Individual Tax Services
Precision tax work for every individual situation.
Whether your return is straightforward or genuinely complex, you deserve a CPA who takes it seriously — not a software program.
Our Approach
Not all individual returns are the same.
A W-2 with a few deductions is very different from a return involving rental properties, stock options, partnership income, or a major life event. Both deserve precision and care — but they call for very different levels of engagement.
At Spartan Tax Group, we serve individual clients across the full spectrum. For those with straightforward returns, we offer flat-fee tax preparation with the same accuracy and attention to detail you would expect from a top-tier firm — no upsells, no surprises, just a clean and correct return.
For individuals with more complex financial lives — multiple income streams, significant investment activity, rental portfolios, or situations that require year-round guidance — membership may be the right fit. As a member, you get the same proactive, year-round partnership we provide to our business clients.
The Right Fit
“Not everyone needs a membership — and we will tell you that honestly. What everyone deserves is a CPA who actually looks at their return, not just processes it.”
Two Ways to Work With Us
Find the right fit for your situation.
Flat-Fee Tax Preparation
For straightforward individual returns.
A clean, accurate individual tax return prepared by a licensed CPA. No software shortcuts, no rush — just a properly filed return at a transparent price.
- W-2 income and standard deductions
- 1099 income (freelance, contract work)
- Basic investment income
- Simple life events (marriage, new dependent)
- First state return included
Starting at $550
Individual Membership
For complex individual financial situations.
For individuals whose financial lives have grown beyond a simple annual filing — rental portfolios, significant investments, multiple income streams, or anyone who benefits from year-round strategic guidance.
- Rental property income & depreciation
- Stock options, RSUs & investment planning
- Multiple income streams or entities
- High-net-worth tax planning
- Year-round access & planning sessions
Monthly membership — flat fee, no billable hours
Individual tax situations we work with.
W-2 & Salaried Employees
Accurate preparation for individuals with employment income, including deductions, credits, and any additional complexity your situation may involve.
Investment & Capital Gains
Stocks, bonds, mutual funds, crypto — we handle the complexity of investment income and help you plan around capital gains strategically.
Rental Property Income
From single properties to large portfolios — depreciation, passive activity rules, cost segregation, and everything that comes with real estate investment.
Retirement & Distribution Planning
IRA distributions, Roth conversions, required minimum distributions — we help you manage retirement income in the most tax-efficient way possible.
Life Events & Transitions
Marriage, divorce, inheritance, sale of a home — major life events have major tax implications. We help you navigate them without surprises.
Self-Employed & Freelance Income
1099 income, Schedule C, self-employment tax, quarterly estimates — we make sure self-employed individuals are compliant and optimized.