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Eric Morleyvia Google

2 months ago

I have worked with Brian and his team for several years. I went searching for a CPA that really understood the intracacies of the ROBs 401k plans, and how to best manage them, and ultimately help with my exit strategy. I found the team at Baum CPA to be extremely knowledgeable, communicative, and I trust them 100%. Managing my franchise business is difficult enough, but knowing I had really high quality financial and tax support behind me has been a Godsend!

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Christopher Cartervia Google

3 months ago

Baum CPA has been invaluable as my ROBS CPA. Their expertise and guidance have made navigating the complexities of a ROBS structure seamless. The team is knowledgeable, responsive, and always professional. I couldn’t imagine managing this process without their support — highly recommended!

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Tim Richardsonvia Google

3 months ago

I've been working with Brian Baum and his team at Baum CPA for three years now, and they've been invaluable to our business operations. As CEO of RFT Group Corporation, a California Corporation, with Deluxe Laundry Spa, LLC as a subsidiary, I need a CPA firm that truly understands complex business structures and stays on top of regulatory requirements. Brian and his team handle everything for us - business tax preparation for both entities, personal taxes, business consulting, and ongoing planning. What sets them apart is their proactive approach and responsiveness. They don't just file taxes; they provide strategic advice that keeps our business compliant and positioned for growth. A perfect example: they guided me through my ROBS (Rollover for Business Startups) conversion and continue to provide ongoing advice to ensure I stay within all the rules and regulations. That kind of specialized knowledge and continuous support is exactly what a business owner needs. They make complex tax matters straightforward, respond quickly when I have questions, and genuinely understand the unique needs of running a business. Whether it's multi-entity tax planning or day-to-day bookkeeping support, Baum CPA delivers. If you're a business owner looking for a CPA firm that combines technical expertise with real-world business understanding, I highly recommend Baum CPA. Tim Richardson CEO, RFT Group Corporation

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Robert Offermanvia Google

5 months ago

Using ROBS as a resource to fund your business can be a very tricky process unless you have a partner like Baum CPA to assist you. Brian Baum is the most knowledgeable and qualified person I've worked with in any capacity regarding the ROBS process that you will find. Period. His service, guidance, and advice in ALL areas of business, not just ROBS, is always spot on and I trust his team to assist and advise me on many different aspects of efficiently and effectively running and growing my business. Highly, highly recommended!

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Sofianevia Google

10 months ago

Brian and his team at Baum CPA are truly wonderful. Customer service is very important to me, as many others would agree, and Baum does it the best. The one-hour consultation about the ROBS program with Brian is very productive and informative. Brian truly listens to you and makes you feel very valued. He will not BS you, which is a huge plus for me as well. He is not afraid to tell you that you shouldn't do a ROBS, if he doesn't think it's a good idea. Having a prior service member at the helm with great integrity is truly a treat. I would work with him in a heartbeat. Highly recommend to anyone and worth every penny.