PURSUE YOUR ENTREPRENEURIAL VISION

WITH DEPENDABLE TAX EXPERTISE

CERTIFIED PUBLIC ACCOUNTANTS /

ROBS ARRANGEMENT SPECIALISTS

AND ROBS ARRANGEMENT FRANCHISE EXPERTS

ROLL-OVER AS BUSINESS STARTUP 401(k) ARRANGEMENTS

401(k) RETIREMENT STRATEGIES FOR ENTREPRENEURS

ROBS CPA FIRM

With a ROBS retirement plan you can fund your business using your 401(k) plan without penalty. While this sounds great, the accounting and compliance can get tricky. Let us help you with the details! Baum CPA helps ROBS Arrangement businesses with accounting, payroll, tax, and advising to accommodate their business strategy. Find out how we can help you with your ROBS Arrangement and allow you to invest in your own future by contacting our ROBS CPA firm now for a consultation or call us at 719-493-9499.

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ROBS Arrangement Tax Strategies

Businesses financed through a ROBS 401(k) face special accounting and tax needs. At Baum CPA, our experts are ready to help you maximize your potential every step of the way, from business startup to planning an exit strategy.

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Check out what clients say about working with Baum CPA LLC

Client Reviews

"I highly recommend Baum CPA. Brian and his team are absolutely amazing. I struggled for years with other accounting firms that didn't understand my ROBS business structure. Baum CPA truly is the ROBS expert! They are honest, very responsive and fair. They have saved me so much money! Thanks Baum CPA!"

Tracy O.

ROBS-funded Business Owner

"Brian is a next level CPA. He takes the time to break down and explain accounting and tax concepts that are easy to understand. His walkthroughs of tax filings are thorough and tailored to a business' circumstances with a forward-looking approach to long term tax savings. You really can't find a better CPA Firm."

Lance P.

ROBS-funded Business Owner

"Brian Baum and Baum CPA are amazing. They work really hard to meet your accounting needs and he is very personable. Brian takes the time to call me and answer questions I have and he's very detailed in his explanations. We have been working with Brian for years now and I would highly recommend him to any business owners."

Sarian B.

ROBS-funded Business Owner

PURSUE YOUR ENTREPRENEURIAL VISION

CERTIFIED PUBLIC ACCOUNTANTS /

ROBS ARRANGEMENT SPECIALISTS

ROLL-OVER AS BUSINESS STARTUP 401(k) ARRANGEMENTS

LOOKING FOR HELP WITH A ROLL-OVER AS BUSINESS STARTUP ARRANGEMENT?

ROBS CPA FIRM

ROBS Arrangement Tax Strategies

ACCOUNTING AND ADVISING

CORPORATE TAX RETURNS

BUSINESSS ADVISING

BOOKKEEPING SERVICES

PAYROLL PROCESSING

Client Reviews

Wherever your dreams take you - we'll help you get there