Tim R.
2/11/2025
I have been using Brian and his firm for 3 years now. I was interested in the ROBS arrangement back in 2022 to build a new-age multimillion dollar laundromat in Los Angeles, and after exhaustive...
Baum CPA
(3)
250 N Franklin St
Colorado Springs, CO 80903
Baum CPA is a Colorado Springs-based accounting firm specializing in providing accounting and tax services for entrepreneurs looking to utilize a ROBS (Roll-Over as Business Startups) 401(k) arrangement to finance their business ventures. With a focus on compliance with unique tax rules and reporting regulations associated with ROBS arrangements, Baum CPA offers expert advice and support to help entrepreneurs navigate the complexities of this financing option.
With a passion for working with small business owners at every stage of development, Baum CPA offers accounting and advising services to help set up ROBS business financing plans, provide ongoing support with ROBS accounting and tax strategies, and assist with franchise accounting and compliance. Their expertise in ROBS arrangements and commitment to client satisfaction is evident in the positive reviews from satisfied clients who appreciate their personalized approach and in-depth knowledge of this specialized financing option.
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Reviews
5.03 reviewsLuis L.
12/2/2023
I recently had a telephone consulation with Brian regarding a potential business purchase using a Rollover for Business Startups entity. Brian was very generous with this time and his...
Kendra W.
2/1/2023
Brian has been a Godsend. I did a ROBS 401k rollover and created a C-Corp to buy a business. Unfortunately, I found that very few CPAs are familiar with C-Corps and even fewer are familiar with...
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