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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 $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.

Starting at $195/month(limited time, normally $265/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.
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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.

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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.
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Get started with Boundless.

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