We help small business owners, real estate investors, and recreational landowners keep more of what they earn through proactive tax planning.
A business purchase, rental property, land venture, or compensation change rarely affects tax alone. It can influence cash flow, financing, entity structure, timing, and family goals.
Tax preparation records what already happened. Proactive tax planning helps you compare the options before the decision is made and coordinate what should happen next.
A promising idea can create more questions than answers. We help you determine what fits your facts, model the tradeoffs, and see how one move affects everything else.
If you want recreational land to support a business, we help you test the profit model, separate business activity from personal use, choose a workable structure, and establish records before treating costs as business expenses.
Before you build, buy, or change a rental, we model cash flow and financing, review ownership and depreciation, and evaluate whether real estate professional or short-term rental rules may apply to your actual participation and use.
Before ordering a study, we compare the timing, cost, state treatment, expected holding period, future recapture, and your ability to use accelerated deductions. When appropriate, a qualified specialist performs the study.
If you are considering borrowing against investments, we help you evaluate the purpose, repayment plan, interest cost, liquidity, and risk of a collateral call alongside your licensed lender and investment professional.
If your business needs legitimate meeting or event space, we evaluate whether the home-rental rules may fit. The plan should document the business purpose, attendees, agenda, comparable rate, payment, and applicable day limits.
When your child performs necessary work for the business, we help define age-appropriate duties, support reasonable pay, track time, and coordinate payroll and tax reporting under the rules that apply to your entity.
We compare whether your current entity and owner-pay approach still fit the business. That includes payroll, reasonable compensation, distributions, benefits, state rules, administrative cost, and future ownership plans.
Before you sign, sell, acquire, or move significant capital, we model the tax, cash-flow, financing, risk, and implementation questions so you can see the tradeoffs and know which professionals and actions come next.
Strategies depend on each client’s facts, eligibility, goals, and current law. Numbers and Company provides tax and business advisory and coordinates with qualified legal, lending, investment, valuation, and cost-segregation professionals when their expertise is required. No strategy or outcome is guaranteed.
A strategy only helps when the numbers support it, the details are documented, and the right people know what happens next. These services turn a consequential decision into coordinated action.
We use the return as a diagnostic, identify planning gaps and opportunities, then build a written strategy around your business, household, investments, real estate, and goals.
We model cash flow, profitability, owner pay, capital needs, and the economics behind a strategy so the decision is grounded in more than a tax benefit.
We pressure-test the structure, sequence the work, and coordinate with the legal, lending, investment, and specialty professionals needed to move from idea to implementation.
The advisory does not end when the meeting does. We build our own software and publish our foundational frameworks to give clients a clearer way to document, monitor, and act on the plan.
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.
Author. Advisor. Builder.Numbers and Company was founded by Ryan D. Eldridge, an author and advisor. His work brings structure to what often feels scattered: money, work, leadership, and legacy. He builds simple frameworks that help people make wise decisions, create margin, and lead with integrity.
He advises private enterprises with more than $100 million in combined assets, and chairs the board of a $10 million nonprofit.
He and his family pursue projects that align faith, family, and finances, with a long view toward generosity and impact. The goal is simple: to help people not just leave a legacy, but live that legacy now.
Ryan also writes on faith, family, and finances through MSSNL.
Schedule a conversation to see if proactive tax planning is right for your business, real estate, or recreational land.