Business Details
15 Years
experience
Expert Accounting & Tax Services in Monument, CO
Established in 2011, Numeric Strategies has built a reputation for delivering expert accounting, tax, and financial consulting services. Our team of certified professionals, including CPAs with decades of combined experience, specializes in tailored solutions for startups, freelancers, retirees, and small to medium-sized businesses. We prioritize compliance, accuracy, and strategic planning to help clients navigate complex tax codes and optimize financial outcomes.With a focus on personalized service, we offer payroll management, business consulting, and bookkeeping, ensuring clients save time while maintaining fiscal integrity. Our commitment to continuous education and community involvement underscores our dedication to client success and industry excellence.
Services
Business Consulting
Payroll Services
Business Tax Services
Individual Tax Services
Bookkeeping & Accounting
Details
- Year established: 2011
Highlights and features
- We offer 30+ years of experience in public accounting and tax law.
- Our team has 150+ combined years of expertise in financial services.
- Customized strategies for startups, freelancers, and small businesses.
- We serve clients nationwide with local expertise in Colorado.
- Free initial consultation to assess your financial needs.
Services
Business Consulting
We develop customized strategies to enhance business outcomes, focusing on cash flow analysis, budgeting, and risk management. Our services help startups and established businesses optimize operations and achieve sustainable growth through data-driven financial planning.
Payroll Services
Our payroll solutions ensure 100% compliance with federal and state regulations, including tax filings and direct deposit management. We handle all aspects of payroll reporting to save businesses time and reduce the risk of costly errors.
Business Tax Services
We provide tailored tax planning and preparation for all business types, including LLCs, partnerships, and corporations. Our team ensures accurate filings, quarterly tax strategy reviews, and compliance with evolving tax codes to minimize liabilities.
Individual Tax Services
Our personalized tax strategies help individuals ethically optimize deductions and comply with tax laws. We offer year-round support, including e-filing, extension filings, and consultations to address complex tax scenarios.
Bookkeeping & Accounting
We deliver accurate bookkeeping and accounting services using QuickBooks software, ensuring real-time financial tracking. Our solutions include accounts receivable/payable management, financial reporting, and process optimization to improve business efficiency.
People
Jackie Spegele
Founder, CPA
Jackie Spegele, founder of Numeric Strategies, is a licensed CPA with 30+ years in public accounting. She specializes in tax law and strategic financial planning for businesses and individuals.
Carol Boyer
Tax Preparer, EA
Carol Boyer brings over 30 years of tax expertise to Numeric Strategies. As an Enrolled Agent, she focuses on accurate tax preparation and compliance for individuals and small businesses.
Nolan Gookin
CPA
Nolan Gookin has served Monuments accounting community since 2002. His 50+ years of experience provide clients with deep insights into financial reporting and tax strategy.
Andrea Kraft
Accounting Associate
Andrea Kraft, pursuing her Masters in Accounting, supports clients with bookkeeping and tax preparation. Her academic focus ensures up-to-date knowledge of evolving financial regulations.
Questions
Can I claim my pets as dependents on my taxes?
Only if your pets are part of a business, such as a breeding or training operation. Personal pets cannot be claimed as dependents.
Can my child claim their own exemption if I claim them as a dependent?
No. If you claim your child as a dependent, they cannot claim their own exemption on their tax return.
Do I need to file quarterly estimated tax payments?
Yes, if you expect to owe $1,000+ in tax after withholding and credits, and your withholding is less than 90% of your current tax liability.
What are the benefits of e-filing taxes?
E-filing offers convenience, security, accuracy, and faster processing. It allows direct deposit, proof of filing, and reduces errors compared to paper returns.
Is there a charge for the initial consultation?
No. We offer a free 15-30 minute consultation to discuss your needs and determine if we’re a good fit for your financial goals.
