Individual Tax Pricing

We are pleased to offer four distinct plans for tax preparation, each uniquely designed to serve the specific needs of our range of clients.  Everyone's needs are unique.  We can modify each the below plans as required.  Fees for additional forms, services, or outcomes will be charged either by the form or at an appropriate hourly rate.  

Starting at $150

"Base"

  • Designed for the basic wage earner or early retireee. 
  • If you are an individual or married couple who require a relatively simple return, including a W2, and some 1099s. Or, if you are retired, nearing retirement or receiving Social Security or Medicare, this plan is also probably for you. 
  • Rapid drop-off and pick-up.  No meetings required, but an optional Exit Appointment is available.  Includes input forms (W2, 1099-INT, 1099-DIV, 1099-SSA and 1099-R).  Includes a personalized review for maximum deductions.
  • Includes Forms:

					
1040 
Schedule B - Interest & Dividends
Schedule D - Capital Gains & Losses
   
Starting at $225

"Base with Dependents"

  • Designed for the family with dependents.  Rapid drop-off and pick-up.  No meetings required, but an optional Exit Appointment is available.   
  • Includes a personalized review for maximum deductions.
  • Includes Forms:
  • ALL FORMS FROM BASE PLUS
    Schedule EIC - Earned Income Credit
    8812 - Child Tax Credit
    2441 - Child Care Credit
    8867 - Due Dilligence Checklist
    8863 - College Credit Form
Starting at $799

"Complex"

  • Designed for the individual or family with dependents with substantial, diversified assets.  You have substantial, qualfiied deductions worth itemizing.  Maybe overseas travel or income to report, or multiple corporate sponsored retirement accounts or health spending accounts.
  • Includes all the services from the "Base with Dependents" plus: 
  • August checkup one on one
    Late Year Tax Planning Meeting 
    Customized Organizer
    Exit appointment with CPA Complete Tax Analysis
  • Includes Forms:

					
Schedule A - Itemized Deductions
Schedule C-EZ - Profit and Loss
Schedule E-EZ - Supplemental Income
5329 - Qualified Retirement Plan Income
2555 - Foreign Earned Income
1116 - Foreign Tax Credit
8889 - HSA Accounts
8606 - IRA 
   
Starting at $999

"Investor"

  • For the "Qualified Investor" who demands the most comprehensive tax saving strategies.  If you have sold a business or are planning to sell a business. 
  • Includes all the services of our Complex offering
  • Includes Forms:
  • ALL FORMS FROM "COMPLEX" plus
    Schedule D - Capital Gains & Losses
    4797 - Sale of Business Property
    6251 - Alternative Minimum Tax
    6252 - Installment Sale Income

A la Carte Pricing

  • Consult with Senior CPA - $200 per hour
  • Consult with CPA or Enrolled Agent - $125 per hour
  • State Tax Returns - $65 for each state


Available Discounts

  • 10% - Extension discount (file an extension)
  • 10% - MILITARY discount (applies to active duty and veterans)
  • Long-term client discounts available


Get In Touch

At Simmons and Silver CPA, PC, we've been serving the accounting needs of Sturgis, SD and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

Simmons and Silver CPA, PC

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F: (605)347-9156
E: brandon.silver@simmonsandsilver.com

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