Unlock Your ROBS Funding Blueprint
Start Your Business with 401(k) Funds – Zero Penalties, Zero Tax Hits.
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Want to invest retirement funds into your business legally?
IRS-Compliant ROBS Solutions That Protect Your Nest Egg
SAS delivers end-to-end ROBS solutions for entrepreneurs funding startups with retirement savings ($50k+). Our ERISA-specialized team handles C-corp formation, profit-sharing plan documentation, and ongoing DOL/IRS compliance – including annual valuations, Form 5500 filings, and prohibited transaction monitoring. We implement segregated accounting systems that maintain clear separation between business operations and retirement assets while providing dual-layer financial reporting for both entities.
We’re an entirely US-based accounting team with 115+ professionals providing a myriad of services across 2,700+ client locations and 40+ industries such as automotive, fitness & health/wellness, retail, and franchising.
Dedicated Industry Teams
Technology Advantage
Proactive Partnership
Quarterly strategy sessions with CFO-level advisors
The SAS Value Shift
Financial Infrastructure for ROBS Entrepreneurs
We protect your retirement funds through proactive compliance safeguards: quarterly prohibited transaction audits, plan asset segregation protocols, and mandatory trustee training. Our ROBS Plus program coordinates hybrid funding structures with SBA loans or private capital, while our specialized accounting tracks shareholder equity dilution and maintains audit-ready documentation. Since 2011, we’ve successfully navigated 22 IRS/DOL audits with zero client penalties – turning regulatory complexity into competitive advantage.
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Frequently Asked Questions
What kind of accounting services do you provide for small businesses and franchises?
We handle bookkeeping, prepare financial statements, manage cash flow, provide franchise-specific reporting, and help you plan for taxes. Our goal is to simplify your accounting so you can better understand your business and make smart decisions.
Do you have experience in my type of business or industry?
Yes—we regularly work with businesses in many different industries, including health and wellness, fitness centers, auto parts retailers, hardware stores, restaurants, and home services. Our experience allows us to understand your business quickly and provide practical advice that matches your specific industry.
How can you help my business if we use a ROBS (Rollovers as Business Startups) plan?
We make sure your business stays compliant with IRS rules by carefully tracking your expenses, preparing accurate financial reports, and guiding you through complex regulations. We take care of the details so you can confidently run your business.
Why should I choose an accountant familiar with ROBS plans?
ROBS-funded businesses have specific rules and reporting requirements. An accountant experienced with ROBS plans can help you avoid common mistakes, stay compliant, and reduce the risk of audits, penalties, or losing the tax advantages your plan offers.
How often do you communicate with clients about their financial health?
We regularly communicate with you to keep you informed and confident about your business finances. Through frequent check-ins, easy-to-understand reports, and practical advice, we ensure you’re always clear about where your business stands.
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Partner with the best in accounting services today.
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