ROBS Pro Plan
Lifetime Audit Protection
We stand behind our work. With lifetime audit protection, we are the only ROBS provider that offers compliance guidance and covers qualified attorney defense fees if the IRS ever audits your plan—so you’re not facing it alone.
Industry Leading Expertise & Compliance
With 20+ years of experience, we deliver industry-leading compliance with full audit protection and ERISA-attorney access—giving you peace of mind that your plan is accurate and protected from IRS issues so you can focus on growth.
Outside Legal Consultation with a ROBS Attorney
Two hours of legal time with an outside ROBS/ERISA attorney for questions, plan-document review, and transaction guidance. Use in one block or split sessions - includes a brief written recap and next steps.
2 Months Access to Live CPA Office Hour Sessions
A bi-weekly one hour group session with an experienced ROBS CPA. In each session, get guidance on tax and entity questions, quarterly tax planning (estimates, deductions, elections), bookkeeping reviews, and year-end prep.
What's Included
| Business Entity Setup | Set up correctly from the start to avoid rework and compliance issues |
| 401(k) Plan Design & Setup | Plan tailored for ROBS compliance so your transaction follows the rules |
| Assistance with Bank Account Setup | Assistance opening the dedicated 401(k) account and business bank account to hold funds. |
| Stock Purchase Plan | Proper share-issuance mechanics for a clean capitalization |
| Business Funding Support | Guided funding steps to eliminate delays |
| Corporation & Plan Documents | All critical documents organized and delivered for easy reference |
| Our Premier ROBS Online Tax Strategy Course | Master the tax side of your new business with expert strategies designed for ROBS entrepreneurs - coming in 2026 |
| Expanded Rollover Coverage for 3+ Owners | Built for partnerships and multi-owner launches where owners create complexity requiring legal and compliance support. |
| Lifetime Audit Protection | Ongoing compliance assurance with your monthly ROBS plan that covers attorney fees if you are ever audited by the IRS |
| Time with an Outside ROBS Attorney* | Up to 2 hours with an ERISA attorney for document review and guidance to prevent prohibited transactions |
| CPA Office Hours* | 2, one hour group sessions monthly with an experienced ROBS CPA |
| 30 Days Free Access to 60-Minute CFO* | Learn the essentials of financial fluency—build a 3-statement model, master cash flow, and forecast with confidence |
| *Only included with ROBS Pro Plan | |
Discounts
20% off Guidant Payroll services for 12 months
Set up payroll correctly and reduce compliance risk as you hire. Must enroll in the first year.
Extend your one-stop shop with the only bookkeeping & tax team built for ROBS so your books stay clean and compliant at tax time. Must enroll in the first year.
Learn the essentials of financial fluency—build a 3-statement model, master cash flow, and forecast with confidence in just 60 minutes