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Services for Individuals & Business Owners

Our expert advice will help you achieve your tax & financial goals.

Individual Tax Services

Stop wasting time on your taxes, and let a credentialed professional prepare them for you.
100% online tax preparation.

Tax Representation Services

Is the IRS knocking at your door? Needs to file older returns? Worried about garnishment? Let us help!

Business Tax Services

Your business taxes aren't fun. Let's get you back to running your business. You do what you are good at and let us provide expert knowledge to your taxes

Bookkeeping & Payroll Services

Get help keeping your company's books up-to-date from our expert bookkeepers.

Welcome to Boundless Advisors

We want to be your trusted advisor.

We’re IRS-Credentialed Enrolled Agents with decades of experience guiding individuals and business owners through the accounting and tax world. Our services are designed to be provided remotely using a secure portal and/or app from your tablet or smartphone, anywhere. 

We 💗 Our Clients!

Don't just take our word for it.

Boundless is responsive, thorough, and fast. In addition to answering all my questions, they also provided an easy-to-use report that compared our current taxes to last year, as well as a video where a tax expert narrated our return.
Casey H.
Individual Taxpayer from North Carolina
Boundless was such a great find. I have really enjoyed working with them for the past two years. Very professional and I love the portal to easily upload all my documents.
Sarah J.
Individual Taxpayer from Tennessee
Boundless was incredible to work with for my second year in a row. The online system is easy to use and very efficient. My taxes were done within a few days of uploading all my tax forms.
Alisha E.
Individual Taxpayer from New Jersey
The team at Boundless are incredibly informed, professional, and punctual. They are an absolute asset to any company, small or large.
Ali A.
Business Owner from Pennsylvania
Boundless has been great in formulating a strategy for completing my taxes. My first experience was exceptional, and I look forward to telling others about this company.
Alan H.
Business Owner from New York
We 💗 Our Clients!

Don't just take our word for it.

Gaining Your Trust is Our #1 Priority

We're Licensed and Awarded 🥇 👍

Enrolled Agents

You may not have heard of the Enrolled Agent designation before. This is a credential given to tax professionals who focus on tax compliance for individuals and businesses. This credential is issued directly by the IRS and Enrolled Agents are recognized by the the IRS as tax specialists with the ability to prepare tax returns and represent taxpayers.

Boundless is a trusted advisor and a financial resource.

Learn more about how we can help you and your business achieve important financial priorities and implement tax strategies.
Packages for Individuals & Business Owners

Our Services are Intelligently Packaged.

Tax Services

We’re more than just virtual tax prep!

Starting at $235/year

Online Annual Tax Preparation

(federal, state, and local)

IRS account monitoring

Summer time Check-in

Annual tax planning

Video walkthroughs

24/7 Access to secure portal

Secure tax document storage

Dedicated E.A. tax advisor

Optional Bank Products: Withhold fees from refund and/or tax refund loans

Advisory Services

Recently launched your new business, or need to get a handle on your back-office duties? Services can also be purchase al-a-carte.

Starting at $225/month(limited time, normally $295/month)

Business Formation:

LLC formation in your state

Operating Agreement drafted

Obtain a Tax ID Number (EIN)

S-Corp election with the IRS

Employer registration in your state

Sales tax registration in your state

Alerts for annual corporate filings

Open a business bank account

Tax Services:

Dedicated tax advisor

Personal & business tax returns

(federal, state & local)

Sales tax returns (one state)

Quarterly tax estimate calculations

Tax deadline reminders

Annual salary recommendations

Accounting & Bookkeeping:

Setup company books

Quickbooks Online subscription ($50/month value)

Assisted or full-service monthly bookkeeping services

Dedicated Quickbooks ProAdvisor

Monthly financial reporting


Automatic payroll with unlimited runs

Gusto Payroll subscription ($45/month value)

Prepare and file payroll tax returns

Get paid via direct deposit

New hire reports filed in your state

Issuance & filing of W-2 forms

We Keep you Up-to-Date on the Latest Changes

Recent Tax & Accounting News

Get started with Boundless.

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