About Kaufmann Advisors

At Kaufmann Advisors, we believe accounting, taxes, and financial strategy should work for you, not confuse or frustrate you.

We started this firm on a simple idea: managing your business finances doesn’t have to that hard. With the right plan, clear numbers, and proactive guidance, you can make confident decisions, reduce taxes, and grow faster.

That philosophy drives everything we do. From our Tax Advisory System, where clients regularly save 30–50% on taxes, to our CFO Success System, which helps business owners build stronger, more profitable companies.

150+

$78,652

Average Tax Savings per Client

Tax & Financial Strategies

$14m

Saved in Taxes in the last 5 years

Proactive, Transparent, and Focused on You

Most CPA firms react after the fact. We do things differently.

At Kaufmann Advisors, we partner with you year-round to plan ahead — not just at tax time. That means no surprises, no guesswork, and no missed opportunities.

We combine deep tax knowledge with business advisory expertise to give you one clear advantage: financial clarity and control.

Our mission is simple: help business owners keep more of what they earn, understand their numbers, and use them to reach their goals.

Meet Simon Hase, CPA

Simon Hase started Kaufmann Advisors over 15 years ago to help business owners move beyond basic tax preparation and into proactive strategy.

As both a Certified Public Accountant and Certified Tax Planner, Simon approaches accounting a little bit differently. His clients often discover that their previous accountants missed multiple deductions, credits, or opportunities to legally reduce taxes.

Simon graduated from California State University, Chico with dual majors in Financial Management and International Economics.

He has also started and managed multiple businesses and invested in and developed real estate and knows that having someone else take a second look at your business and investments can mean the difference between success and failure.

As an avid traveler and scuba diver, he likes learning languages and meeting new people. He is always interested in a good story and a great cup of coffee.

Simon Hase, CPA

Certified Tax Planner
Certified CFO

Why Businesses Choose Kaufmann Advisors

We’re not your typical CPA firm. Here’s what sets us apart:

Proactive Planning
We don’t just file taxes, we design strategies to minimize them all year long.

Year-Round Partnership
Quarterly and monthly meetings keep you accountable and informed.

Results That Matter
Clients save an average of $78,652 per year on taxes.

Technology-Driven Insight
We use AI tools, financial dashboards, and data analytics for faster, smarter decisions.

Straight Talk
Clear communication, transparent pricing, and no surprise bills.

Whether you need advanced Tax Advisory or full CFO support, we're here to help you get where you want to go.

→ Explore the Tax Advisory System »
→ Explore the CFO Success System »

Who We Work With

We specialize in working with growth-minded business owners who:

• Generate $1M+ in annual revenue

• Want proactive tax and financial strategy (not just tax returns)

• Value clarity, communication, and partnership

• Are ready to take control of their financial future

Our clients come from industries like professional services, real estate, technology, construction and manufacturing. And they all share one thing in common: a commitment to building smarter, stronger businesses.

Let’s Build Your Success Story

You’ve worked hard to grow your business, now let’s make sure your finances keep up.

Schedule your Free Financial Assessment and see how proactive tax and CFO strategies can help you keep more of what you earn and reach your next goal faster.