How can I get in touch with Numera for an initial consultation?
You can reach out to us by filling out our online contact form or giving us a call. One of our team members will respond promptly to discuss your needs and help schedule a convenient time to meet.
What information should I provide when contacting Numera?
If possible, please include details about your business type, the nature of your inquiry, and any specific services you’re interested in. This information will help us connect you with the right advisor from the start.
How soon can I expect a response after I’ve reached out?
We strive to respond within one business day. During peak seasons, like tax filing deadlines, response times may be slightly longer, but we’ll do our best to get back to you as soon as possible.
Can I schedule a virtual meeting instead of an in-person appointment?
Absolutely. We offer flexible appointment options, including phone and video consultations, to accommodate your schedule and preferences.
What should I bring to my first meeting with Numera?
For tax and accounting matters, it’s helpful to have recent financial statements, tax returns, payroll records, and any relevant correspondence or documentation. Don’t worry if you’re unsure—our team will guide you on what’s needed.
Does Numera provide services to both individuals and businesses?
Yes, we work with individuals, small businesses, and larger organizations across various industries. Our team tailors services to each client’s unique circumstances.
Will my information remain confidential and secure?
Absolutely. We follow strict privacy and data protection standards to ensure that all sensitive information is handled with the utmost care and professionalism.
How do I receive a cost estimate for Numera’s services?
After an initial consultation where we discuss your needs and goals, we’ll provide a clear, upfront estimate of costs before we begin our work.
What if I’m not sure which services I need?
That’s okay. Our advisors are here to help clarify your goals, identify the most beneficial services, and develop a tailored plan that suits your unique situation.
Do you offer flexible payment options?
Yes. We understand every client’s situation is unique and offer various payment arrangements, including installment plans and retainer-based services. We’ll discuss all available options with you during your initial consultation to find an arrangement that best suits your needs.
