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Simon Hase, Cpa Email & Phone Number

Tax Planning CPA & Founder | Proven systems to more profits and less taxes at Kaufmann Advisors
Location: San Francisco, California, United States 6 work roles 2 schools
1 work email found @kaufmannadvisors.com 3 phones found area 415 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email s****@kaufmannadvisors.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Tax Planning CPA & Founder | Proven systems to more profits and less taxes
Location
San Francisco, California, United States

Who is Simon Hase, Cpa? Overview

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Quick answer

Simon Hase, Cpa is listed as Tax Planning CPA & Founder | Proven systems to more profits and less taxes at Kaufmann Advisors, based in San Francisco, California, United States. AeroLeads shows a work email signal at kaufmannadvisors.com, phone signal with area code 415, and a matched LinkedIn profile for Simon Hase, Cpa.

Simon Hase, Cpa previously worked as Certified Public Accountant at Kaufmann Advisors and Volunteer Mentor at Startup America Partnership. Simon Hase, Cpa holds Bs; Ba, Financial Management; International Economics from California State University, Chico.

Company email context

Email format at Kaufmann Advisors

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{first}@kaufmannadvisors.com
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AeroLeads found 1 current-domain work email signal for Simon Hase, Cpa. Compare company email patterns before reaching out.

Profile bio

About Simon Hase, Cpa

Over the last 15 years, my mission has been to help business owners understand their financial information, make better decisions. and reach their goals faster.I started Kaufmann Advisors in 2012 after a few years working in the accounting field because I knew there was a better way to provide accounting services and tax advice. Before becoming a CPA, I worked in the real estate industry prior to the crash of 2008. I loved being part of building things, making deals and having a forward-looking mindset. However, I also saw a lot of people get bad advice and get talked into bad financial and business deals. I realized I could do my part to change that by becoming a more proactive adviser and eventually creating a service and systems to truly make a positive impact. In my firm, I've developed two results-oriented systems of how we work with our clients:• the Tax Advisory System• the CFO Success SystemHow we do it:• Create a custom tax strategy plan for you, upfront• 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 & accountabilityWho we work with:• Businesses that have a target of or already are above $1 million in annual revenue• Contractors• Attorneys• Real Estate Investors• Manufacturers• Technology & IT companies• Other service-based businessesResults:• Helped a Real Estate Agent with $300k in revenue save $53,008 in taxes• Helped a Software Design company with $1.4 million in revenue save $69,680 in taxes• Helped an Advertising Sales company with $3 million in revenue save $196,217 in taxes• Helped a Consulting Business with $1.2 million in revenue save $276,964 in taxes If you want to learn more about your business financial metrics and how much you’re overpaying in taxes, check out our website or click the link in my bio to schedule a Free Financial Assessment.Learn more about how we work with you:→ GO HERE: https://kaufmannadvisors.com/

Listed skills include Financial Analysis, Small Business, Accounting, Quickbooks, and 35 others.

Current workplace

Simon Hase, Cpa's current company

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Kaufmann Advisors
Kaufmann Advisors
Tax Planning CPA & Founder | Proven systems to more profits and less taxes
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6 roles · 24 years

Simon Hase, Cpa work experience

A career timeline built from the work history available for this profile.

Certified Public Accountant

Current

San Francisco, California, US

- Strategic tax planning for profitable companies and their owners- CFO services to help business owners better manage their finances and cash flow- Provide tax preparation, tax planning and tax compliance services- International services for entrepreneurs investing in the US

2013 - Present ~13 yrs 5 mos

Volunteer Mentor

- Mentoring in general accounting, business and tax strategies for startups and entrepreneurs- Free classes in QuickBooks and accounting

2013 - 2018 ~5 yrs

Outsourced Cfo Services

Lafayette, California, US

- Advise business owners on their cash flow and future projections- Explain financial reports and how they affect the company and clients' goals- Manage and train junior staff to ensure quality performance - Provided nationwide training seminars to thousands of small business owners

2008 - 2013 ~5 yrs

Certified Business Advisor

Washington, DC, US

As an SBA partner organization, the SBDC exists to provide free consulting and educational courses to help business owners become more successful in managing their business. As a SBDC Advisor, I taught accounting, small business tax and QuickBooks workshops at the SBA classroom in San Francisco.

2008 - 2012 ~4 yrs

President

- Member and president of one of the most successful chapters of BNI: San Francisco Civic Center Chapter - BNI (Business Networking International) is a referral and networking organization where members help each other through introductions to other people that may need their services - The Civic Center chapter had a very selective membership process which.

2008 - 2012 ~4 yrs

Management Consultant

Consulting

Freelance Consulting & Small Business Management - Worked directly with CEOs and CFOs in various accounting capacities on short-term assignments - Managed business accounting and financial information - Helped businesses grow by implementing marketing plans and developing referral networks - Created relationships nationally and internationally in order to.

2002 - 2008 ~6 yrs
2 education records

Simon Hase, Cpa education

Bs; Ba, Financial Management; International Economics

California State University, Chico

Dod Certification, Russian, German, Serbian/Croatian

Defense Language Institute Foreign Language Center
FAQ

Frequently asked questions about Simon Hase, Cpa

Quick answers generated from the profile data available on this page.

What company does Simon Hase, Cpa work for?

Simon Hase, Cpa works for Kaufmann Advisors.

What is Simon Hase, Cpa's role at Kaufmann Advisors?

Simon Hase, Cpa is listed as Tax Planning CPA & Founder | Proven systems to more profits and less taxes at Kaufmann Advisors.

What is Simon Hase, Cpa's email address?

AeroLeads has found 1 work email signal at @kaufmannadvisors.com for Simon Hase, Cpa at Kaufmann Advisors.

What is Simon Hase, Cpa's phone number?

AeroLeads has found 3 phone signal(s) with area code 415 for Simon Hase, Cpa at Kaufmann Advisors.

Where is Simon Hase, Cpa based?

Simon Hase, Cpa is based in San Francisco, California, United States while working with Kaufmann Advisors.

What companies has Simon Hase, Cpa worked for?

Simon Hase, Cpa has worked for Kaufmann Advisors, Startup America Partnership, Hilliard Management Group, Sf Small Business Development Center, and Bni Civic Center San Francisco.

How can I contact Simon Hase, Cpa?

You can use AeroLeads to view verified contact signals for Simon Hase, Cpa at Kaufmann Advisors, including work email, phone, and LinkedIn data when available.

What schools did Simon Hase, Cpa attend?

Simon Hase, Cpa holds Bs; Ba, Financial Management; International Economics from California State University, Chico.

What skills is Simon Hase, Cpa known for?

Simon Hase, Cpa is listed with skills including Financial Analysis, Small Business, Accounting, Quickbooks, Start Ups, Financial Accounting, Management, and Management Consulting.

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