We’re a tax preparation, tax planning, and bookkeeping firm for independent contractors, sole proprietors, and small business owners who want clearer guidance and less stress around their taxes.
Why
We Do This
Clarity first.
Personalized support.
Real peace of mind.
Taxes shouldn’t leave you feeling confused or anxious. We believe you deserve to understand your tax situation and feel supported in the decisions you make.
That’s why education is at the heart of how we serve our clients. We take the time to explain the why behind your taxes, answer your questions, and help you make informed decisions—so you can feel more prepared and in control of your taxes year-round.
Meet the
Founder
Meet Olivia, founder of Limitless Financial Group.
By trade, Olivia is a Doctor of Physical Therapy, but her journey into the tax industry began in 2019 as a side hustle to earn extra income while in physical therapy school. What started as a way to make a little extra money quickly grew into a passion for helping others better understand their taxes, and blossomed into Limitless Financial Group.
Olivia started Limitless after seeing how the fear of taxes would stop people from starting a side hustle or small business. She wanted to create a firm where clients could feel educated, supported, and empowered when it came to their taxes instead of overwhelmed or unsure of what to do next.
Today, Limitless Financial Group has grown into a team of three tax professionals and a CPA providing tax preparation, tax planning, and bookkeeping services. The mission remains the same: to help you understand your tax situation, make informed decisions, and spend less time worrying about taxes so you can focus on what matters most—creating more opportunities, pursuing your passions, and growing your business.
Why clients choose us
Choosing who handles your taxes is a big decision. Our clients stay with us because we take the time to explain the why behind every number, not just file and forget.
Every plan starts with a real conversation about your business, your goals, and where you want more clarity.
What We Stand For
Our values
Trust
We prepare every return with accuracy and care, while keeping compliance at the forefront.
Clarity
We break down your tax situation in a way that makes sense, so you’re never left wondering how the numbers came together.
Support
Questions don’t wait for tax season, and neither do we. We’re here with answers year-round.
Questions before you get started?
Schedule a time to meet with us so we can discuss your needs and determine the right approach for your taxes.
Hours of Operation
Monday – Friday: 9AM - 7PM ET
Saturday & Sunday: Closed
© 2026 Limitless Financial Group