Frequently Asked Questions

We get a lot of questions.

Boundless Tax will always take the time to answer your questions, so we figured we would put together a list of the most frequently-asked questions here.

Enrolled Agent (EA) is a prestigious designation from the Internal Revenue Service. EAs must pass a rigorous examination, a background check, and meet lengthy annual continuing professional education requirements. That’s why EAs account for less than 10 percent of all tax practitioners – and are considered a cut above the rest. By selecting an Enrolled Agent to handle your taxes, you are assured a superior level of taxation expertise – so you can be confident of thorough, insightful service and uncommon professionalism that makes a real difference.

Anyone can verify our professional licensure by going to the IRS website here and looking us up.

We are here for you twelve months a year, not just during tax season.

Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call. We also prepare tax returns year-round, so even if your return is extended or you may have missed the deadline - we're still here!

We maintain a policy of the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – even relatives, associates or friends who might have referred you to us.

The Enrolled Agents at Boundless Tax advise, represent, and prepare tax returns for individuals, partnerships, corporations,  and other entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually-changing field of taxation enables them to effectively represent taxpayers audited by the IRS. Our firm’s seasoned professionals are experts in all areas of taxation.

Individual Services:

  • Federal, State & Local Returns
  • Rental Income
  • Self-Employment
  • Itemized Deductions
  • Audit Representation
  • Tax Planning
  • Tax Notice Response Services
  • IRS Representation
  • Estimated Tax Payments
The Enrolled Agents at Boundless Tax advise, represent, and prepare tax returns for individuals, partnerships, corporations,  and other entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually-changing field of taxation enables them to effectively represent taxpayers audited by the IRS. Our firm’s seasoned professionals are experts in all areas of taxation.

Business Services:

  • Corporate Returns
  • LLC Returns
  • Partnership Returns
  • Payroll Tax Returns
  • Sales Tax Returns
  • Federal & State Returns
  • Corporate Formation Services (LLC, S-Corp & C-Corp)
  • Nonprofit Organization Formation Services
  • Tax Planning
  • IRS Representation
  • Estimated Tax Payments

Because of their expertise in taxation, the Enrolled Agents at Boundless Tax are well-suited to provide tax planning services. The best way to enhance your tax position is with careful planning – to ensure you will be prepared when tax time rolls around. Our firm offers a full range of planning services including, but not limited to:

  • Individual Tax Planning
  • Business Tax Planning
  • Business Organization
  • Rental Properties
  • Retirement
  • Investments
  • Education Planning

Boundless Tax is proudly headquartered in Bethlehem, Pennsylvania. Although we are headquartered here, our tax professionals generally enjoy work-from-home capabilities, since they are completing returns virtually.

We do make some exceptions to our virtual tax preparation services for those in our local area, but these exceptions are generally clients who have been with Boundless Tax since before we switched to a completely virtual business model. To support these clients, we utilize shared office locations in Allentown, Bethlehem, and Doylestown, Pennsylvania.

Please see the licenses page to view information about all the licenses our professionals hold.

Please see the awards page to view information about all the licenses our professionals hold.

Not at all! Our pricing applies regardless of filing status. Whether your single, married, head of household, or a surviving spouse, it's all the same.

Yep! Whether you itemize your deduction or take the standard deduction (like over 90% of taxpayers do), our pricing remains the same.

Sure is! For our individual clients, our pricing includes a Federal 1040 return, one state return, and one local return all for one price. If you have to file in more than one state, additional state returns are just $49 each.

For business clients, one state return is included. Additional states or necessary local returns are $99 each.

There are no other required fees. We only offer two optional fee-added services: (1) mailing paper copies of your returns to you incurs an $8.95 mailing fee, and (2) deducting your tax preparation fees from your Federal tax refund, which incurs a $20 additional fee that our bank charges us.

Yes! Our services include a complimentary pre-recorded video review of your tax returns from your tax expert. These are a brief overview of your unique tax situation, and are generally about 10-15 minutes long.

We use a secure client portal for everything. You'll start by answering some questions and uploading documents here. Then, you'll review, sign & pay here as well. You can even securely message your tax expert anytime.

You do! It's actually the law! We will upload electronic copies of your tax returns to the secure portal. Your login is yours forever, so your returns are always available. If you would like copies mailed to you, there is just a small $8.95 charge to cover the cost of postage.

An IRS-licensed Enrolled Agent prepares and reviews your tax returns. Our tax experts all have years of experience and adhere to stringent continuing education requirements. This means they're knowledgeable on the latest developments in tax rules and regulations.

Everyone has two options here. You can pay online via credit/debit card in the secure client portal, or you can elect to have our tax preparation fees deducted from your Federal tax refund (if you are receiving one). An additional $20 fee applies to deduct our fees from your refund.
We sure are! We no longer hold in-person meetings, so you'll only ever virtually meet your tax expert. We have invested heavily in secure technologies to offer our services 100% online. And all of our tax experts work from the comfort of their own home, keeping them safe as well.
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Expert Tax Preparation, Priced for Everyone.

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