Boundless Advisors Wenatchee

About

Boundless Advisors is a Virtual firm focused on Tax Advising via Tax Preparation and Tax Representation services delivered by Enrolled Agents utilizing technology to increase the client experience and client communication. Nicole, the firm owner, believes \ the old model of speaking with your tax preparer once a year is outdated and that tax preparation should be more relational and less transactional. We want each of our clients to minimize their taxes by utilizing legitimate tax planning strategies.

English

FAQs

Interview quote

There are only two guarantees in life: Death and Taxes. Let me assist you with the taxes part.

Why do customers choose you?

I offer a custom solution to solve clients' problems as well as ease of use of our portal and other technology we use plus we are a one-stop-shop. As an Enrolled Agent, I have unlimited representation rights in front of the IRS and most state tax agencies allowing me to negotiate and represent you, with the appropriate signed paperwork.

What do you consider a fantastic customer experience?

A client who has clear visibility into where we are now, where we are going, and at least a rough idea of how we are going to get there. I don't want to bog you down with details, but I want my clients to have the 500-foot view of the path we are going to take to resolve their tax stressor.

How can you help businesses develop?

I can give business owners back more time to focus on the things that actually make them money. They can focus on finding more clients and increasing sales while I can keep them in tax filing compliance with the IRS and State along with giving them strategies to decrease their tax burden.

Credentials

Enrolled Agent (EA)

Company members

Location

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