If your single biggest expense is your taxes, then you are like most Americans. Studies show that some Americans pay up to half of their income to the government in the form of federal, state and local taxes.
Although taxes are a fact of life and a necessity to run our country, that does not mean a qualified CPA can’t help you retain more of your money, save more of your money from being taxable and help you reach your financial goals. Taxes will never be completely eliminated, but there are definite ways you can pay less tax.
Understanding and using the tax system as it’s designed can make a real difference in what you keep. Here’s how to build a smarter, compliant tax strategy.
Our team stays current on tax law changes and proactive strategies so you don't have to. We'll help you understand what applies to your situation.
Tax laws favor certain activities—owning real estate, making investments, running businesses. If you're only earning W-2 income, you're likely paying more than you need to.
Wages and salaries face the highest tax rates. Investment income and business earnings are often taxed more favorably—structuring your finances to take advantage of this makes a difference.
Tax laws include legal deductions, credits, and strategies designed to incentivize certain behaviors. Working with a CPA who knows where to look means you stay compliant while minimizing what you owe.
Generic advice doesn't work. Your tax strategy should reflect your actual income, assets, and goals—not what works for someone in a completely different financial position.
"The Aber Team has handled my taxes for years. They stay on top of current tax laws and how changes affect my situation. They're always quick to answer questions and return calls. I've recommended them to others and will continue to do so. They're honest, reliable professionals who have earned my trust.Retry"
We work with over 750 individual and business clients every year. The key to consistent savings is straightforward: understanding the provisions in tax law that work in your favor and applying them correctly.
Finding those opportunities is one thing—applying them to your specific financial situation is another. That requires experience, attention to detail, and a genuine understanding of how different income sources, deductions, and credits interact.
That's what the Aber Team at Numera does. We develop proactive tax strategies tailored to your circumstances, so you're not leaving money on the table year after year.
We'll start with a video call to understand your financial situation and what you're looking to accomplish.
We'll ask about your financial, investment, and business goals. We'll also need copies of your prior year tax returns and business information, if applicable. The more complete the picture, the better we can help.
Our team will spend about two weeks thoroughly reviewing your finances and identifying opportunities.
Within two weeks, we'll walk you through a comprehensive, proactive tax strategy tailored to your situation. On average, our strategies reduce clients' tax obligations by around $11,000 annually.
You'll get a copy of everything we discussed—clear, actionable steps you can reference anytime.
After a week or two, we'll check in to answer any questions and finalize how to move forward with implementation.
Clear outcomes, built ethically and optimized for peace of mind.
Plan cash flow so you choose when and how much you pay.
Use credits, elections, and account structures to advance long-term goals.
Entity and ownership choices that reduce taxes and protect assets.
Documented strategies that stand up to scrutiny so you sleep well.
Proactive guidance and ongoing support for every tax decision.
More than anything, I want my clients to be successful and get to keep more money for which they worked long and hard.
