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Accounting & Tax Services

Business Accounting and Tax Services

Maximizing Profitability, Minimizing Taxes Strategy and Advice the Entire Year, Not Just at Tax Time
As a CPA led business and tax advisory firm, we are experts in tax reduction strategies and helping you manage and analyze your business finances. We do this by getting to know you, your goals and your business. One of our main ways to help you is to organize your finances. When your information is organized properly, we can help you make better decisions, maximize deductions and pay less taxes.
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Why Proper Accounting Matters to Your Business

Understanding the financial health of your business isn’t just about knowing how much money you’re making. It’s about having a detailed understanding of your income, expenses, assets, and liabilities to make informed decisions. Proper accounting provides this vital information, allowing business owners to:
  • Understand the financial state of your business
  • Make data-driven financial decisions
  • Track business growth and profitability over time
  • Identify and address cash flow and other financial issues

The Importance of Tax Planning

Effective tax management starts with proactive tax planning. We understand that each business is different, which is why we offer customized tax strategies to suit your specific needs. By starting with tax planning, we can identify tax credits and maximize deductions ahead of time, reducing your tax burden and increasing your cash flow.

Additionally, we stay up to date on new strategies and IRS regulations through continuous education. All Certified Public Accountants are required to do a minimum amount of annual training. However, as a Certified Tax Planner, we go beyond the minimum and stay current on ideas that help pay less so that you can accomplish your goals faster.

Understanding Key Financial Reports

Financial reports are the compass that directs your business towards success. They help you understand where your business currently stands and where it’s headed. Here are three key financial reports we help you understand and utilize:

  • Income Statement (Profit & Loss Statement): This shows your business profitability during a specific period, showing revenues, expenses, and net income.
  • Balance Sheet: It provides a snapshot of your company’s financial health at a particular point in time, detailing your assets, liabilities, and equity.
  • Cash Flow Statement: This report shows how changes in the Balance Sheet and Income Statement affect cash. Basically, where did cash come from and where did it go.

Insights

Advising You Beyond Tax Season

Unlike some firms that interact with clients only during the tax season, we believe in a year-round relationship. We work with you throughout the year to provide continuous tax advice and proactive planning to minimize tax liabilities and maximize profit and cash flow.

Making Tax Preparation and Compliance Easier

Tax preparation and compliance can often be complex and time-consuming, but it doesn’t have to be. We take the time to understand your business and your goals. This understanding allows us to streamline the tax preparation process, ensuring accuracy and compliance with the latest tax laws.

QuickBooks Setup and Training

Simplify Your Accounting Process
As part of our comprehensive small business accounting services, we provide QuickBooks setup and training. We understand that most people don’t just have the time to learn a new software on their own. Additionally, a system like QuickBooks needs to be set up properly so that you can use it correctly. We’re here to help with that and provide that ongoing oversight and support.

Ongoing
Business Advising

Guiding You Towards Success
Helping you grow doesn’t stop at accounting and tax services. We can also provide ongoing business advising to help you navigate the complexities of running a business. Whether it’s financial forecasting, budgeting, or strategic planning, we’re here to guide you towards a successful and profitable future.
Small Business Accounting Services

We offer QuickBooks setup and training, bookkeeping services, financial report review and analysis, and cash flow projections to help you maintain accurate books and manage your business finances effectively.

Tax Advice & Proactive Tax Planning

Our comprehensive plan includes maximizing deductions, utilizing legal entity structures, smart retirement planning, health insurance strategies, asset protection, tax loopholes, niche strategies, and real estate strategies.

Tax Preparation &
Compliance

We offer individual and business tax preparation services, including taxes for sole-proprietorships, LLCs, S-corporations, and C-corporations. We will also prepare and file your state and federal tax returns.

Testimonials

Kaufmann Advisors helped me out of a terrible situation with ease… I am pleased to say that our working relationship has been exceptional.
Hillary H.
The very first day of working together, they found all sorts of errors that my previous accountant had either created or missed.
Ashley L.
Simon Hase has taught me how to use QuickBooks to measure my business performance and has implemented a tax mitigation strategy… He is reliable, smart and well prepared. I have been very impressed by his work.
Chris A.
Good advice is hard to find, and Simon Hase is fantastic at it. Always looking out for me and having my best interests in mind.
Mariam A.
My experience has been nothing short of FANTASTIC! They are truly concerned about your overall goals for your business.
Kal S.
They gave me information I wish I had decades ago. I highly recommend them for their expertise, knowledge and reliability.
Mary B.

Get Organized. Pay Less Tax.

Discover how Kaufmann Advisors can transform your financial outlook. We’re here to help you prosper.
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