Our Licenses & Certifications

licenses, certifications, and awards – oh my!

Mom always told us not to toot our own horn, but we’re going to anyway.

licenses + certifications.

IRS Enrolled AgentEnrolled Agents are America’s tax professionals. We are licensed directly by the Internal Revenue Service (IRS) and have “unlimited rights of practice” before the IRS and related state and local taxation authorities. This means the tax professionals at Boundless can not only prepare and file your tax returns, but can represent you before the IRS and other taxation authorities, as well as respond to those pesky tax notices on your behalf.


To become Enrolled Agents, all of our tax professionals must pass a rigorous 3-part examination administered by the IRS. This is taken over the course of one year or more, encompassing and testing a wealth of tax knowledge on individuals, businesses, and non-profit organizations. Once licensed, all Enrolled Agents must comply with equally rigorous Continuing Education requirements to ensure we are staying up-to-date with the latest changes in tax rules, laws, and regulations.


We welcome potential clients to check on our license on the IRS website by clicking here.

Licenses - IRS Authorized eFile ProviderTo be able to file your returns electronically, the IRS mandates that tax professionals and firms enroll to become an IRS-Authorized eFile Provider. This authorization shows that we have passed all background and licensing checks conducted by the IRS, and that the IRS is satisfied with our commitment to maintain the security and privacy of our clients’ data. All tax professionals who plan to electronically file tax returns each year must file with the IRS for eFile authorization.

We welcome potential clients to check on our firm's eFile license on the IRS website by clicking here (we're the top result).

Licenses - Quickbooks ProAdvisorAll expert bookkeepers at Boundless are also licensed Quickbooks ProAdvisors in Quickbooks Online (QBO). The Quickbooks ProAdvisor designation is issued directly by Intuit, the software company behind Quickbooks (as well as TurboTax and budgeting software Mint).

The Quickbooks ProAdvisor designation must be renewed annually. Initial certification involves studying for and passing an eight-part online exam testing one’s knowledge of the Quickbooks software inside and out. Upon annual renewal, candidates must take a “refresher” course on what’s new in the software.

Check out our listing in the Intuit Quickbooks ProAdvisor directory by clicking here.

Licenses - Patriot AdvisorAll payroll professionals at Boundless are licensed as Patriot Software Certified Advisors. Patriot Software is our recommended software (and the one our firm uses) to provide electronic payroll services to our clients.

This software allows us to process payroll efficiently and correctly, and Patriot Payroll’s customer support is continuously rated as the best in the payroll industry. To be licensed, candidates must take an exam on the software to prove knowledge of how to operate various functions.


Thumbtack Top Pro 2020 BadgeAs a firm, Boundless is a professional member of the Thumbtack community. This membership allows our firm to further market our tax, bookkeeping, and payroll services to a wider market.


In addition, as of July 2020, we are listed as a Top Pro on Thumbtack. This honor is only bestowed upon 4% of Thumbtack's professionals, and showcases consistent 5-star reviews from customers and response times to customer inquiries of less than four hours, among other criteria. To even be a listed as a Thumbtack Professional, licenses and certifications must be verified, and service providers must score consistently high on customer reviews. As such, our listing as a Top Pro on Thumbtack is proof of our thorough commitment to customer and client satisfaction.


Check out our firm's Thumbtack directory listing by clicking here.

Best of Thervo 2020We are also listed on Thervo, a similar marketplace to Thumbtack, and have earned the Best of designation, speaking to the high quality of service we provide each and every client.

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