At Numera, we take a holistic view of your business. Starting with understanding your goals, we build a tax strategy that will position you for growth. By ensuring you take full advantage of tax credits and incentives, our tax services focus on identifying opportunities to reduce and manage your tax obligations at the federal, state and local level. Since no two organizations are identical, we start our planning by understanding your goals and overall business strategy. With that mindset, we continually seek opportunities to minimize tax liabilities. Proactive tax advice enables you to understand your tax situation long before payment and tax returns are due – preventing surprises and taking the stress out of filing your taxes.

Tax laws are constantly changing and growing more complex. Our team of tax professionals stays on top of these changes and has the experience, training and strategic ability to meet today’s tax planning needs and anticipate tomorrow’s.

At Numera, our tax strategies are built to ensure that tax issues don’t ever come between you and your business and financial goals. That means you don’t pay more than you should, and you’re never caught off guard by something overlooked.

Our strategies are designed to let you maximize wealth and minimize headaches as you grow your business. Whether you own a restaurant or manufacture equipment for restaurants or provide professional services to restaurant owners, our menu of services is customized to your needs, your business and your financial goals.

Why Do You Need a Tax Strategy?

Strategic tax planning is an integral part of your overall business strategy. Whether you’re looking to grow, sell, or create a succession plan, a strategic tax partner will help you move forward and avoid the roadblocks that tax implications can create in an array of scenarios:

• Selling a business or taking distributions
• Investing in new equipment or expanding across state lines
• Contemplating a vertical or horizontal acquisition

The comprehensive tax service provided by Horiz Partners includes:

Individual Tax Services for Business Owners & High Net Worth Individuals

• Federal tax return preparation
• State and local tax return preparation
• Estate, gift and trust tax preparation
• Tax planning

To streamline your tax preparation, we’ve teamed up with TaxCaddy, which makes tax time easier and faster by providing you with a secure way to upload your individual tax documents to Horiz Partners – anytime, anywhere. You can also link your investment accounts to TaxCaddy so they are automatically uploaded.