“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.”
Tax Planning for Small Business Owners & Real Estate Investors
Build the strategy before you make the move.
A clear written plan should show which opportunities fit, which tradeoffs matter, and what documentation is required.
Ryan D. Eldridge, author of three books, writes practical tax plans and provides ongoing advisory so you can move forward with clarity.
What clients say
“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.”
Advisor-Led, Not Automated
Clarity from someone who understands the whole decision.
Numbers & Company provides proactive, documented tax planning and advisory—driven by human expertise, not software. Founded by Ryan D. Eldridge, author of The Margin Method, The Profit Way, and The Living Margin. A real professional will read your tax return as a diagnostic, find the opportunities that fit your entity, and sit down with you to coordinate what happens next.
Client experiences are personal to their circumstances and do not promise a particular tax, financial, or business outcome.The Primary Next Step
The Tax Planning Report
Tax preparation records what already happened. The Tax Planning Report looks forward—identifying potential opportunities, tradeoffs, timing, and the priorities worth discussing before you act.
We review the request
Tell us about the business and the decision that matters most.
We confirm the fit
We review each request before defining scope, timing, and fees.
We build the plan
Accepted engagements move into secure document review, written findings, and consultation.
From questions to a written strategy
What should this look like for you?
You want to know what you can do—and how to structure it well. These are a few of the decisions we help you work through, not a complete checklist. Your plan starts with your business, your goals, and the opportunities that fit your circumstances.
- Entity & owner compensation
How should I structure my business and owner pay as income, responsibilities, and goals change?
- Business expenses
How should I structure and document home rental arrangements under the Augusta Rule and reimbursements through an accountable plan, where appropriate?
- Retirement planning
How should I design retirement contributions around my income, employees, and cash-flow needs?
- Real estate & cost segregation
How should I structure a real estate investment, and when might cost segregation make sense within my tax plan?
- Access to capital
How should I balance borrowing, available cash, and selling investments to fund my next move?
- Family employment
How should I structure appropriate work, reasonable pay, payroll, and records when employing my children?
A written strategy defines the approach. The right tools help turn it into consistent action and clear records.
See the process at work
Proprietary tools and frameworks.
The strategy comes first; our purpose-built software helps document and carry it forward.
Available now
Kids Wage
Help document a family employment strategy to support reasonable pay and clear records.
In practice: keep a record of a child’s actual work, hours, and pay.
Owner Event
Help document qualified business meetings and events for potential deductions.
In practice: organize a business meeting’s agenda, attendance, and rental documentation.
Credit Access Line
Organize available business credit lines as part of a coordinated capital strategy.
In practice: review available business credit alongside upcoming capital needs.
Owner Comp
Help document S corporation reasonable compensation to support compliance.
In practice: document an owner’s duties and compensation rationale before setting payroll.
Legacy Ally
Organize estate and succession materials into a single point of truth.
In practice: give your family an organized reference for accounts, key contacts, and wishes.
Coming soon
Real Estate Professional
In developmentHelp document participation records to support active loss planning.
Planned use: organize property participation records for review with your tax professional.
Short-Term Rental Apps
In developmentSupport clearer tracking and documentation for short-term rental operations.
Planned use: keep rental activity records together for planning conversations.
Independent specialist coordination
When a plan requires outside execution, Numbers & Company can coordinate with independent professionals for entity formation, build-to-rent strategy, cost-segregation studies, business valuations, and related legal, lending, or investment needs. Providers remain independent, and recommendations depend on each client’s facts.
Books by Ryan D. Eldridge
Short, practical frameworks for business, money, and life.
Frequently Asked Questions
Clarity before we start.
What if my CPA already does this?
We frequently work alongside CPAs who focus on historical reporting and compliance. Our process is forward-looking planning informed by past returns—identifying structural opportunities so your CPA has a clear plan to review and file.
How is this different from a bookkeeper?
A bookkeeper organizes your historical transactions. We analyze your broader financial picture to evaluate structural tax opportunities, reasonable compensation, and entity strategies before the year ends.
What does the process actually look like?
It begins with a Tax Planning Report request. If accepted, we conduct a secure document review, provide written findings detailing specific opportunities and tradeoffs, and sit down for a consultation to coordinate execution.
Do I need to switch accountants?
No. Our tax planning and advisory services are designed to collaborate with your existing tax preparer or CPA. We provide the strategic blueprint; they continue to handle your filings.
Make the Next Decision With a Plan