Tax Advisory System

You work hard for your business. But if you’re like most profitable owners, you suspect you’re paying more than your fair share in taxes, and your accountant isn’t helping you change that.

At Kaufmann Advisors, we designed the Tax Advisory System to help you legally pay 30–50% less in taxes and keep more of your hard-earned profit to reinvest in growth.

150+

$78,652

Average Tax Savings per Client

Tax & Financial Strategies

$14m

Saved in Taxes in the last 5 years

If You’re Tired of Tax-Time Surprises…

You’re not alone. Most business owners we meet are frustrated by:

• Paying huge tax bills with no warning.

• Accountants who only talk to them once a year.

• Feeling confused about where their money’s going.

• Missing out on deductions and credits they didn’t know existed.

Your business deserves better than “record-keeping” and once-a-year tax prep. You need a proactive partner who looks ahead, not backward.

Our Proactive Solution

Traditional CPAs focus on what already happened. We focus on what’s possible next.

Our Business Success Journey covers every stage of proactive tax planning:

Plan
We review over 150 tax and financial strategies to identify exactly which ones fit your business.

Implement
You’ll get a custom action plan and hands-on support to put each strategy to work.

Optimize
We meet quarterly to adjust, update, and make sure you’re always taking advantage of new opportunities.

No guesswork. No surprises. Just a smarter, ongoing approach that ensures your taxes are always working in your favor.

What Makes Kaufmann Advisors Different

Typical CPA

Talk to you once per year

Focuses on compliance

Reports what happened

Leaves savings on the table

Kaufmann Advisors

Meets with you quarterly

Focuses on proactive strategy

Plans what's next

Helps clients save 30-50% annually

Our clients save an average of $78,652 in taxes each year. Not by luck, but by design.

How it works

Step 1: Financial Assessment
Let's get to know each other and discuss your goals. After we review your tax returns, you’ll see exactly how much you could be saving and some key financial metrics

Step 2: Plan Development & Taking Action
We'll find strategies that fit you and help you implement those strategies.

Step 3: Quarterly Meetings
We meet throughout the year to track results and optimize for new opportunities. Then, by the time taxes are due, everything is super straightforward and easy.

Ready to See How Much You Could Be Saving?

Click below to schedule your Free Financial Assessment.

In one short meeting, we’ll estimate your potential savings and show how a proactive plan can change everything for your business.