Perry Kaufman, CPA

Bio

Understanding the client’s perspective is the cornerstone of Perry’s practice. He works most frequently with clients having annual revenues ranging from $25 million to $200 million, and his significant tax planning experience working with closely held businesses, their owners and families has proved highly valuable to his clients. His areas of concentration include tax planning and compliance; business, financial and tax implications of mergers and acquisitions; cost segregation; business entity and growth planning; and succession planning. Active in professional associations, Perry has served on the American Institute of Certified Public Accountants’ Tax Practice Improvement Committee.

Perry received his B.B.A. in accounting from the University of Texas at Austin. He is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.

*Perry holds his interest in the firm through Perry S. Kaufman CPA PLLC

Experience

Travis Wolff, LLP
KPMG LLP
Kaufman & Associates

Associations

American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants

Education

University of Texas at Austin

Community

Temple Emanu-El – Audit Committee
Vogel Alcove (Board of Directors; Audit Committee)
Dallas Jewish Communities Foundation (Board of Directors)

Q&A

Owning a business of any kind presents challenges in diverse areas such as operations, finance, marketing, human resources and more. While companies are typically very effective in managing their core business, when it comes to financial matters, they often require specialized knowledge and resources as they respond to internal and external challenges and opportunities. Having advised hundreds of companies of all sizes, industries and complexity, I offer unique perspectives and recommendations that help lead to successful solutions. I have seen firsthand what works – as well as some of the unintended consequences of courses of action that didn’t. As a business owner, I identify with my client’s situation and formulate alternatives and recommendations to a variety of business challenges.

Over the years, I have helped clients in many ways, including saving as much as $10 million in tax burden by modifying their entity structure in advance of pursuing a sale of the business, or helping a client reorganize their financial reporting system and credit facility following a major business downturn and resignation of the CFO. I believe I make a difference every day for some client, in some way.

Having been a business owner for many years, I’ve become accustomed to “sitting in the client’s chair” while formulating alternatives and recommendations. I have found that being able to truly think about the situation, as if I were the client, makes me and my recommendations all the more valuable.

Helping business owners maximize their financial results is extremely rewarding.

All too often, businesses have inefficient legal structures, lack timely and accurate financial information, have errors in prior years’ tax returns or are paying more for financing than they should or need to pay.

Perry Kaufman, CPA

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Professional History

Experience

Associations

Education

Community

Q&A