Our office will be closed during the holiday period. Normal business hours will resume after the New Year.
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.
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.
ROBS requires meticulous documentation. We keep your records organized, audit-ready, and easy to access, giving you peace of mind and confidence.
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.
Every transaction tied to your ROBS plan is tracked and documented properly, keeping you audit-ready at all times.
We manage day-to-day accounting with your ROBS compliance in mind, ensuring books stay accurate and consistent through our Monthly Accounting services.
We’ve worked with hundreds of ROBS plan clients, giving us the experience to anticipate challenges and keep your plan running smoothly. From initial setup to long-term compliance, Specialized Accounting Services (SAS) is the team that business owners across the country rely on.
Absolutely. We coordinate with your legal and plan partners to ensure seamless compliance.
Our team makes sure your ROBS plan stays compliant, your records stay organized, and your business avoids costly penalties. With SAS, you can run your business knowing your ROBS plan is safe in expert hands.
