Our Professional Tax Service Experience

Limitless Investment & Capital has provided unparalleled guidance and professional tax services. From planning to compliance, Limitless Investment and Capital serves businesses, Private Clients, and not-for-profit organizations. Our team of CPA and tax accountants has deep experience in corporate, partnerships, estate and trust taxes, as well as multi-state income and sales tax matters.

How Our Tax Accountants Help

Given the ever-changing regulatory environment, it’s crucial that you work with a CPA who not only understands your business, but is also proactive. Here at Limitless, we understand that you need a resource that works with you and your team of advisors throughout the year to develop tax strategies that are cost effective and tailored to your needs.

We develop a customized, well-coordinated plan for you and draw upon the resources of specialized groups within the firm. We know that timing is a critical element of tax planning so our senior management stays in frequent contact with you throughout the year, not just at year-end. Because you have access to our owners and senior management, we are able to provide you timely advice to help you achieve financial success.

International Tax Services

Whether your company has operations outside of the United States or you are living abroad, you need an advisor who can provide professional tax service and guidance with a global perspective. For those organizations and Private Clients who require tax planning and compliance outside of the United States.

Issues We Solve

  • Preparation of tax returns
  • Estate, gift and trust tax planning
  • Business entity selection consulting
  • Equity and deferred compensation consulting
  • Business succession planning
  • Representation before the Internal Revenue Service
  • Determination of tax effects of particular transactions
  • Multi-state tax planning and compliance
  • Planning for tax credits
  • International tax planning & compliance

Business Tax Preparation and Compliance

At Limitless Investment & Capital, our niche-based focus for business tax preparation, consulting, compliance, and other services ensures you’re working with industry experts who understand your business, are aligned with its goals, and can help you plan for future needs. Whether your business is a corporation, partnership, or LLC, you require a skilled tax resource that provides a wide variety of planning and compliance services.

Our Approach

Clients have direct access to decision makers at our firm and owner-level involvement throughout the engagements. Because we know that timing is a critical element of business tax preparation and planning, our business tax accountants stay in frequent contact with you throughout the year.

Business Accounting Services Offered

  • Business entity selection consulting
  • Equity and deferred compensation consulting including Section 409A compliance
  • Advice on structuring mergers and acquisitions to maximize owner value
  • Business succession planning
  • Audit representation before tax authorities
  • Capital acquisition planning
  • Planning for tax credits
  • Multi-state tax planning and compliance
  • International tax planning and compliance
  • Preparation of tax provisions and advice on financial statement reporting
  • Tax position assessment implementation and reporting (formerly FIN 48)
  • Sales and use tax planning and compliance
  • Business and owner tax return preparation

Our Experience Beyond Business Tax Services

  • Financial Statement Audit & Review
  • Internal Control Attestation
  • Employee Benefit Plan Audits
  • SEC Reporting
  • Disaster Recovery & Business Continuity Planning
  • Technology Audit & Security
  • Cybersecurity
  • Business Life cycle consulting
  • Business Succession Planning

Our Experience With Individual and Fiduciary Tax

Limitless Investment & Capital provides services to high net worth individuals and family office clients are focused on minimizing the income tax cost of implementing financial strategies and maximizing the transfer of wealth to future generations through estate, gift, and trust tax planning. We understand that we are a part of a team of advisors that support you and that you are looking for customized solutions to establish a strategy, evaluate your situation, and plan for the future.

Whether you’re a business owner, entrepreneur, executive, high net worth family, or an advisor to any of these, a customized, well-coordinated plan will set you on the right track to achieve your financial objectives.

Our Approach to Individual and Fiduciary Tax

Our professionals have years of experience servicing high net worth individuals and are proactive in seeking customized solutions to every engagement. We stay current on all the tax regulations, and are proactive in planning for the implications to each individual or family. We pride ourselves on our discrete, individualized, and long-term relationships with our clients.

Services Provided to High Net Worth Individuals and their Advisors

  • Family tax planning
  • Gift tax planning
  • Charitable gifting planning
  • Strategies to minimize income tax
  • Strategies to minimize estate tax
  • Retirement distribution planning
  • Trust & Estate tax planning
  • Stock-based and deferred compensation planning
  • Income, gift and fiduciary tax return compliance
  • Business succession planning
  • Cash flow planning
  • Multi-state tax planning
  • Cybersecurity and privacy reviews