Our Services

Learn more about how we can help you achieve your financial priorities, whether you're an individual or a business owner.

Advisory Services

Recently launched your new business, or need to get a handle on your back-office duties?

Starting at $195/month (limited time, normally $265/month)
Business Formation:
Tax Services:
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
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:
Payroll:
Setup company books
Quickbooks Online subscription
($50/month value)
Assisted or full-service
monthly bookkeeping services
Dedicated Quickbooks ProAdvisor
Monthly financial reporting
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
Get Started For Your Business

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.

The team at Boundless Advisors meeting to go over a new service offering.
A bookkeeper coding automatic bookkeeping rules.

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.

Buildings in the city.

Get started with Boundless.

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