Boundless Advisors

Book meetings online with Boundless Advisors.

Phone Call

A 15-minute telephone appointment with a Boundless Advisor. Please note that if you're not an existing client, no tax, accounting, or payroll advice will be given over the phone.

Existing Client Meeting

An opportunity for existing clients to meet with their Boundless Advisor for up to 30 minutes.

Discovery Call (Resolution)

This is a one-hour Discovery meeting for clients who need several years of unfiled taxes or representation work. The fee for a Discovery meeting is $275 and $425 for both federal and state. Fifty percent of the discovery fee is credited toward any representation work.