Individual Tax Services

Take the stress out of tax season with Boundless Advisors' Individual Tax Services. Our credentialed professionals are ready to handle all your tax needs with precision and expertise, offering 100% online tax preparation for both federal and state returns. Beyond mere virtual tax prep, our service includes IRS account monitoring, semi-annual check-ins, and annual tax planning sessions to keep you informed and proactive year-round.

But that's not all – we also provide comprehensive tax representation and resolution services for individuals facing complex tax situations. Our Phase 1 Discovery process involves a thorough analysis of your IRS filing history, with the option to achieve collections holds if needed. With 24/7 access to a secure portal and a dedicated Enrolled Agent tax advisor, you can trust Boundless Advisors to navigate the intricacies of tax representation with ease. Plus, with optional bank products like fee withholding from refunds or tax refund loans, we offer added flexibility to suit your needs. Don't waste another minute worrying about your taxes – let Boundless Advisors handle them for you.