Boundless Tax Logo

How Boundless Tax® Works:
A Guide to Easier Tax Prep 👍

Boundless Tax® is out to change how America does their taxes. You can be one of the first to enjoy a stress-free, done-for-you tax preparation experience.

But first, how does it work?

First, simply sign up online.

Signup for Boundless Tax® takes less than a minute. ⌚
You'll receive an email almost instantly after signup asking you to activate your brand new access to our secure portal.

Second, upload your docs.

Trust us, it's as easy as it sounds.
Work at your pace to upload your tax documents 📤 to our secure portal, and answer some questions specific to your unique financial situation.

✅ You can do this on a computer or with our mobile app.
✅ Mobile app uploads are as easy as taking a few pictures.
✅ Your tax expert is always available if you have questions.

Our tax experts get to work.

Once your documents are uploaded and some questions are answered, we get an automatic notification from our intelligent portal system, and it's time for our tax expert to get to work. 👨💼

We generally have your returns ready in just a few days.

Watch your video walkthrough
& review your returns.

Your dedicated tax expert will send a video walkthrough of where you stand financially, in a format that's easy to digest. 📺

You'll also get our Growing Forward letter outlining tax planning strategies
that may be of use to you. 📄

Then, we'll ask you to review your returns and digitally sign them.

You're done!

Once you review your tax returns, we handle the rest. 👍

✅ Your returns are electronically filed with the IRS, states & localities.
✅ Digital copies of your returns are always available in the secure portal.
✅ You get your refund via direct deposit or check. (If entitled)

© 2020 Boundless Bookkeeping & Accounting LLC. All rights reserved.
Boundless Tax® is a registered trademark (®/™) of Boundless Bookkeeping & Accounting LLC.
Made with ♥ in Bethlehem, Pennsylvania.