Numbers & Company develops simple software for specific planning strategies. Each app helps organize the calculations, documentation, and records behind the strategy, while our Consult + Report provides access to advisor-led planning when you need help deciding what fits.
Reasonable compensation software for S corporation owners.
Helps owners evaluate and document a defensible approach to owner compensation, including duties and the rationale behind the number.
Tax treatment depends on your individual circumstances and applicable law. The software supports documentation; it does not determine eligibility.
Visit Owner CompAugusta Rule event documentation software.
Helps business owners document business use of their home, comparable rental information, events, payments, and annual records.
Tax treatment depends on your individual circumstances and applicable law. The software supports documentation; it does not determine eligibility.
Visit Owner EventBusiness expense and reimbursement software.
Helps owners organize and document business expenses and reimbursements through a structured process.
Tax treatment depends on your individual circumstances and applicable law. The software supports documentation; it does not determine eligibility.
Visit Owner ExpenseFamily employment documentation software.
Helps business owners document work performed by their children, reasonable compensation, hours, duties, and supporting records.
Tax treatment depends on your individual circumstances and applicable law. The software supports documentation; it does not determine eligibility.
Visit Kids WageAccess requirements vary by app. Where consultation and approval are required, submitting a request does not grant automatic access.
Help document participation records to support active loss planning.
Planned use: organize property participation records for review with your tax professional.
Support clearer tracking and documentation for short-term rental operations.
Planned use: keep rental activity records together for planning conversations.
Review borrowing capacity against eligible non-retirement investments as part of a capital plan.
In practice: weigh available credit, repayment capacity, and collateral risk before funding a purchase.
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.
