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Kaufmann Advisors offers proactive Tax Planning and CFO systems. Founded by a strategic CPA, we wanted a better way to help business owners get organized, grow their business and pay less tax. Free Financial Assessment.
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Kaufmann Advisors is a reputable brand that offers a range of accounting and tax services, as well as a unique Proactive Advising System. Led by Simon Hase, a highly experienced Certified Public Accountant (CPA) and Certified Tax Planner, the team at Kaufmann Advisors is dedicated to helping clients effectively manage their businesses while optimizing tax savings. With a focus on ensuring clients receive the maximum benefits and deductions, Simon's expertise in tax planning has proven invaluable to numerous businesses.
In fact, he has successfully helped clients amend past tax returns, resulting in significant refunds such as a remarkable $35,000 from the IRS. Simon's educational background in Financial Management and International Economics, combined with his experience founding and managing multiple businesses and investing in real estate, offers clients a valuable perspective that can make the difference between success and failure. For those seeking a reliable and accomplished accountant, Kaufmann Advisors, along with Simon Hase and his team, comes highly recommended.
Contact them today to benefit from their expertise and optimize your financial success
Company type
Privately Held
Year founded
2012
Company size
2-10 employees
Proactive business tax planning
Fractional CFO advisory
R&D tax credit analysis
Cost segregation studies
QuickBooks accounting support