Certified Public Accountant
Kaufmann Advisors was started with the idea of being an advisor to business owners and that managing your accounting doesn’t have to be that hard and that running a business can be made easier.
In addition to being a CPA, Simon is a a Certified Tax Planner, this means that Simon looks at accounting and taxes differently than most accountants. On a regular basis, new clients meet with Simon and he discovers that their past tax preparer missed multiple opportunities and deductions. However, all is not lost in situations like this! In just one example, by amending past tax returns, Simon helped a client get a $35,000 refund from the IRS.
Simon graduated from California State University, Chico with a double major in Financial Management and International Economics. Not always an accountant, Simon served in the US Army as a linguist and attended the prestigious Defense Language Institute in Monterey, CA. He speaks six languages and enjoys reading, traveling and great coffee.
Simon has also started and run multiple businesses and invested in 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.