Empowering Employee-Owned Businesses

As a business with an established ESOP, you’ve already taken the powerful step toward employee ownership. Now the challenge is ensuring your plan is compliant and your business continues to thrive. That's where we can help–with decades of expertise and results-driven strategies designed to maximize the ESOP's long-term success.

At RP&B CPAs, our mission is to provide tailored financial and professional services with a commitment to excellence, integrity, and professionalism—for those we serve, the professionals we partner with, and our valued team members.

As an employee-owned business, you need a partner who understands your unique challenges and opportunities. We always strive to be a source of success for our clients by delivering expert accounting, tax and audit services customized for each client.

Committed to Your Success

We believe that our success is measured by the success of our clients. Guided by our core values, we are dedicated to providing tailored solutions that benefit employee-owned businesses.

With deep expertise in ESOPs, our team of dedicated ESOP CPAs combine the technical know-how with a genuine commitment to the long-term financial success of your business.

Services for Employee-Owned Businesses

Our services address the unique needs of ESOP businesses to ensure compliance, optimize tax strategies, and provide ESOP educational opportunities..

ESOP Audits & GAAP Compliance

• GAAP Financial statements – Audits, Reviews or Compilations
• ESOP & Employee Benefit Plan Audits

Tax Planning & Compliance

• Optimizing tax strategies for S and C corporations
• Navigating Section 1042 rollovers and distributions
• Multi-state tax compliance for growing employee-owned companies

Employee Ownership Education

• Clear explanations of financial statements
• Educational opportunities to strengthen employee understanding of ESOP benefits
• Guidance on ownership culture and exit option strategies

Each of our services is delivered with an unwavering commitment to excellence and success, fully aligned with your business’s values.

Why ESOP Businesses Choose Us

By designing and implementing ESOP strategies with a team of experienced ESOP professionals, we deliver optimal value to selling business owners and lasting benefits to employee owners.

Professional Expertise

We have substantial experience with ESOPs, including financial reporting, tax strategies, and employee benefit plan audits. Our services are customized to the reporting needs of the business, guided by our mission to provide personalized, exceptional support.

High-Quality Approach

Our team consists of seasoned professionals dedicated to providing high-quality and valued experiences.Every engagement reflects our vision - to be a source of success for our clients and the professionals we partner with.

Extensive Professional Network & Reputation

We recognize when the use of a specialist is warranted and have an extensive network of long-standing relationships with ESOP professionals. Additionally, our ESOP Partners have leadership roles in The ESOP Association’s Finance Committee and California/Nevada Chapter, frequently speak at national and regional conferences, and contribute articles and resources for ESOP professionals.

Deep Industry Experience

RP&B CPAs supports over 100 active ESOP clients nationwide and consistently ranks among the Top 10 firms for ESOP benefit plan audits completed annually. We work with a diverse list of industries, including transportation, manufacturing, distribution, construction and more.