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Boundless Advisors Omdömen 17

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TrustScore 4.5 av 5

4,3

Skattefrågor
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Företagsinformation

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Skrivet av företaget

Boundless Advisors is a 100% virtual tax preparation and tax representation firm leveraging state-of-the-art technology to increase the user experience. Our fir is comprised of Enrolled Agents. We believe that the art of tax preparation should be more than a 1x/year conversation. Located in Washington state we provide services for U.S. taxpayers all over the globe using our secure portal.

Kontaktuppgifter

4,3

Utmärkt

TrustScore 4.5 av 5

17 omdömen

5 stjärnor
4 stjärnor
3 stjärnor
2 stjärnor
1 stjärna

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Betygsatt 4 av 5 stjärnor

It was a long process however they…

It was a long process however they really helped me and my situation

24 april 2026
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Svar från Boundless Advisors

Hi Tracy!

Thank you for taking the time to leave a review. We really appreciate it!

We do want to address your statement about it being a long process.

When a taxpayer runs into any sort of tax issues, it can take time to resolve them, depending on what specific services are needed. The IRS and any State agencies are large with many departments and can move slowly.

For context, we were assigned your case by our marketing partner in late December 2024. We had all tax returns ready for you to review by March 12th, 2025.

The files were not approved until March 31st, 2025. This was multiple years of tax returns some could be mailed and some could be electronically filed.

We, always have taxpayers mail their own returns so, the taxpayer has more control over when they get mailed. The paper returns were mailed May 2025.

The IRS finished processing them in Septemberr 2025 and we worked through resolution once the returns posted.

We prepared 6 years of tax returns and completed state and federal resolutions in about 14-16 months total.

This type of case cannot be done all at once because we have to take an action, wait for the agency to respond, and then move forward with the next step or phase.

Even though the case is closed, we have offered to continue to monitor your IRS Master file for an additional few months.

Thank you for taking the time to leave a review. I hope this bit of clarfication is helpful.

Betygsatt 5 av 5 stjärnor

Caring and competent

Caring and competent. Detail oriented. Lots of checking in and making sure they were accomplishing my main objective.

15 januari 2026
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

I am extremely grateful with Ms.Nicole…

I am extremely grateful with Ms.Nicole Rosen, Jennifer Peyton and Ms.Becky Tiblow for assisting me settle with IRS regarding my debt to IRS.It was really challenging experience for me but they were very accommodating,comforting and answered my questions very fast.Lastly, helping me reduce my debt and penalties and settled the lowest payment possible for the IRS.Exrremely grateful with this team.❤️

21 oktober 2025
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

Helpful

I had a great experience with Jennifer Payton and Nicole Rosen. They were both very helpful on filing my taxes.

13 oktober 2025
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Betygsatt 1 av 5 stjärnor

My wife and I began working with Nicole…

My wife and I began working with Nicole earlier this year, all was good at first but then Nicole and her team completely ghosted us and fell off the face of the earth. I hope all is okay because we have no idea what is going on and have still heard nothing. I can't tell you how good she is at her job but i doubt the job will get done. 0/5

1 augusti 2024
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Betygsatt 1 av 5 stjärnor

I did not use Boundless advisors this…

I did not use Boundless advisors this year. In 2023 I ended up having to file through TurboTax because Nicole did not complete the return on time. As others stated, she disappeared and would not respond to messages. She also promised to complete my local taxes for me, and did not, I had to file those on my own as well and they were late!
I understand the need for a work-life balance, but as a tax accountant you are extremely busy for about 4 months of the year. To be successful, you need to provide more time to your clients and finish the job during tax season.

16 april 2023
Omdöme utan inbjudan
Betygsatt 1 av 5 stjärnor

Nicole Disappeared Mid-Taxes

This year my husband and I tried catching up on our taxes from previous years so we used Boundless Advisors. Nicole took us through the entire process, all the way to the finish line, and just before completing all of our taxes, Nicole fell off the face of the earth, even after we paid for the services. It has been 3 months and I still have not heard back from her.

6 juli 2023
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Betygsatt 5 av 5 stjärnor

Highly recommend Boundless Advisors!

I found Nicole with Boundless Advisors through a private group on Facebook and decided to hire her despite doing my own taxes previous years. It was such a pleasant experience working with her that she has gained a new client going forward. Friendly, responsive and was very thorough to make sure we received our biggest refund possible. Thank you Nicole!!

1 april 2023
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Betygsatt 1 av 5 stjärnor

Unfortunately unlike the previous…

Unfortunately unlike the previous reviews my experience since Nicole took over Boundless has been less then positive. I had been a client of Boundless for a few years when Dane owned the company, he was knowledgeable, professional and was able to cure any tax anxieties I had. Currently my husband and I are now dealing with an issue of Nicole ghosting us. We submitted everything for our 2022 returns, she told us she would send over our final review the next day (which she did not) and has not contacted me or responded to my messages for the last 3 weeks. Our 2022 taxes are still not complete and I have not received any response to my numerous inquires.

8 april 2023
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

Definitely recommend this service

Nicole was amazing and the boundless tax app made uploading all the forms simple and easy. Prompt communication, all questions or concerns answered and explained. Definitely recommend using this service for hassle free confident tax services.

1 april 2023
Omdöme utan inbjudan
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Svar från Boundless Advisors

Thank you for the kind words! I loved working with your family and hope to see you for many years to come!

Betygsatt 5 av 5 stjärnor

Wonderful Experience with Boundless Advisors

Nicole has been wonderful with handling my tax returns. She was quick, efficient and communicated every step of the way. She even found money that I should have been owed money for 2020 which is a huge plus! I would recommend her and Boundless Advisors to everyone!

4 februari 2022
Omdöme utan inbjudan

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