“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 Professionals & Business Owners
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.
Questions your tax plan should answer
- Can the business appropriately employ and pay my children?
- Am I paying myself reasonable compensation?
- Could the Augusta Rule or an accountable plan apply?
- Am I using the right retirement plan?
- How should rental property and cost segregation fit?
- Could I access capital without immediately selling investments?
Ryan D. Eldridge 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 was founded by Ryan D. Eldridge, advisor and author of The Margin Method, The Profit Way, and The Living Margin. Ryan helps owners connect tax planning, business strategy, and implementation. 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.
Systems & Coordination
Proprietary apps and specialist solutions.
The strategy comes first; our purpose-built software helps document and carry it forward.
Available now
Kids Wage
Carry a family employment strategy into real work, reasonable pay, payroll, and clean records.
Owner Event
Document the qualified business meetings and events behind an Augusta Rule strategy.
Credit Access Line
See and structure available business credit as part of a coordinated capital strategy.
Owner Comp
Set and document defensible S corporation reasonable compensation for owners.
Legacy Ally
The Family Love Letter app for organizing the accounts, documents, contacts, and wishes your family would need.
Coming soon
Real Estate Professional
In developmentHelp real estate owners organize participation records and planning details.
Short-Term Rental Apps
In developmentSupport clearer tracking and decisions for short-term rental operations.
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.
Make the Next Decision With a Plan