Comprehensive Business Tax Planning

Are We a Good Fit for You?

We might be a good fit if:

  • You value high-quality work, excellent customer service, and want more one-on-one time with your CPA.
  • You are looking for a firm that is selective, and focuses more on the quality of relationships than the quantity of clients.
  • You earn at least $150,000 annually.

“I can’t say enough great things about the team at Kauffman CPA. They’re absolutely wonderful and have really changed the game for my business and me. I recommend them without hesitation.”

Justin Quinn

What You Get as a Kauffman Tax Planning Client

 

  • Personalized service and tax strategies designed around your unique situation, not a cookie-cutter plan.
  • An annual meeting (organized and hosted by our team) with your wealth manager, estate planner, attorney, and other professionals on your advisory team.
  • Comprehensive review of all areas of your net worth to ensure everything is working in unison together.
  • Year-round concierge support from your personal CPA, including emails, phone calls, and video calls. Plus, we come to you for meetings.

FAQ

Why should I choose a Certified Tax Coach to assist me with my taxes and financial planning?

Are you paying more taxes than you should? Our Certified Tax Coaches will help you find every deduction and credit you qualify for, so you don’t miss out on savings. We don’t settle for the status quo – we actively seek ways to legally minimize your taxes through year-round proactive planning.

How is a Certified Tax Coach different from a standard Certified Public Accountant (CPA), Enrolled Agent (EA), Certified Financial Planner (CFP), or other financial service provider?

CPA and EA are professionals in accounting and tax preparation who can represent you to the IRS. Certified Tax Coaches go beyond standard certifications and degrees, undergoing extensive training in proactive tax planning strategies.

Kauffman CPA tax coaches adhere to a strict Code of Ethics set by the American Institute of Certified Tax Coaches to ensure integrity and excellence in their services, staying up-to-date with the latest tax laws.

Will you prepare and file my taxes?

Yes. Tax preparation services are offered to our current clients as part of their year-round tax planning. Tax preparation services are not offered as a one-time service.

Our Tax Planning Process

You will receive direct, focused attention and detailed communication from a Certified Tax Coach (who is also a CPA) throughout the year.

1

Learn About Your Business

We’ll review two years of tax returns and then host a discovery meeting (in person or virtual) to learn about you & your challenges. We then provide you with a no obligation quote showing you exactly how much you can save.

2

Create & Implement a Plan

We’ll work with you to create and implement a custom tax plan for your business.

3

Monitor, Meet, and Adjust

We’ll continue meeting with you on a regular basis, will prepare your tax return, and will continuously work to maximize your tax savings.

Start Reducing Your Taxes Now

It's never too late to start!

Contact us to schedule a free initial consultation and begin a conversation about how we help your business lower its tax burden.

Request an Initial Consultation