BC
Baum CPA
Baum CPA : fiscalité proactive, planification stratégique et conseils de confiance pour les entreprises en croissance.
5(5 avis)
Comptable
$$$
Baum CPA : fiscalité proactive, planification stratégique et conseils de confiance pour les entreprises en croissance.
Baum CPA, situé au 250 N Franklin St, Colorado Springs, CO 80903, propose des services de comptabilité, de finance et de conseil. Les clients apprécient un accompagnement proactif et compétent, notamment avec les ROBS et la planification fiscale multi-entités. L'équipe assure une planification fiscale stratégique, des conseils réactifs et une direction financière fiable pour la croissance et les stratégies de sortie.
Aucune photo disponible
Conseils d'expert sur le rollover pour les startups, y compris la mise en place, la conformité et la gestion continue pour les entreprises financées.
Préparation et planification fiscales complètes pour les sociétés, les LLC et les structures multi-entités afin d'assurer l'exactitude et l'optimisation fiscale.
Préparation fiscale personnalisée et stratégie pour les particuliers, intégrées à la planification d'entreprise pour une gestion financière fluide.
Conseil stratégique sur les opérations, la croissance et la conformité réglementaire pour aider les entreprises à prospérer et à naviguer dans les complexités.
Soutien à la tenue de livres et gestion financière continue pour maintenir des registres organisés et à jour pour les opérations quotidiennes.
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!
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!
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
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!
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.
Revendiquez Baum CPA pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
