Partner Services

Partner Professionals
Structuring
Accounting & Bookkeeping
Tax Preparation

Explore structuring, accounting, bookkeeping, and tax preparation services provided through our professional partners to help business owners stay organized, compliant, and financially informed. From entity structuring and financial recordkeeping to bookkeeping support, tax preparation, reporting, and coordination with accounting professionals, these services help you manage obligations and move forward with confidence.

Expert Plan Administrators, Accountants (CPA)s, Tax Preparers,and Bookkeepers

ROBS structuring and plan administration are technical services that should be handled by qualified providers. A ROBS arrangement typically involves a C Corporation, a qualified retirement plan, rollover assets, and the purchase of company stock by the retirement plan. Because each part must be coordinated properly, entrepreneurs should work with experienced plan administrators, attorneys, CPAs, and other qualified professionals.

ROBS Advisory Group does not structure or administer ROBS plans. We help clients understand the process, identify questions to ask, and connect with independent partner professionals who perform the technical work.

The ROBS Structuring Process

Proper ROBS structuring is essential for entrepreneurs who want to use eligible retirement funds to start, buy, or invest in a business. Because ROBS involves a qualified retirement plan, a C Corporation, rollover assets, and the purchase of company stock, the structure must be handled carefully from the beginning.

A key part of ROBS compliance is making sure the business entity, retirement plan, stock purchase, and funding process are coordinated correctly. Each step must align with applicable IRS rules and retirement plan requirements to help avoid taxable distributions, early withdrawal penalties, or other compliance concerns.

ROBS also requires ongoing attention after the business is funded. Business owners must understand plan administration, employee eligibility, recordkeeping, annual reporting, stock valuation, and fiduciary responsibilities. These requirements are important because the retirement plan becomes a shareholder in the business.

Our professional partners are experts in ROBS structuring, compliance, and plan administration. They help ensure the process is properly established, documented, and maintained so entrepreneurs can move forward with greater clarity, confidence, and support from experienced specialists.

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Accounting Services

Service Overview

Proper accounting is essential for keeping your business organized, compliant, and financially informed throughout the year.

An accounting firm helps maintain accurate records, review financial activity, identify potential issues, support better business decisions, and ensure your company is positioned to meet its financial obligations with confidence.

These accounting services provide clearer insight into your financial position so you can maintain accurate records, improve planning, monitor performance, and make better business decisions with confidence

Benefit :

Accurate Financial Records - Maintain clean, organized books with the assistance of bookkeeping staff, so your business has reliable financial information for planning, reporting, and decision-making.
Stronger Tax Compliance Prepare and file taxes properly, reduce errors, meet deadlines, and help minimize the risk of penalties or compliance issues.
Clearer Business Financial Insight Understand revenue, expenses, cash flow, margins, and financial trends so you can make more informed business decisions.
Better Planning and Organization Create structure around accounting, bookkeeping, tax documents, and reporting so your business stays prepared throughout the year.

Expert Bookkeeping Services

Certified bookkeeping services help business owners keep financial records organized, accurate, and ready for review. Services include initial bookkeeping setup, full charge bookkeeping, reconciliation-only support, payroll coordination, accounts receivable, accounts payable, and ongoing transaction management to keep your books current and reliable.

Professional bookkeepers also prepare key financial reports, including Profit & Loss statements and Balance Sheets, so business owners and accountants have timely, accurate information. By keeping records clean and properly maintained, these services ensure accountants have what they need, when they need it, for tax preparation, planning, and compliance.

Business Tax Preparation

Tax preparation for ROBS-funded businesses requires careful attention to the company’s structure, reporting obligations, and financial records. Because a ROBS arrangement typically involves a C Corporation, proper C-Corporation tax filings are essential to maintaining accurate reporting and supporting ongoing compliance.

Professional tax preparation services include a review by a Certified Public Accountant (CPA), prior to filing, to help ensure business income, expenses, payroll, shareholder activity, and corporate records are properly reviewed and reported. This provides ROBS-funded businesses with stronger documentation for tax filings, annual reporting, and informed financial planning.

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Need Professional Support for a ROBS-Funded Business?

ROBS Advisory Group can help you understand what type of professional support may be needed and refer you to independent partner professionals for accounting, bookkeeping, tax preparation, structuring, plan administration, and related services.

All technical, legal, tax, accounting, bookkeeping, and ROBS setup services are performed by independent third-party professionals.