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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
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.
Individual Tax PreparationSep 10, 2019VerifiedBoundless Tax's reply
Thanks for the 5-star review, Ayesha! I enjoyed working with you and your husband to ensure your extended returns were filed on time. I hope to work together again!
License Type: Enrolled Agent (IRS) (PA)
- What should the customer know about your pricing (e.g., discounts, fees)?I don't charge per form or per hour like most tax professionals. I feel you should know what you're going to pay up-front. My pricing is completely transparent and only relies on a few different factors. When contacted, I will always provide a personalized quote. My fees start at just $135, regardless of filing status or number of forms needed. If you have a basic return, expect to pay the minimum. If your tax return is a bit more complicated, I will give you an exact price right away.
- What is your typical process for working with a new customer?Doesn't matter if you're local or not, Boundless Tax has a simple online process. Any new customer I work with will be setup on our secure client portal to share his or her documents and answer a quick tax questionnaire. A new customer will also sign an engagement letter, so both parties feel confident about our transaction. Then, I get to work! Your returns are professionally prepared and reviewed. Once they're complete, you will be immediately notified and they will be posted to the secure client portal. I take the time to personally review each return with every client, so you can rest assured you'll understand your exact tax situation when your returns are complete. After that, you will digitally sign your completed returns, pay your invoice, and viola...your taxes are done!
- What education and/or training do you have that relates to your work?I have been preparing individual and business tax 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.