Tax Planning & Projections

The Numeric Strategies team believes it is better to be prepared with a plan and set your sails accordingly than to let the wind blow where it may. This is why we devise, revise, and review each of our client’s tax plan no less than once each year. Our objective is to educate clients on the tax codes they must comply with, and the ones that can be optimized to their advantage. This requires both short-term and long-term financial and tax planning.

A sound tax plan will save you time and money, and provide you with the peace of mind that your money is being managed strategically. Depending on your current income and assets, you may require multiple tax strategies. When extensive planning is required, we may suggest inviting a tax attorney or investment advisor to improve your tax plan further.

Reach out today to discuss a personal tax plan or file your current or past-due tax returns.

Reach out today to discuss how we can help you grow your new or existing business. We consult with Startups, Freelancers, Retirees, and small and medium-sized businesses in Colorado and nationwide.