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ROBS Accounting and Compliance You Can Rely On

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Rollovers as Business Start-Ups can be a smart way to fund your business.

They are also very strict.

Setting up a ROBS plan is only the beginning. Staying compliant requires accurate recordkeeping, consistent accounting, and proactive monitoring. We make sure every detail is handled so you can focus on running your business instead of worrying about IRS or DOL penalties.

Compliance is everything.

With ROBS, one mistake can cause major tax consequences. We ensure every report, filing, and accounting entry is correct and compliant, so your business is protected.

Recordkeeping matters.

ROBS requires meticulous documentation. We keep your records organized, audit-ready, and easy to access, giving you peace of mind and confidence.

Growth changes things.

As your business expands, so do your compliance needs. We help you adjust your ROBS accounting and reporting as ownership, structure, or funding changes over time.

We help you set up, manage, and protect your Rollovers as Business Start-Ups from day one.

Detailed Recordkeeping

Every transaction tied to your ROBS plan is tracked and documented properly, keeping you audit-ready at all times.

Ongoing Accounting

We manage day-to-day accounting with your ROBS compliance in mind, ensuring books stay accurate and consistent.

Tax Planning & Compliance

Our tax team understands the unique rules for ROBS plans and keeps your filings accurate and timely.

Regular Reporting

From annual valuations to required plan reports, we make sure everything is prepared and submitted on schedule.

Partner Coordination

We work directly with your attorney, plan provider, and other partners so you don’t have to act as the go-between.

Compliance Monitoring

We stay ahead of IRS and DOL requirements, watching for changes that might affect your plan and updating your reporting accordingly.

Growth & Due Diligence Support

Whether you’re raising capital, adding partners, or preparing for an exit, we make sure your ROBS plan keeps pace with your business.

Why ROBS Clients Choose SAS

Before SAS

  • Constant worry about IRS penalties
  • Records are messy, scattered, and audit fears loom
  • Hours wasted trying to manage accounting, reporting, and taxes
  • IRS and DOL rules feel confusing and overwhelming
  • Deadlines are unclear and easy to miss
  • You feel alone juggling compliance, legal, and accounting tasks

After SAS

  • Full compliance handled by experts who specialize in ROBS
  • Organized, audit-ready records at your fingertips
  • Books, reports, and taxes managed so you can focus on growth
  • We track and meet every regulation and filing requirement
  • All ROBS-specific reports submitted on time, every time
  • Direct coordination with attorneys and providers so you’re not stuck in the middle

We’re the ROBS Accounting Experts Business Owners Trust Nationwide

We’ve worked with hundreds of ROBS clients, giving us the experience to anticipate challenges and keep your plan running smoothly. From initial setup to long-term compliance, we’re the team that business owners across the country rely on.
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We Work With Over
700+ ROBS Clients
Every Year
Top-Rated
5-Star Reviews
On Google
We Help ROBS Clients
Avoid Thousands in
Potential Penalties

Quick ROBS Accounting FAQs

Is ROBS legal?
Yes, when set up and managed correctly. The key is following the rules and keeping proof.

Absolutely. We coordinate with your legal and plan partners to ensure seamless compliance.

Don’t Let One Mistake Put Your ROBS at Risk

Our team makes sure your plan stays compliant, your records stay organized, and your business avoids costly penalties. With SAS, you can run your business knowing your ROBS is safe in expert hands.