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Services

 

All of our services are modeled from previously succesful projects and then customized to each clients unique situation. Services include:

 

  • Tax, Accounting and Business Consulting

  • Mergers & Acquisitions Due Diligence and Golden Parachute Analysis and Planning

  • 162(m) and 409A Document and Operational Compliance Reviews

  • Deferred Compensation and Equity Compensation Plan Design and Implementation

  • Reasonable Compensation Analysis

  • Benefit Plan and Payroll Reconciliations

  • Employee Communications

  • Litigation Support

Choosing a Consultant

 

Your consultant should have:

 

  1. Unimpeachable Character

  2. Solid Experiences

  3. Creative Problem-Solving Skills

  4. Outstanding Communication Skills

  5. Excellent Interpersonal Skills

 

(1) White, Doug & White, Polly. "The 5 Essenetials of Choosing a Consultant." Entrepeneur Magazine, November 4, 2014 (www.entrepreneur.com/article/238710)

 

Find out if CBAS is the right consulting firm for your business.

 

Fee Structure

 

Hourly Rate: The vast majority of our engagements are billled on a standard rate per hour basis (plus out-of-pocket expenses).

 

Fixed Fee/Maximum Cap:  Certain well defined projects, recurring engagements, or risk based engagements may be billed at an agreed upon fixed fee or with a maximum billing cap (plus out-of-pocket expenses).

 

Learn more about how our pricing differs from our competition and how we provide our clients more value.

CBAS is a boutique employee benefits consulting practice providing a broad range of business, tax, and accounting services to a wide range of employers (public and private companies and tax exempt organizations across every industry on a national basis). CBAS is committed to offering a top-notch client service delivery model based on the expertise, guiding principles and ethics of its President and Founder, David Chang. David has almost 25 years of intensive, relevant experience from working with two of the Big Four Accounting firms, a Fortune 100 company, and a boutique tax and executive compensation consulting practice.

 

We listen to our clients, assist in defining their needs, and provide the best value by:

 

  1. Creating customized solutions (new value)

  2. Offering low pricing (more value)

  3. Ensuring the highest quality (better value)

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