Individual Services

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Strategies with Solutions

Our tax and accounting tools may not be any different from those used by other accountants. However, our approach, experience and commitment to the client’s needs are significantly different. For all of us at Numeric Strategies, it’s not only about helping clients with various tax returns or payroll reports; it’s about helping our clients realize better returns.

Our tax and accounting services are designed to include the necessary compliance work, but our approach will also include exploring tax strategies and identifying innovative ideas or growth opportunities with a cautious eye for minimizing the tax cost. We aim to provide decisive advice constructed specifically to meet the client’s goals.

Tax Services and Returns:

 Individuals, Businesses, Multi-State and Sole Proprietors

Specializing in U.S. Military, Corporations, Expatriate issues, Partnerships and LLCs, Estate, Trusts, Non-Profit Organizations, Gift taxes and planning, Sales Tax reports, Employee Benefit Plans and Welfare Benefit Plans (Form 5500).

Often small business owners and individuals alike ignore the advantages of tax planning. We encourage our clients to consider tax planning as an ongoing process. We recommend reviewing income and expenses at least quarterly, and meet with your us to analyze how you can take full advantage of the provisions, credits and deductions that are legally available to you.

Contact us for further information.
Phone: 719.481.2623

Member of National Association of Tax Professionals (NATP)
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