Our Services
Learn more about how we can help you achieve your financial
priorities, whether you're an individual or a business owner.
Tax Services
We’re more than just virtual tax prep!
Starting at
$250* /year
$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.
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
$245/month
(limited time, normally $395/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
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
Business Tax & Advisory Services
Our business tax and advisory services provide small business owners with a trusted, dedicated advisor who can help you understand the ins-and-outs of business taxes.
Business Tax Filing & Compliance
As part of our business advisory package, we'll take care of filing your annual business tax returns, and ensuring your business is continually compliant with all tax rules and regulations.
Business Advisory Services
We can also become your trusted advisor on all financial and tax-related decisions, guiding strategy calls and reviewing tax and financial systems to ensure your business runs as smoothly as possible.
Business Bookkeeping & Payroll Services
The dreaded part of running a business for most new business owners is the back-office accounting work. If you’re not a bookkeeper, chances are you don’t find it exciting. But we do!
We are Quickbooks ProAdvisors that can help with system setup, bank reconciliations, accounts payable, accounts receivable, reporting, and more monthly or quarterly bookkeeping duties. We can even serve as your full-charge bookkeeper, so you can rest easy having your own licensed professional bookkeeper. It’s like having your own accounting department without actually having one!
Business Formation Services
We’ve all been there as business owners: you have an idea, do the research, and now it’s time to officially start your business. Congratulations! It’s a time for tons of excitement, but we also know it’s a frightening moment. We can help with getting your business formed the right way (and legally of course). From partnerships to LLCs to corporations and everything in between, we can get your new business formed and registered every way it needs to be.
Get started with Boundless.
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If you’re an existing client, please login to the client portal to send your advisor a secure message.
