ROBS CPA Office Hours
Tax-smart decisions from day one. You’re launching and running a business. CPA Office Hours with ROBS Pro Plan gives you practical, ROBS-aware tax guidance so you can choose the right structure, pay yourself correctly, and plan your exit with confidence instead of guessing.
How Our ROBS CPA’s Help You?
- ROBS & C-corp expertise: CPAs who understand 401(k) rollovers, C-corps, and small-business realities.
- Decisions by design: Talk through “what if” scenarios before you file, pay yourself, or sell.
- Bridge from funding to operations: ROBS gets you capital; CPA Office Hours helps you use it in a compliant, tax-smart way.
How Our ROBS CPA’s Help You?
- Live group office hours with a CPA that’s an expert in ROBS structures focused on real owner questions, held twice monthly
- Q&A on your scenarios – entity choice, compensation, distributions, Roth conversions, and more.
- Simple checklists & best practices for payroll, recordkeeping, and funds handling.
Key Topics Covered
Entity Structure:
When and why to use C-corps, LLCs, S-corps, and partnerships—and what double taxation actually means.
Dividends & Wages in a ROBS C-Corp:
Reasonable owner pay, pro-rata dividends, and how each is taxed to you and the business.
ROBS Roth Conversions:
Steps, timing, and how conversions can set you up for potential tax-free withdrawals later.
Exit Planning & “Plan B”
Stock vs. asset sales, shutting down cleanly, and using losses the right way.
Ready to Take the Next Step?
CPA Office Hours is available exclusively to clients who choose Guidant’s ROBS Pro plan. To talk about CPA Office Hours and Guidant’s comprehensive ROBS offering, from financing and education to day-to-day support with our ROBS specific payroll, bookkeeping, and tax team – contact our team at 425-289-3200