More Cash, Less Tax

✔️ Get organized

✔️ Increase Cash flow

✔️ Pay less tax

You can pay 30-50% less tax and reach your goals faster!

You’re running a profitable business over $1 million in revenue, but it doesn’t feel that way when:

• Surprise tax bills hit you out of the blue and derail your plans. (One six-figure bill can postpone that new hire or expansion you hoped for.)

• “Where did all the money go?” You’re looking at confusing financial reports with no clarity on cash flow. It’s hard to make decisions when the numbers don’t make sense.

• Missed opportunities nag you. You worry you’re leaving money on the table each year because no one has time to find the credits or deductions you deserve.

Simon Hase, CPA

Certified Tax Planner
Certified CFO

Year-Round
Tax & CFO Advisory That Puts You in Control

When you join our Tax Advisory System, we'll analyze your business and finances, reviewing 150+ of our tax and financial strategies to design your custom tax plan.

No generic checklists, you get a tailored strategy to minimize taxes and maximize profit. Then, we help you take action on that plan and guide you all year.

For clients who want full financial leadership, our CFO Success System includes monthly meetings to track your key KPIs driving your cash flow and profitability. You get the high-level financial insight, without the full-time cost.

150+

$78,652

Average Tax Savings per Client

Tax & Financial Strategies

$14m

Saved in Taxes in the last 5 years

More Money, More Clarity, More Freedom

1. Keep More of Your Money
Put an end to overpaying. Through advanced tax planning, we typically cut clients’ tax liabilities by 30–50%. (Our clients save an average of $78,652!) That’s cash back in your business to invest in growth, hiring, or your own pocket.

2. Always Know Where You Stand
No more financial guesswork. With our monthly reports and CFO guidance, you’ll finally understand your numbers, what’s driving your profit, where the leaks are and how to improve. Imagine having clear dashboards and a friendly expert to interpret them. Decisions get easier when you have visibility.

3. Never Get Blindsided Again
Zero surprises, zero stress. We proactively adjust your tax strategy throughout the year to avoid last-minute emergencies. Come tax season, you’ll be prepared and confident. Many clients say this ongoing peace of mind is priceless.

(There are no long-term contracts or setup fees. We believe you’ll stay for the results, not because you’re locked in.)

What Business Owners Like You Are Saving

• Real Estate Agent with $300k in revenue saved $53,008 in taxes

• Software Design company with $1.4 million in revenue saved $69,680 in taxes

• Advertising Sales company with $3 million in revenue saved $196,217 in taxes

• Consulting Business with $1.2 million in revenue saved $276,964 in taxes

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”Kaufmann Advisors helped me out of a terrible situation. I'm pleased to say our working relationship has been exceptional.”

- Hillary H.

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”They gave me information I wish I had decades ago. I highly recommend them for their expertise, knowledge and reliability.”

- Mary B.

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”They taught me how to use QuickBooks to measure my financial performance and implemented a tax mitigation strategy.”

- Chirs A.

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”Good advice is hard to find and they are fantastic at it. Always looking out for me and my best interests.”

- Mariam A.

Here's what our clients say

Ready for Less Tax and More Growth?

You’ve seen what’s possible. The next step is simple: click the button to schedule your
Free Financial Assessment.

We’ll explore your potential tax savings and financial opportunities. You’ll get actionable insight into how much you could be saving and see some of your key financial metrics.

You’ve worked too hard to keep losing money to avoidable taxes or financial missteps. Grab your free assessment now, and let’s make a plan to greater profit and peace of mind.

Frequently asked questions

Do I need to be in California to work with you?

Nope! We’re based in California but serve successful businesses all across the US. Our meetings are done via secure video conference and phone, and we use cloud-based software for seamless collaboration. Our proactive approach works the same. We understand multi-state tax rules and will tailor strategies to wherever you and your business operate.

What if I already have an accountant or bookkeeper?

Many of our clients come to us with a bookkeeper they’ve been using, and that’s fine! Our Tax Advisory service goes beyond basic tax preparation or bookkeeping. Think of us as your strategic partner: we focus on big-picture tax reduction, financial strategy, and CFO-level guidance that typical accountants don’t provide.

Is there a long-term contract? What if I want to cancel?

There is no long-term commitment required. Our services are billed monthly or quarterly, with no setup fee. You can cancel anytime. Most clients tend to stick around year after year because the savings and insights just keep compounding!

How can I contact you?

We're always available via our website. You can schedule a standard zoom meeting or a phone call.