Free Discovery Call

Tax Assessment

The Tax Assessment is step two.

CBAS reviews prior tax returns and the current tax situation, identifies potential planning opportunities, and recommends a path forward.

Schedule a Complimentary Discovery CallCall (610) 621-1100
Stage
Two of three, after the Discovery Call
Fee
Paid. Explained on the Discovery Call
Delivery
Virtual, nationwide

What CBAS reviews, and where it leads.

We review your current tax situation, identify potential planning opportunities, and recommend a path forward based on your circumstances.

CBAS reviews

  • Prior tax returns
  • The current tax situation

From that review, CBAS

  • Identifies

    potential planning opportunities

  • Recommends

    a path forward

From the assessment to Ongoing Tax Planning.

  1. 01

    Complimentary

    Discovery Call

    A complimentary conversation to discuss goals, confirm fit, and explain the assessment and its fee.

  2. 02

    Paid

    Tax Assessment

    CBAS reviews prior tax returns and the current tax situation, identifies potential planning opportunities, and recommends a path forward.

  3. 03

    Annual engagement

    Ongoing Tax Planning

    A separate annual planning engagement to implement agreed strategies, with quarterly planning meetings and coordination with other advisors.

Qualifying

Read this before you book the call.

CBAS works only with qualified clients. If one of these lines rules you out, CBAS is not the right fit, and the call would cost you the time.

This is a fit when

  1. 01
    You are in one of the two groups CBAS works with:
    • W-2 veterinarians. Household income exceeds $500,000.
    • Veterinary practice owners. The practice generates more than $1 million in annual sales, and household income exceeds $500,000.
  2. 02
    You would rather be told what to do before the year closes than what happened after it did.
  3. 03
    You already have a CPA, a financial advisor, or an attorney, and you want them coordinated with.
  4. 04
    You are comfortable working virtually, wherever your practice is.

It is not a fit when

  • You are shopping for stand-alone tax preparation.
  • You want a one-time fix. This is year-round planning, not a transaction.

Answered here, before you book the call.

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

My practice is not in Pennsylvania. Does that matter?
No. CBAS works virtually with qualified veterinary clients nationwide.
Who leads CBAS?
Holly R. Corcoran, CPA, its founder, with 30+ years of public accounting experience. She is the author of two books written for the veterinary profession.

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.

Schedule a Complimentary Discovery Call

CBAS provides proactive and advanced tax planning, not stand-alone tax preparation.