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Our expert advice will help you achieve your tax & financial goals.
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INDIVIDUAL TAX SERVICES
TAX REPRESENTATION SERVICES
Is the IRS knocking at your door? Needs to file older returns? Worried about garnishment? Let us help!
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BUSINESS TAX SERVICES
BOOKKEEPING & PAYROLL SERVICES
Get help keeping your company’s books up-to-date from our expert bookkeepers.
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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.
Don't just take our word for it.
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We're Licensed and Awarded
Enrolled Agents
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Boundless is a trusted advisor and a financial resource.
Our Services are Intelligently Packaged.
Tax Services
We’re more than just virtual tax prep!
$250* /year
- Online Annual Tax Preparation (federal and state)
- IRS account monitoring
- Married Filing Joint Versus Married Filing Separately recommendations
- Summer time Check-in for 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
* Includes one 1040 tax return, Schedule A, One W-2, One 1099-INT, and one State return preparation
We are happy to offer a First Responder / Military discount.
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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.
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
Payroll:
- 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
Recent Tax & Accounting News
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Avoid: Ghost Preparers
What is a Ghost Preparer? Someone who charges a taxpayers for tax preparation without signing the return. This person may
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What is an Enrolled Agent (EA)?
An Enrolled Agent has unlimited representation rights in front of the IRS and is largely considered America’s Tax Expert. This
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Tax Tip: Donating To a Charity May Decrease your 2021 Tax bill
Lower your 2021 tax bill and support your favorite charity at the time with this CARES ACT provision allowing you
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