The October 15th extended deadline is approaching!
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Awards & Licenses

Awards

Our Enrolled Agents are Getting Noticed!

Boundless Tax and our Enrolled Agents have generated some awards and press for changing the tax preparation game.

Thumbtack Top Pro

Boundless Tax is a Top Pro.

In July 2020, we were recognized by Thumbtack, a website that connects individuals seeking professionals for various jobs. The top pro designation is a very prestigious award that only a mere 4% of the professionals listed on Thumbtack ever receive. It showcases our large number of 5-star reviews, along with consistent response times to customer inquiries of less trhan four hours, among other criteria.

Best Digital Professional Tax Preparation Services.

Boundless Tax is truly a best-in-class digital professional tax preparation service. We are first in our field with new developments and embrace new technologies everyday.

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Tax Returns Filed

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Tax Resolution Cases
Established in 2018

We've provided the best tax preparation services since 2018.

Licensed

License our entire staff in every service we provide - tax preparation, resolution, bookkeeping, and payroll.

150 Clients

Bypassed 150 clients in our first year of business. Word travelled quickly about our great service!

Awarded

Earned our first award in 2019 from Picnic Tax for being a top tax accountant in the Philadelphia region.

New Platform

Completely develop a new tax preparation platform to make our processes even more simple & streamlined.

Licenses & Certifications

Certified and Licensed in Everything we do.

Boundless Tax is certified and licensed in all areas of tax preparation, bookkeeping, and payroll.

Enrolled 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.

To 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).

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.

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.