Baum CPA

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 i

Brian and team did a great job preparing our taxes. We just bought a business so 2024 filing was unique and we felt supported and educated throughout the process. Their document collection portal is very slick and helps keep all parties up to date and information organized. One last PSA: We live in MN and Brian is in CO... you do not need to live near your account, they are well equipped to work with remote clients. Will hightly recommend.

Brian and his team have been great helping me with the nuances of my ROBS business investment. They are readily available, consistent with follow ups and task reminders, and are always easy to work with.

I highly recommend Baum CPA. Brian and his team are absolutely amazing. I struggled for years with other accounting firms that didn't understand my ROBS business structure. Baum CPA truly is the ROBS expert! They are honest, very responsive and fair. They have saved me so much money! Thanks Baum CPA!

Brian is a next level CPA. He takes the time to break down and explain accounting and tax concepts that is easy to understand. His walkthroughs of tax filings is thorough and tailored to a business' circumstances with a forward looking approach to long term tax savings. You really can't find a better CPA Firm.

Brian is very knowledgeable, and tells you like it is. I was very close to funding a business using ROBS financing, but after speaking to Brian, it was evident that ROBS financing was not in our best interest. Brian will give you an accurate assesment of using ROBS financing, not tell you what you want to hear (like the slick sales people at G****nt Financial). Brian thank you for saving me an exponential amount of time. Because we chose against ROBS financing, we couldn't use their on-going services unfor

Brian Baum and Baum CPA are amazing. They work really hard to meet your accounting needs and he is very personable. Brian takes the time to call me and answer questions I have and he's very detailed in his explanations. We have been working with Brian for almost 2 years now and I would highly recommend him to any business owners.

Brian Baum definitely came through for me in a big way. In the process of expanding my existing business, the lenders recommended a ROBS account- this was my first exposure to the exact funding vehicle, so I did some homework. After consulting with half a dozen attorneys who were unfamiliar and several more CPAs, I found Baum CPA. Brian replied to my email and promptly returned my phone call to go over the specifics of my situation. If I had not reached out to Baum CPA, I could have easily made very costly

As a first time business owner starting my new laser cleaning business, I wanted to ensure that I selected the best Accountant one could find that had superior knowledge with the ROBS program. Not only did I find the most knowledgeable ROBS accounting specialist, I also found an extremely personable, helpful and gracious accountant with their time, mentoring, and expertise. Brian Baum has been a true blessing to me and my new business venture that I could have hoped to hire as my companies CPA. Without rece

Updating my initial review to reflect the change in level of service I experienced with Baum CPA. I have since left Baum CPA and I regret the time and money that I invested in this firm. Being a first time business owner and getting the more salesy version of the firm, it seemed like a good fit. However, after being charged for simple tax questions (after being instructed to always reach out with questions) and excessive recurring monthly charges for a year, while managing my own payroll and categorizing ex

Brian has been a pleasure to work with. We were very impressed with his services last year especially. With the IRS dragging their feet on getting our return back to us Brian not only stayed in contact with us about the status of our return but he also contacted the IRS on our behalf so we didn?t have to. Please consider Brian Baum CPA for your tax needs. You won?t be disappointed!

I've been working with Baum CPA for 2 years now. Brian helps out with all things tax and employment payroll for my small business- related. I am able to get ahold of him for quick answers and/or longer conversations for clarifications on anything that I do not fully understand. He's extremely professional and knowledgeable. My business is still fairly new , and having Brian to go to for all my questions helps my confidence that things are done correctly and on time! So glad to have been referred to him by a

Baum CPA was not only professional and knowledgeable but they made the process of filing my taxes simple. 10/10!

In starting our business, my wife and I had several conversations with Brian. Brian was very approachable and open to discuss the ROBs financing and accounting topics that we put in front of him; he was very knowledgeable on the topic. We also had the opportunity to have a discussion with Danielle regarding Online QuickBooks and the accounting portion of the conversation. We found he to be very helpful and knowledgeable of her topics. We recommend you reach out to them and discuss your needs as you put

Brian has been more than accommodating in helping me with not only taxes, but personal finance. He is a great sounding board and has an extensive network of professional contacts. Even before filing my tax return, Brian was busy giving me top-tier tax advice. If you're looking for full-service accounting at a competitive rate, Brian is your guy!

We spent some time trying to find a local CPA to help with our small business and had little to no luck. We had our first initial consult with Brian and he was amazing! He took time out of his busy day to go over many questions we had in relation to taxes and other business related items. We look forward to working with Baum CPA for all our tax needs!!

Brian and Danielle have always been so great at communicating quickly, efficiently, and HONESTLY (this is huge for me, some businesses are just in it for the money but Baum CPA truly cares). They're also incredibly patient while I learn proper procedures and take time to reply due to my busy schedule. I use both their CPA services and Bookkeeping services and have not regretted hiring them once. Affordable, high quality work and such great people to work with! 100% worth it for my growing small business!

This company has continuously impressed me! Brian is an amazing CPA, on top of everything and so informative. I can ask him any question and know communication is going to be prompt, detailed, and personable. It is a nice feeling knowing my business is in good hands. Try Baum CPA!

