Services
One partner for tax, accounting, and advisory.
Numera brings together the tax, accounting, and advisory practices of specialized firms across the country — one team, one standard, and a specialist for the problem in front of you. This page is the index. Each service below has its own page, its own process, and a named expert behind it.
Tax
Preparation, planning, and representation for individuals and businesses — including the cross-border work most firms won't touch. Returns built to survive an audit, and planning that happens all year, while the outcome can still change.
Individual tax
Personal returns, year-round planning, and IRS representation. 100% remote, upfront pricing, the same CPAs every year.
Business tax
Federal, state, and international compliance, credits, structuring, and audit defense — from startups to multistate operators.
International tax
US tax for expats, visa holders, and cross-border businesses. FBAR, FATCA, foreign income, treaty questions.
CFO & accounting
The finance function, without the full-time hire. Bookkeeping, payroll, forecasting, and CFO-level judgment, scaled to the size of the business and the decisions it's facing.
Transactions & advisory
Decision support for the moments with the most money on the table — buying, selling, raising, or restructuring. Senior-led diligence and advisory work, delivered at deal speed.
Bookkeeping & accounting
Clean books, closed on time, every month. The unglamorous work everything else depends on — payables, receivables, reconciliations, and financials you can actually make decisions from.
Family wealth office
High-touch financial, tax, and estate coordination for family offices and individuals with $50M+ in assets. In this tier, people buy people — so the section leads with the advisors, and serious inquiries go to a named person, never a form queue.
Start from where you are
If you'd rather start from your situation than a service name:
Small & local businesses
Most start with business tax or outsourced CFO — the books, the payroll, and the filings, handled.
Venture-backed startups
A full-stack finance function from pre-seed to IPO: outsourced CFO, with business tax built in.
Buyers, sellers & PE
Deal-stage decision support: Quality of Earnings and advisory, senior-led and deadline-aware.
Family offices & HNWIs
Coordinated wealth, tax, and estate work through the Family Wealth Office, advisor-first.
Not sure which service fits? That's normal.
Most engagements start as one service and turn out to need one and a half. Tell us the situation and we'll tell you what it actually requires — with an upfront quote and a callback within 24 hours.
Talk to us