Our Services
Tax preparation, tax planning, and bookkeeping for independent contractors, sole proprietors, and small business owners who want clearer guidance.
What We Offer
Pick where you need help
Tax Preparation
A dedicated tax professional handles your return from start to finish, and ensures you understand exactly what you’re signing so you can file with confidence.
Federal and state filing
Personalized video walkthrough
Secure uploads from anywhere
Tax Planning & Advisory
Proactive strategies to minimize what you owe, timed around the moments that matter most for your business.
Early tax-saving opportunities
Timed around life changes
A strategy built around your goals
Bookkeeping
Clean, up-to-date books so you always know where your business stands financially.
Monthly reconciliation
Expenses tracked and categorized
Always tax-season ready
Who We Serve
Independent Contractors • Sole Proprietors • Small Business Owners • Self-Employed Professionals • Individuals
FAQ
Questions about our services
What's the difference between tax preparation and tax planning?
Tax preparation is filing your return accurately and on time. Tax planning happens before that, it's the proactive strategy that helps lower what you owe in the first place. Most clients benefit from both.
Do I need bookkeeping if you already handle my taxes?
How much do your services cost?
Is this only for tax season, or do you work with me year-round?
Not sure which service you need?
We’ll start with a no-obligation conversation about your situation and map out the right fit.
Hours of Operation
Monday – Friday: 9AM - 7PM ET
Saturday & Sunday: Closed
© 2026 Limitless Financial Group