01
W-2 veterinarians
Household income exceeds $500,000.
You are not the owner, so the planning conversation usually skips you entirely. What you earn, and what you do with it, is still a question worth planning around.
Services
Planning, set before the year closes. Not a return, filed after it.
CBAS works virtually with qualified veterinary clients nationwide. CBAS works alongside your existing CPA, financial advisor, and attorney when implementing strategies.
01
Proactive and advanced tax planning.
Strategy decided ahead of the year rather than reported at the end of it. This is the work, and it is the work CBAS leads with.
Built on its founder’s 30+ years of public accounting experience, applied to one profession. The scope of any plan is set with you during the Tax Assessment.
- Before the year
Planning
Decisions made while they can still change what the year owes. This is the work.
- After the year
Preparation
A return reports decisions that were already made. CBAS prepares it as part of a planning engagement, never on its own.
02
CBAS works alongside the bench you already have.
A strategy that nobody else on your team knows about is not a strategy. CBAS coordinates implementation with the advisors already in your corner.
Your CPA
Kept in the loop when a strategy is implemented, not worked around.
Your financial advisor
Kept in the loop when a strategy is implemented, not worked around.
Your attorney
Kept in the loop when a strategy is implemented, not worked around.
If you do not have all three yet, that is not a disqualifier.
03
Stand-alone tax preparation is not on the list.
CBAS provides proactive and advanced tax planning, not stand-alone tax preparation. If you only need a return prepared, CBAS is not the right fit.
If planning is what you are after, the first step is a complimentary Discovery Call.
Also offered
Veterinary business advisory services.
Business advisory tailored specifically for veterinary practices: hands-on services on a monthly or quarterly basis via Zoom.
- Practice consulting
- Profitability and growth
- Business planning
- Financial planning for veterinarians
- A business and financial advisor for your practice
Who CBAS works with
Veterinarians. That is the specialty.
The profession is the firm’s specialty, and the work is built around it. Within it, two seats ask very different questions of a tax plan.
02
Veterinary practice owners
The practice generates more than $1 million in annual sales, and household income exceeds $500,000.
You own the practice, so the decisions that carry the largest tax consequences are yours to make. Most of them have to be made before the year closes, not explained after it.
Answered here, so you do not have to book a call to find out.
Still unsure after this? Call (610) 621-1100.
- Does CBAS prepare tax returns?
- Yes. CBAS provides tax preparation as part of an ongoing tax planning engagement. We do not offer stand-alone tax preparation.
- Will CBAS replace my current CPA?
- That is your choice. CBAS can provide both planning and tax preparation or collaborate with your existing CPA while they continue handling your returns and traditional accounting services.
Planning this specific starts with a complimentary conversation.
CBAS works virtually with qualified veterinary clients nationwide.
Schedule a Complimentary Discovery Call
The Tax Assessment is a paid engagement. CBAS provides proactive and advanced tax planning, not stand-alone tax preparation.