Kaufmann Advisors

Kaufmann Advisors is a San Francisco-based CPA firm specializing in strategic tax planning, CFO advisory, and US tax and accounting for growing businesses. We have spent over fifteen years advising business owners on both sides of the Atlantic.

As a relationship-based service, our goal is to provide proactive advice and to be there when you need us. We accomplish this through regular communication and ongoing meetings during the year. This allows you to keep us informed of changes in your business so we can provide timely guidance as your business evolves.

Track record 150+ Tax & Financial Strategies | $78,652 average annual tax savings per client | $14M total tax savings over the last five years

The US Advisory System:
A purpose-built package for European companies opening a new US company or subsidiary. One US partner. One point of contact. Clean reporting for the parent.

What we handle:

· US entity setup, EIN registration

· State registrations when required for payroll or income tax returns

· US business banking coordination

· Accounting system setup with QuickBooks Online

· Monthly bookkeeping with report bridging to parent company financials if needed

· Federal and state income tax returns filings

· US payroll and multi-state compliance

· Sales tax registration and filing. Including monitoring when sales tax must be filed in various states

· Annual proactive tax planning to legally minimize US tax exposure

· Ongoing support and meetings throughout the year to monitor accounting and tax liabilities