Individual
Taxes
Our individual tax services cater to the unique needs of each client. Whether you're dealing with employment income, investments, or real estate, we provide personalized advice and efficient tax return preparation.
Tax Return
Filing
Ensure accurate and timely filing of tax returns, with electronic filing for faster refunds.
![Clock and checklist on document, representing tax deadlines or timely tax services](https://static.wixstatic.com/media/791430_fc59ef781ebf47d190117c556f443e3e~mv2.jpg/v1/fill/w_141,h_141,al_c,q_80,usm_0.66_1.00_0.01,enc_avif,quality_auto/IMG-20240105-WA0058_edited.jpg)
Estimated Tax Calculations
Calculate estimated taxes for self-employed individuals, reflecting their business realities.
![Tax form with dollar sign, symbolizing tax calculations or financial assessments](https://static.wixstatic.com/media/791430_368cc78b09304111bc5cd80b20743bed~mv2.jpg/v1/fill/w_136,h_136,al_c,q_80,usm_0.66_1.00_0.01,enc_avif,quality_auto/IMG-20240105-WA0059.jpg)
Proactive Tax Planning
Develop tailored tax strategies aligned with individual financial goals and year-end planning needs.
Introducing Silvers Financial Tax Strategy & Filing Services
Tax Preparation, Filing, and Representation
Our comprehensive Tax Packages encompass planning, advising, preparation, and filing for both your business and family. Plus, we're here to provide expert representation should you face an audit by taxing authorities.
Tailored Business Tax Packages
Personalize your service package by incorporating additional offerings like financial consulting and bookkeeping & accounting services.
Individual Tax Essentials
Streamlined Tax Preparation for Simplified Need
Starts at
$500/year
Typical range: $500 - $1,000
Ideal for those with basic tax needs:
Tax Strategy Includes:
-
Standard Form 1040 individual tax returns
-
Expedited Tax Process for straightforward cases, fixed at $500
-
Special rates for children and students: $300 - $400, based on the complexity of their tax situations
Individual Tax Premium
Comprehensive Tax Solutions for Complex Scenarios
Starts at
$800/year
Typical range: $800 - $1,200
Suited for more intricate tax requirements
Tax Strategy Includes:
-
Multi-jurisdiction tax filings including state and city
-
Complex investment scenarios: K-1s, rental properties, small business considerations
-
Financial events such as stock and asset sales, day trading, crypto transactions
-
Foreign income and investments, including FBAR and FATCA compliance
-
Fee adjustments for additional state/local returns and complex tax scenario
*The provided average pricing is intended to provide you with a ballpark estimate of the investment in a strategic tax partner like Silvers Financial Services. Your final pricing will be tailored to your specific tax requirements, including any optional add-ons. A personalized plan will be created for you during your complimentary strategy session.
Each Plan Includes
-
Annual Proactive Tax Planning Session
-
Income Sources and Deduction Opportunities Review
-
Year-End Tax Optimization Opportunities
-
Comprehensive Review for Tax Credits and Incentives
-
Guidance on Retirement Contributions and Implications
-
Compliance with Evolving Federal, State, and Local Regulations
Optional Add-Ons
-
Investment Income and Tax Implication Analysis
-
Specialized Rental Property Tax Management
-
Educational Savings and Tax Planning Strategies
-
Estate and Inheritance Tax Planning Assistance
-
Tax Resolution and Negotiation Service