Brian has been a Godsend. I did a ROBS 401k rollover and created a C-Corp to buy a business. Unfortunately, I found that very few CPAs are familiar with C-Corps and even fewer a familiar with ROBS 401k. One prospective CPA I called said "C-Corp?! Yuck!". Finally, I found Brian's website and I'm so grateful that I did. Brian not only is familiar with ROBS 401k and C-Corps, it's what he SPECIALIZES in. In talking with Brian, I learned so much in such a short time and he's guided me every step of the way

1,000,000% RECOMMENDED!! Let me tell you, Brian is an exceptional human being. He cares. Literally, that's all that needs to be said in this day and age where no one really cares about anything anymore. I've had the pleasure of working with Brian for the past 3-4 years and I have to say it's impressive that I have not changed to another CPA by now. I'm a person that's constantly trying things out until I find what works best for me. It's very hard for me to stick with a certain person for my needs. I tend

Brian has been very professional and responsive for all my business and personal accounting needs. He has vast knowledge for accounting and tax provisions, and has been an excellent advisor to startups like mine for all the financial needs. I already recommended Brian to my other startup friends and would be happy to recommend him for your accounting and tax needs.

In exploring a franchise opportunity, Brian was recommended as someone for me to reach out to. I'm a blank slate here related to setting up a business entity and typical "You don't know what you don't know," so I was really looking for guidance and brainstorming. Also, given I'm located in another state, I was worried how a virtual consult would work versus a personal face-to-face meeting. Long story short, Brian surpassed my expectations. He was engaging and inquisitive about my intentions and long term p

Without even being a client (yet!), Brian saw something in an email from me that could be a red flag in a ROBS arrangement and not only proactively reached out, but spent nearly an hour on the phone educating me and answering questions. He is extremely knowledgeable and clearly service-oriented. I look forward to working with him!

There is no one better! NO ONE!! My business tax situation was an absolute nightmare of a trainwreck and Brian stepped in and fixed it all without hesitation. He's relentlessly ethical, patient, and holy on top of it!! Sorry Brian, but you're stuck with me as long as I'm around! And his wife is the best photographer on the planet! Seriously, stop reading and call them now!!!

Brian is extremely knowledgeable in his field! I went for his "free" consultation. He spent about 45 minutes with me, gave me the perfect advice that I needed, and it was free! No charge. He did explain his fees if I needed him to take over and make my tax form corrections, but he also said showed me how to just do it myself. If you need tax or accounting advice, I recommend that take Brian up on his free consultation offer, and then decide from there.

We are entering our second year with Baum CPA and could not be more pleased with the professional support received. Whenever our company is doing something for the first time Brian and team are there to show us the way with confidence and enthusiasm. Our ROBS accounting anxieties have vanished!

So. Imagine going to your mailbox. You see an IRS envelope. You wonder. You had CPAs you worked for complete everything over the prior years?what could this be? You open it. You fall to your knees. A FIVE digit bill, with penalties and fees!!!! BUT then you call Brian. Pretty sure looking back my message that night at 7:30pm was probably not very understandable through panic and tears. Until, Brian called me back that night at 9:00pm!!!! He was reassuring of what he could see but could not say for sure unti

Am so grateful for Baum CPA who was the first and only CPA into provide me with real, valuable information. He was responsive, courteous, and truly helpful for our family during a critical time. Will absolutely return to Baum CPA with all my tax questions and highly recommend him for anyone needing assistance with tax related questions. Thank you Baum CPA!

My husband and I highly recommend Brian! He's very knowledgeable, professional, friendly, and easy to talk to. He answered all of our questions as well as added in any extra information that he felt might pertain to our situation. He was honest and very thorough. We feel like we're in good hands and can make better decisions moving forward thanks to him!

Brian is very knowledgeable, and yet explains things in such a way that we could understand the legalities of starting a new business. He seemed genuinely interested in our situation and offered great advice. I would highly recommend Brian Baum.

I reached out to Brian with a lot of questions about investing. We discussed my risk level comfort and goals. He was patient, understanding and came back with solid advice. Looking forward to working with him!

Brian is very easy to work with! I?m glad we found him. He is a wealth of knowledge. I would highly recommend Baum CPA!

Reached out to Balm CPA to seek answers for specific corp. structure tax questions my current CPA was not sure about , they were extremely helpful, knowledgeable and friendly. High recommended. Dan

We've had nothing but a positive experience with Baum CPA. They've given me great recommendations and pointed me in the right direction every step of the way. Our business would not be where it's at today without Baum CPA

I was able to set an appointment without difficulty, and the consultation call came exactly on time. The CPA's explanation was done professionally and simply. Everything was laid out in a clear roadmap for me, and I am entirely pleased with the experience.

I have been going to Brian for a couple of years now. He's helped me every step of the way with my taxes. I came to him with a mess of 1099s and deductions, he had it straightened out in no time.

Incredible company to work with! I wouldn't hesitate recommending them to anyone looking for CPA help.

I learned so much about what I was doing right and what I could do better with my money/investments. I felt very comfortable that he wanted to do the right thing and no pressure to do anything I didn't want to.

Great resource for all ROBS funded enterprises

Brian is extremely helpful and knowledgeable and I would recommend him to any small business!