If you earn over $500K, your biggest yearly expense isn’t your mortgage. It’s your tax bill.
Most high earners only ask one question at filing: "Do I owe more?" Almost no one adds up the total — the six figures that leave every year. A proactive plan can change that number. A once-a-year return can’t.
Free 1:1 with a CPA · No obligation · For households earning $500K+ and paying $100K+ in total annual tax.
Apply for your Discovery Call
About 2 minutes · Free · No obligation
The number your tax return never shows you
Your CPA files an accurate return. That’s compliance — looking backward at a year that’s already over. By the time it’s signed, every decision that could have lowered the bill has already happened.
Advanced tax planning is the opposite: proactive and year-round. It structures how income is earned, which entity earns it, and how you’re paid — so less of it is exposed in the first place.
How high earners legally cut six-figure tax bills
Holly Corcoran, CPA, on the strategies most high-income vets and practice owners are never shown.
When planning comes before the bill
Entity & income structure
How your income is earned and reported is the single biggest lever at your level — and the one a filing-only relationship never touches.
Year-round, not year-end
Real planning happens across the year, with monthly and quarterly check-ins — not in a one-week scramble before the deadline.
Built around your full picture
Business and personal, owner or high-W-2 employee — the plan reflects how you actually earn, not a generic checklist.
Real outcomes, anonymized
Four client results from comprehensive, proactive tax planning.
A profitable single-member LLC paying full self-employment tax with no retirement plan. We elected S-Corp status, set a reasonable compensation structure, and added a retirement plan — about $50,000 saved every year.
High W-2 and business income facing a heavy federal and state burden. A customized leveraged tax strategy cut their combined federal and state tax by roughly $230,000 — dollars redirected into investments.
A tax assessment surfaced unused capital-loss carryforwards from prior returns. Amended filings, an S-Corp election, and an added strategy delivered about $145,000 in combined savings.
A high earner ($600K W-2 + $300K business) already working with tax pros wanted a second opinion. A charitable giving strategy generated about $92,000 in federal tax savings.
Results vary and depend on your individual facts. The outcomes above reflect specific client circumstances and are not a promise or guarantee of similar results. CBAS does not guarantee any particular tax savings. This is educational information, not tax advice. (IRS Circular 230 disclosure.)
Built for people with real tax exposure to work with.
30+ years. One focus: keeping more of what you earn.
Holly R. Corcoran, CPA, spent three decades owning and running a CPA practice. After years of compliance work she shifted to where she saw the biggest impact — advanced, proactive tax planning for high-earning veterinary professionals and physicians. She works on both business and personal tax, for practice owners and employed doctors alike, with planning that runs all year.
Three simple steps
Apply in 2 minutes
Answer a few quick questions so we can confirm fit and book your call.
Meet 1:1 with Holly
A focused strategy conversation about your specific tax picture — no cost, no obligation.
See your plan
If it’s a fit, you leave with a clear, proactive direction for the year ahead.
Before you apply
Stop finding out your tax bill. Start deciding it.
A 30-minute conversation could change what you keep this year.
Apply for Discovery CallFor households earning $500K+ and paying $100K+ in total annual tax · Free · No obligation.