Kaufmann Advisors

Kaufmann Advisors is a tax planning and CFO advisory firm founded by Simon Hase, a certified public accountant and certified tax planner. It works with business owners generating more than a million in annual revenue, reviewing over 150 tax and financial strategies to build a tailored plan for each client. Its Tax Advisory System aims to reduce a client's tax liability, with the firm citing average client savings on this basis. For clients wanting broader financial oversight, the CFO Success System adds monthly meetings to track key performance indicators around cash flow and profitability. The firm positions its work around giving business owners clearer financial reporting and ongoing adjustments to tax strategy through the year, rather than a one-off annual review, aiming to help clients avoid unexpected tax bills and understand where their profit is going.