Individual Tax Pricing
|
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.
"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:
"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 PLUSSchedule EIC - Earned Income Credit8812 - Child Tax Credit2441 - Child Care Credit8867 - Due Dilligence Checklist8863 - College Credit Form
"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 MeetingCustomized OrganizerExit appointment with CPA Complete Tax Analysis
- Includes Forms:
"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" plusSchedule D - Capital Gains & Losses4797 - Sale of Business Property6251 - Alternative Minimum Tax6252 - 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!