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.
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.
Don't just take our word for it.
We're Licensed and Awarded 🥇 👍
Enrolled Agents
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. ProAdvisors
People Advisors
Boundless is a trusted advisor and a financial resource.
Our Services are Intelligently Packaged.
Tax Services
Starting at $225/year
Online Annual Tax Preparation
(federal, state, and local)
IRS account monitoring
Semi-annual 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.
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
Get started with Boundless.
