick began his career in a highly technical field as a Metallurgical Engineering Technologist, focusing on non-destructive testing and failure analysis.

Personality Overview

Not Easily Convinced

Price-Sensitive

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Small Business Tax
His firm, Bailey's Tax Services Inc. , specializes in tax education, planning, and preparation for small business owners and incorporated individuals.
Business Valuation
As a Certified Value Builder Advisor, he frequently posts about increasing business value and preparing companies for high-value exits or acquisitions.
Tax Planning Strategy
He shares advice on strategic decisions like salary vs. dividends and timing for contributions, aiming to help clients legally reduce their tax burden.

Media Appearances

Patrick has no verified media appearances

Work History

8-1984
Income Tax Specialist and Consultant at Bailey's Tax Services Inc.
8-2007 - 3-2014
Marketing Director and Strategist at Wealth Health Leisure
9-2000 - 9-2010
Metallurgical Engineering Technologist at Metindenge Inc

Education

2001 - 2001
Financial Planning Program from Sheridan College
1980 - 1984
Metallurgical Engineering Technologist from Ryerson University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Toronto, Ontario, Canada Job Level : Senior Designation : Income Tax Specialist and Consultant at Bailey's Tax Services Inc.
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Patrick

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Patrick take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Patrick

Personality Compatibility


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