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Individual Tax Preparation
I had an amazing call with Dane. He answered all of my questions and made me feel very confident moving forward. I will definitely be working with him in the future.Jul 8, 2019VerifiedBoundless Tax's reply
Thanks for the awesome review, Michelle! I look forward to working with you more in the future and wish you the best of luck with your new business.
Boundless Tax is the way to go! I ran two small businesses that were managed by this company. Replies to any questions I had were quick and knowledgeable. My books were kept accurate and taxes were effortless thanks to Boundless Tax. I recommend this company to anyone looking for help! You will not be steered wrong.Apr 26, 2019Review from Google
License Type: Enrolled Agent (IRS) (PA)
- What should the customer know about your pricing (e.g., discounts, fees)?No matter which service you're inquiring about, my pricing is completely up-front and transparent. I don't want to nickel-and-dime you, so there are no surprises here! For individual tax preparation services, my fees are according to your Federal filing status: >> Single: $95 >> Married or Head of Household: $135 Additionally, there are a few items that require lots of preparation time, and that I must charge a bit additional for: >> Earned Income Credit (EIC) +$20 >> Schedule C (self-employed or freelancer) +$60 If you're not sure what you need, just let me know and I'll get you on the right track, plus provide a free, custom quote with no obligation. For payroll services offered to small businesses, I am completely up-front with VERY simple pricing: $5/employee + $35/month for full-service, locally-processed payroll. The full-service payroll packages are great, and include: >> Direct deposit and/or paper checks >> Paper check mailing service at no extra charge >> Paper check drop-off service (additional fee) >> Payroll tax monitoring and payment at no extra cost >> W-2/1099 issuance and reporting at no extra cost >> Time tracking solutions (additional fee) Payroll also has a one-time $75 setup fee. If you're a small business that is starting to run payroll for the first time, I can also help get you set up with the proper registrations and ensure everything starts off on the right foot. I also offer a whole suite of full-charge bookkeeping services, but since every business is unique, just contact me for a free, custom no-obligation quote.
- What is your typical process for working with a new customer?I can work locally in-person or virtually across the country performing any of our services. Boundless is based in Pennsylvania but has clients as far as New Mexico. For tax prep, Boundless has a completely online, painless process. You will work with the smart online tax organizer, which will ask you questions necessary for me to prepare your tax returns accurately, then will ask for digital copies of your tax documentation. After this is completed, I upload all your documentation to a secure client portal that you can access at any time. Once the preparation process starts, I will be in contact through this portal and via phone if needed to communicate where I am in the process. If I have any questions along the way, you will be informed at every step of the process. Once your tax returns are completed, you will be immediately notified and they will be posted to the secure client portal where you can review them before they're filed. You also will have the opportunity to meet with me via live online chat, video chat, telephone, or in-person (if you are local) to review your return and ask questions. For payroll and bookkeeping services, I would schedule a phone, video or in-person consultation to determine which of my services best fit your needs. A day or two afterward I send you a custom-crafted quote with information on each of our services and what to expect. If it's agreeable, I'll send over a digital engagement letter for you to sign, and I'll get started straight-away.
- What education and/or training do you have that relates to your work?I have been preparing individual, business, and not-for-profit returns for 10+ years for mid-size accounting firms and private organizations. Additionally, I am an Enrolled Agent registered with the IRS to prepare tax returns and represent clients on any tax matters (also known as "unlimited rights of practice before the IRS"). I also currently hold a position as a tax accountant for a large, regional not-for-profit that utilizes the same tax skill set. I have also been performing bookkeeping and payroll services for the same amount of time. I am a Quickbooks ProAdvisor and a Patriot Payroll Certified Advisor, meaning I can offer exceptional service with superior products at an affordable cost.