Business Owners Doing $1M+ Per Year

If Your Business Does $1M+ A Year, We'll Save You At Least $100K In Taxes This Year, Or You Don't Pay

Keep your bookkeeper and CPA: we plan your taxes all year and put each move in place before December 31st.

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The Firm Behind The Offer

$14M
saved in taxes for our clients in the last 5 years
15
years Simon has helped business owners pay less and keep more
3
credentials in one advisor: CPA, Certified Tax Planner and Certified CFO

Is This You?

Who Is This For?

Who This Is For:

  • You own a business doing $1M or more a year, set up as an LLC, S corp, C corp or partnership.
  • Your CPA files a correct return, but only talks to you once a year.
  • A six-figure tax bill has landed with no warning and pushed back a hire or an expansion.
  • You're profitable, but cash still feels tight and you can't tell why.
  • Your books run behind, or your reports don't show where the money went.
  • You elected S corp years ago, and nobody has looked at your salary or your setup since.
  • You want the moves that lower this year's bill done for you before December 31st, not explained in April.

This Is Not For:

  • Employees on a W-2 who don't own a business.
  • Owners whose business does under $1M a year.
  • Real estate investors whose income comes only from rentals, not an operating business.
  • Anyone who only wants a return prepared each spring.
  • Owners who don't want to meet with us during the year.

Real Clients · Real Outcomes

What We've Delivered

Two business owners above $1M a year, from the results Kaufmann Advisors has published.

Advertising salesPublished case study
$196,217
saved in taxes
$3 million in revenueAdvertising sales company

An advertising sales company with $3 million in revenue saved $196,217 in taxes working with Kaufmann Advisors.

Advertising sales company
ConsultingPublished case study
$276,964
saved in taxes
$1.2 million in revenueConsulting business

A consulting business with $1.2 million in revenue saved $276,964 in taxes working with Kaufmann Advisors.

Consulting business

Results from past clients. Your numbers depend on your income, structure and timing.

100% Done-For-You

Here's Everything We Do For You

How Simon and the Kaufmann Advisors team lower your taxes and keep your numbers clear all year.

We Review Your Returns And Books

We start with your business and personal tax returns and this year's numbers from your books, so we can see where you're overpaying and what it's costing you.

We Choose The Moves That Fit

That might be your entity and your own salary, the 20% deduction on business income, a retirement plan, R&D credits or cost segregation. We handle R&D and cost segregation in house.

We Put Each Move In Place

We do the setup and the paperwork before December 31st, so every move counts for this year's taxes. You get hands-on support, not a list of ideas to carry out yourself.

We Meet With You Every Quarter

Each quarter we track results and adjust as your business changes, so by the time taxes are due, there are no surprises and filing is simple.

We Keep Your Books Clean

If your books are behind, we take over monthly bookkeeping, reconciliations and QuickBooks setup or cleanup, so every number behind your tax moves holds up.

A CFO When You Want One

For owners who want it, we meet every month, track 12 KPIs on one dashboard, forecast your cash weeks or months ahead and hand you a short list for the next 30 days.

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On The Record

Does It Actually Work?

“
They cleaned up years of messy books and made my numbers make sense. Now I finally know what's working and what's not. Now our tax planning meetings are actually productive.
SM
Stan M.
Client review, kaufmannadvisors.com
“
We didn't even know we qualified for R&D credits until Kaufmann Advisors ran an analysis. My old CPA missed this for years!
MC
Manufacturing Company
R&D credit client, kaufmannadvisors.com
“
They gave me information I wish I had decades ago. I highly recommend them for their expertise, knowledge and reliability.
MB
Mary B.
Client review, kaufmannadvisors.com
“
With Kaufmann Advisors we recovered over $70,000 in tax savings just from the R&D credits alone.
CC
Construction Company
R&D credit client, kaufmannadvisors.com

Still On The Fence?

Frequently Asked Questions

Do I have to replace my CPA or my bookkeeper?+
No. Many of our clients come to us with a bookkeeper they've been using, and that's fine. Our work sits on top of theirs: how much tax you pay and why, and what to put in place before the year ends. We prepare returns too, so on the call we'll sort out whether you'd like us to file or keep things as they are.
I'm already an S corp. Isn't that enough?+
The election is a smart first step, but it's one decision, often made when the business earned far less. Your own salary, the 20% deduction on business income and your retirement plan all have to line up with it, and they rarely get revisited. We look at all of it against this year's numbers.
How is this different from what my CPA does now?+
Filing reports a year that's already over, and once the return is done, nothing on it can change. We work during the year: we pick the moves, put them in place and meet with you every quarter. That's how the bill gets lower before the return is ever prepared.
Is it too late to lower my 2026 taxes?+
No, but the calendar matters. Most moves only count if they're in place by December 31st, and setting them up properly takes weeks, not days. We also take on just 2 to 4 new clients a month, so the sooner we talk, the more of this year we can still use. The savings show up when your 2026 return is filed.
How much does it cost?+
Our fee depends on your business, so we quote it up front on the strategy call, before you commit to anything. We bill monthly or quarterly, with no setup fee and no long-term contract, and you can cancel anytime. And if your business doesn't save at least $100,000 in taxes this year, you don't pay.
Do I need to be in California to work with you?+
No. Our office is in San Francisco, but we work with business owners across the US over Zoom and phone. We understand multi-state tax rules and fit the plan to wherever you and your business operate.
Do you work with businesses in my industry?+
Most likely. Our clients come from professional services, real estate, technology, construction and manufacturing. What they share is a business doing $1M or more a year and an owner who wants planning all year, not just a return each spring.
What happens on the strategy call?+
We start with your business, how it's set up and what revenue looks like this year. Then Simon shows you where a company your size usually overpays, which of those spots apply to you and what we'd put in place before December 31st. If your numbers don't support the savings, he'll tell you so.
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One Last Step

Want To See Where Your Business Could Save At Least $100K This Year?

On the strategy call, Simon goes through your revenue, last year's returns and how your business is set up. You'll leave knowing which moves fit you and what we'd put in place before December 31st.

Book A Strategy Call

The case studies and results on this page are real but are not a guarantee of future results. Every business and tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.