If you have a profitable business,
You Can Pay 30-50% Less Tax & Reach Your Goals Faster!
Expert Tax Planning CPA agrees to give away his guidebook of 30 tax optimization strategies so that YOU can start saving money right away and create a more successful future.

We will never share your info with anyone.

"Good advice is hard  to find and they are fantastic at it!"
"They gave me information I wish I had decades ago."
"Always looking out for me and having my best interests in mind."
9 out of 10 business owners are
overpaying their taxes!
📌 According to a study done by Forbes Magazine.

📌 Even internal IRS data shows most people don't use all their deductions, while the ultra-wealthy use every strategy they can.

📌 I see this every day when I talk to new clients.

📌 It's time to change this. Let's use the tax code as a tool to help your business.

📌 And let's do it LEGALLY without putting you or your business at risk of an audit!
Here's what you'll discover inside:
30 Tax optimization strategies, including:

✔️ Tax Strategies for Every American
8 strategies ranging from basic IRA fundamentals, to saving for college, to self-directed retirement accounts

✔️ First Steps for Business Owners
4 strategies on the first steps to starting a business, a side hustle or investing in real estate and then optimizing for growth with the right type of legal entity

✔️ Up Your Tax Game
13 strategies on maximizing your deductions, hiring family members, dealing with capital gains and additional real estate strategies

✔️ Next Level Strategies
5 strategies to maximize retirement planning and making sure your family is taken care of

✔️ The Financial Trifecta
Bringing everything together so that you have a solid plan and can visualize your tax and financial strategies, wealth building, asset protection and estate planning
Our Proven systems will help you be more profitable and pay less tax

developed THROUGH 20 years of Working with
and advising business owners
PAY LESS TAX
Our clients are paying 30-50% less taxes as compared with their prior CPA
MORE CASH FLOW
We'll help you increase cash flow and profits which makes your business more efficient and less stressful
MORE STABILITY
You'll have a more stable business that is geared for long-term growth
150+
Tax & Financial Strategies
$54,238
Average Tax Savings per Client
$14m 
Saved in Taxes in the last
5 years
SOME OF OUR RESULTS:
 💰 Real Estate Agent with $300k in revenue saved $53,008 in taxes

 💰 Software Design company with $1.4 million in revenue saved $69,680 in taxes

 💰 Advertising Sales company with $3 million in revenue saved $196,217 in taxes

 💰 Consulting Business with $1.2 million in revenue saved $276,964 in taxes 
How a tax planning cpa and proactive CFO will increase your LONG-TERM wealth
I will be your guide to make your business more efficient, increase cash flow and pay less tax.

You can then put more money into your investments, retirement or other goals.

Imagine saving $50,000 in taxes and putting that into your retirement, real estate or whatever you choose to invest in. That's money you now get to keep!

Over a period of 20 years at an 11% rate of return, that would turn into nearly $3.4 million dollars.

And if you have a bigger business or more tax savings, there's a whole lot more we can do!

Tax Planning CPA reveals Guarded Secrets
Simon Hase, CPA
Certified Tax Planner
Certified CFO
Dear Business Owner,

My name is Simon Hase. I'm a tax planning CPA, proactive CFO and founder of Kaufmann Advisors.

Look, I realize that you may have already spent countless hours trying to understand your tax returns and your financial reports.

Maybe you've even talked to multiple accountants or seen advisors on social media talking about various tax strategies and wondering how they all fit together or if it's even something you can use. And in the end your head is just more full of mush than when you started!

But what if there's a better way...

I started my firm in 2012 after a few years working in accounting because I knew there was a better way to provide accounting & tax services and business advice.

Even before that, my experience working in finance and real estate before the crash of 2008 showed me that a lot of people were just getting bad financial advice and getting involved in bad deals they should have avoided.

So.. I get it. You don't want to worry about your taxes. And maybe most of all, you don't want to feel like you're missing out on something.

All of this led us to where we are now. For the past 15 years, my mission has been to help business owners just like you understand your financial information, make more informed decisions and reach your business and personal goals faster.

I've developed two results-oriented systems
   • the Tax Advisory System
   • the CFO Success System

How we do it:
 ✔️ Create a custom tax strategy plan for you
 ✔️ Analyze over 150 strategies to see what works for you
 ✔️ Create an initial business financial assessment
 ✔️ Analyze your business profit drivers and cash flow drivers
 ✔️ Take action to implement tax & business strategies
 ✔️ Ongoing meetings throughout the year
 ✔️ Ongoing support & accountability

I hope that by using our guidebook there's at least one thing you can change or implement in your business or life.

You know, we're very lucky to have so many opportunities in our country to start a business from nothing and have it provide for our financial success.

And multiplying that effect, there are tax and financial strategies waiting for you... many are hiding in plain sight. The secret is to actually use the system to your benefit!

I wish you success as you continue on your journey.

Simon Hase, CPA
Kaufmann Advisors
P.S.
If you're ready to learn more about your business financial metrics and how much you’re overpaying in taxes, click below for a Free Financial Assessment.
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