Is the first step free?

Yes. We offer a complimentary discovery call to discuss your goals and determine whether CBAS is a good fit. During that call, we explain the paid Tax Assessment, discuss its fee, and outline the next steps.

Who does CBAS work with?

We work with W-2 veterinarians whose household income exceeds $500,000 and veterinary practice owners whose practices generate more than $1 million in annual sales and whose household income exceeds $500,000. CBAS works virtually with qualified clients nationwide.

The first step

Schedule a Complimentary Discovery Call

Start with a complimentary conversation to discuss your goals and confirm our mutual fit. We will explain the Tax Assessment process and fee before we decide whether to proceed. Your information is kept confidential.

What to expect on the call

Afterward: If we both decide to proceed, we schedule your Tax Assessment.

01
Complimentary
Discovery Call
A complimentary conversation to discuss goals, confirm fit, and explain the assessment and its fee.
02
Paid
Tax Assessment
CBAS reviews prior tax returns and the current tax situation, identifies potential planning opportunities, and recommends a path forward.
03
Annual engagement
Ongoing Tax Planning
A separate annual planning engagement to implement agreed strategies, with quarterly planning meetings and coordination with other advisors.

Prefer to talk now? Call (610) 621-1100 or message CBAS on WhatsApp (opens in a new tab).

Answer a few questions, then choose a time.

If the call is a fit, the calendar opens right after.

Open the scheduler in a new tab

What people ask first.

Still unsure after this? Call (610) 621-1100.

Is the first step free?: Yes. We offer a complimentary discovery call to discuss your goals and determine whether CBAS is a good fit. During that call, we explain the paid Tax Assessment, discuss its fee, and outline the next steps.
Who does CBAS work with?: We work with W-2 veterinarians whose household income exceeds $500,000 and veterinary practice owners whose practices generate more than $1 million in annual sales and whose household income exceeds $500,000. CBAS works virtually with qualified clients nationwide.