Tax professional reviewing documents with a client

Income Tax Preparation

Personal, Farm & Small Business Returns

Our experienced team handles a wide range of tax returns — from simple personal filings to complex farm and small business situations.

Experienced Tax Professionals

Kelsey Service Agency, Inc team members have vast experience in personal, farm and small business returns, but can also prepare some smaller corporate and trust returns along with preparing information reporting forms (1099's, W2's & transmittal), payroll and quarterly reports and sales and excise tax returns, to name a few.

We stay current on the latest tax laws and regulations so you don't have to. Whether you're a first-time filer or have a complex multi-entity situation, we're here to help you get the most out of your return.

Full-Service Tax Filing

What We Prepare

A full range of tax services for individuals, farms, and businesses.

Personal Returns

Federal and state individual income tax returns for South Dakota residents.

Farm Returns

Specialized farm income and expense reporting, Schedule F, and agricultural tax planning.

Small Business Returns

Sole proprietor, partnership, and small business tax preparation.

Corporate & Trust Returns

Smaller corporate and trust returns handled with care and accuracy.

Information Reporting

1099s, W-2s, transmittal forms, payroll reports, and quarterly filings.

Sales & Excise Tax

Sales tax and excise tax returns for businesses operating in South Dakota.

Be Prepared at Tax Time

Download the forms you need

Use these resources to organize your information before your appointment. The more prepared you are, the smoother the process.

1099 Worksheet

For reporting miscellaneous income.

Tax Return Organizer

Gather all your documents in one place.

3rd Party Consent Form

Authorize us to share your return with a third party.

Before You File

Gather All Year-End Income Documents

As taxpayers are getting ready to file their taxes, the first thing they should do is gather their records. To avoid processing delays that may slow their refund, taxpayers should gather all year-end income documents before filing a 2021 tax return.

It's important for people to have all the necessary documents before starting to prepare their return. This helps them file a complete and accurate tax return. Here are some things taxpayers need to have before they begin doing their taxes.

  • Social Security numbers of everyone listed on the tax return. Many taxpayers have these numbers memorized. Still, it's a good idea to have them on hand to double check that the numbers on the tax return are correct. An SSN with one number wrong or two numbers switched will cause processing delays.

  • Bank account and routing numbers. People will need these for direct deposit refunds. Direct deposit is the fastest way for taxpayers to get their money and avoids a check getting lost, stolen or returned to IRS as undeliverable.

  • Don't have a bank account? Learn how to open an account at an FDIC-insured bank or through the National Credit Union Locator Tool. Veterans can access the Veterans Benefits Banking Program.

  • Forms W-2 from employer(s).

  • Forms 1099 from banks, issuing agencies and other payers including unemployment compensation, dividends, distributions from a pension, annuity or retirement plan.

  • Form 1099-K, 1099-MISC, W-2 or other income statement for workers in the gig economy.

  • Form 1099-INT for interest received.

  • Other income documents and records of virtual currency transactions.

  • Form 1095-A, Health Insurance Marketplace Statement. Taxpayers will need this form to reconcile advance payments or claim the premium tax credit.

  • Forms usually start arriving by mail or are available online from employers and financial institutions in January. Taxpayers should review them carefully. If any information shown on the forms is inaccurate, the taxpayer should contact the payer ASAP for a correction.

Copied from irs.gov — visit this page at the link provided.

Ready to get started?

Contact us today to schedule your tax preparation appointment.