Consult
Review the business, tax situation, goals, and planning questions with an advisor.
Tax Planning + Software
Tax planning you can put into practice.
Numbers & Company combines advisor-led tax planning with simple software built for the strategies business owners need to document, manage, and maintain.
Tax Planning Consult + Report
Start with a plan. Then put it to work.
We review your business, recent tax history, and the decisions ahead. You receive a written tax planning report, a consultation to walk through the recommendations, and guidance using the Numbers & Company software that supports your plan.
Report
Receive written findings with prioritized opportunities, considerations, and practical next steps.
Implement
Use the appropriate Numbers & Company apps and expert support to help document and carry out the plan.
About the Founder
Meet Ryan D. Eldridge.
Ryan D. Eldridge founded Numbers & Company. He is an advisor, author, and architect of practical planning apps, working with business owners and real estate investors on tax planning and the decisions around it. His books include The Margin Method, The Profit Way, and The Living Margin.
What clients say
“It brings clarity to big ideas and turns them into practical next steps. The work never ceases to amaze me with its creativity and builder mindset.”
“Simple, practical, and easy to follow. It gives people a clear path they can use to move forward with confidence.”
“It brings clarity to business life. The program helps me feel prepared, confident, and ready to move forward.”
Make the Next Decision With a Plan