Boundless Advisors

Ms. Rosen prepared our Federal and non-resident state returns in a speedy manner. She answered our questions, guided us in compiling appropriate data for returns, and made the tax preparation process as painless as possible. The additional planning information provided for the 2026 tax year assisted us in understanding what tax effects to anticipate.

Oklahoma State tax has been very difficult to understand for us as non-residents of the state. Nicole’s experience with the Oklahoma Tax Commission made the process so much easier and also saved us money!

They were awesome to work with it was easy to get them the paper work they needed with uploading the documents they needed. Always had a great answer for all my questions I had

Nicole has been great through the whole process. I cant thank her enough for helping me. I highly recommend her

The tax team was EXTREMELY professional in every way. They help me to understand what I needed to do in order for me to set-up my payment plans with the IRS and the PA dept. of rev. They keep me informed of all was that was to be done for this somewhat long process. I'm so grateful that I had this team to represent me.

got a payment plan going with the IRS and levy release on state tax

Nicole and her team were very professional and assisted me with my problems (helping me obtain a payment plan with the IRS.

Was the power of attorney to talk to IRS and handle all their requests and demands.
She was very knowledgeable and responsive.

Tried solving past due tax myself by got to confusing. Getting help through the professional by coming up with a payment plan was a relielf.

Diligent work for us on our back taxes.

Very fast and accurate work. Very polite and a reasonable price

I want to thank Nicole and Jennifer for assisting me Jennifer has gone far beyond, she has been patience and great as I am senior citizen. Nicole has been a great back up.

She explained what this happened and suggested a solution

The tax professional researched, completed, and helped file 5 years of my past due taxes. She got me all caught up. Thank you for all your hard work and determination to get this done. You did a great job.

Good experience and very helpful gave me good options

Nicole saved me a headache and some time by filling out my W2 paper work!

Nicole was very responsive, and had innovative solutions. She always took time with us to explore solutions for our unique situation.

I have gone to Nicole the last couple years and plan on continuing to utilize her expertise. She offers professionalism and is flexible while information is being gathered. She does speedy work and gives thorough explanations when questions are asked.

Nicole was one of several tax professionals who contacted me after I requested referrals to professionals that could help me with filing my late Federal taxes. She asked questions about my situation, income, forms and such I received, then quoted me what I felt was a very reasonable price. She has 19 years experience in her field. I felt very confident that she would do (and did) a great job for me. She is a great communicator, very fast, and helped me with using the online app. I found the whole process painless and relatively easy. She has now completed both of my late returns. I am no longer dreading another upcoming tax season and so happy Nicole has me back on track. I highly recommend her!