Boundless Tax

Boundless Tax

5.0Exceptional(5 reviews)
Top Pro
Offers online services
Top Pro
Offers online services

About

We are a virtual-only tax preparation firm; we do not have an office. We are local to Allentown, PA, but service clients throughout the country. If you are searching for in-person services, please contact another professional. However, if you are open to a stress-free virtual tax preparation service with personalized attention from a tax expert who will prepare your return for you at a reasonable cost, look no further!

I am a friendly and knowledgeable tax professional licensed by the IRS as an Enrolled Agent. I have been preparing tax returns and helping individuals, businesses, and nonprofit organizations with tax issues for 10+ years. My mission, simply, is to make tax time easier.

I enjoy being able to provide my customers with a service that takes the stress out of yearly tax preparation. Several current clients have described my process and demeanor as "the easiest tax preparation experience they've ever had" - and that's exactly why I provide this service. I enjoy being able to give customers an accurate and thoroughly reviewed finished tax return packet.


Highlights

Current Top Pro
2 employees
6 years in business
Serves Bethlehem , PA
Offers online services

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  • Reviews

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    DE

    Doreen E.

    Dane was very easy to work with. Taxes are never fun and Boundless Tax was very helpful. I plan on using their services for years to come. Refund is on its way already!
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    May 04, 2020

    KG

    Kylie G.

    I highly recommend using Boundless Tax. I had the most professional, quick, and painless experience working with Dane. If you want your taxes filed not only correctly, but also efficiently and in a timely manner, then I would recommend Boundless Tax. Dane handled everything and made sure I was in the loop about any changes or updates made from last year.
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    May 04, 2020

    AH

    Andre H.

    This was the first time that I utilized Boundless Tax for all my business and personal tax submissions. All I have to say is WOW! From the beginning of conferring with Dane regarding my previous tax years to present time, he has created a streamlined, professional and efficient practice. I advise everyone and anyone to contact him. Up to the final stages of completion, he walked me through each step and kept in touch with me consistently, leaving no stone unturned. I felt very confident and assured that this was and is the person that I will do business with now and also in the future. I feel that others will feel the same way too. You will not regret having him take your tax affairs into his hands. Thanks again.
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    May 04, 2020

    AH

    Alan H.

    Dane has been great in formulating a strategy for completing my taxes. My first experience with Boundless Tax was exceptional, and I look forward to telling others about this company.
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    May 04, 2020

    EC

    Elizabeth C.

    Working with Dane was by far the best tax experience Ive had in my life! He is very attentive to all my questions and helped me get the best refund possible! The ease of the process made me excited for next tax season which I didnt think was possible 😂😂 Best tax service out there!
    ... Show more
    May 04, 2020

    Frequently asked questions

    I have a simple process that aims to take the stress out of tax time. Any new client I work with will be set up on our secure portal to share his or her documents and answer a quick tax questionnaire. A new customer will also sign an engagement letter, so both parties feel confident.

    Then, I get to work! Your returns are professionally prepared and reviewed. Once they're complete, you will be immediately notified and they will be posted to the secure portal for electronic signature.

    After that, you will electronically sign your completed returns, pay your invoice, and viola...your taxes are done!

    I am an IRS-licensed Enrolled Agent (EA) authorized to prepare returns and represent taxpayers before the IRS and related state and local taxing authorities. The EA designation is the highest credential the IRS awards to tax professionals. Enrolled Agents are often referred to as "America's Tax Experts".

    I have been preparing tax returns for individuals, businesses, and nonprofit organizations for 10+ years. I have worked for public accounting firms, tax preparation firms, and private organizations.

    I don't charge per form or per hour like most tax professionals - my pricing is completely transparent and up-front. I feel you should know what you're going to pay for my services.

    If you have a basic return, expect to pay the minimum fee. Items like investments, capital gains/losses, self-employment, or rental properties will raise this fee. At any time, I will give you a personalized price quote at no obligation.

    I hold a Bachelor's Degree in Accounting and Business Administration, and have worked in tax accounting since I graduated from college many years ago. I started directly out of college as a staff tax accountant at a large regional accounting firm here in Pennsylvania, preparing taxes, performing tax planning and litigation services, and educating people. From there, I moved into private industry working with a large regional nonprofit hospital & health network, again as a tax accountant.

    I work with clients coast-to-coast! Most of my clients are individuals who return in the beginning of each year for the annual tax preparation services they know and trust. About half of these clients also participate in tax planning services that occur throughout the year to ensure they are on track when it comes to tax time each year.

    I also have a handful of small business clients that trust me to provide them with accurate bookkeeping and payroll services.

    I always urge potential clients to check your professional's credentials! Most of the time, it is a simple check you can do online for yourself. For tax professionals, ensure they are an Enrolled Agent (EA), Certified Public Accountant (CPA), or tax attorney.

    Additionally, I caution potential clients not to fall for the false advertisement that one tax preparer or accountant can get you more of a refund than another. It all comes down to knowledge and trustworthiness. If your tax professional is knowledgeable, he/she will get you the best refund possible the first time around.

    Potential clients should ensure their chosen professional is a good fit for them. If you have a special tax situation that not all professionals are knowledgeable in (for example, virtual currencies), ensure your tax professional knows those niche laws and regulations.

    In addition, talk with your tax professional about your tax situation, and provide them as much information as they'd like. It may seem like we ask for a lot, but I do not ask for information I do not need. For example, I always ask for a copy of last year's return if you're a new client. This isn't because I like being a pain - this is because last year's return ensures this year's is accurate, and can hold information on items such as carryovers and losses.


    Services offered

    Business Tax Preparation
    Individual Tax Preparation
    Hr And Payroll