Stevenson Ranch & Lancaster, California Call or text
Family Tax

Family-owned tax planning & preparation

Keep more of what you’ve earned.

A family-owned tax firm for business owners, real estate investors, and high-income households. We don’t just file—we build a strategy around what comes next.

Book an appointment Call Stevenson Ranch
Family-owned & operated Established 2009 Two California offices In-person + virtual

Who we serve

Tax help for lives with moving parts.

From a personal return to a multi-entity business structure, our work stays connected to the whole picture.

01

Real estate investors

Rental portfolios, cost segregation, 1031 exchanges, and passive activity planning.

02

Business owners

S-Corps, LLCs, partnerships, entity selection, and quarterly planning.

03

Multi-entity families

Holding structures, management fees, and planning across multiple companies.

04

W-2 households

Equity compensation, HSA strategy, retirement contributions, and AMT.

05

Self-employed clients

Solo retirement plans, home office, vehicle use, and quarterly estimates.

06

Retirees & estates

RMD planning, Roth conversions, trust returns, legacy and gift tax strategy.

Services

Everything under one roof.

Preparation, planning, clean books, entity setup, and help when an IRS notice arrives.

01

Tax preparation

  • Personal Tax ReturnsForm 1040, W-2, self-employed income, investments, and rental income.
  • Business Tax ReturnsC-Corps, S-Corps, partnerships, LLCs, and multi-entity filings.
  • Trust & Estate ReturnsForm 1041, trust returns, estate filings, and distribution planning.
02

Strategy & planning

  • Tax Strategy & PlanningQuarterly reviews, entity structure, retirement plans, and depreciation.
  • Real Estate Tax StrategyCost segregation, 1031 exchanges, rentals, and commercial real estate.
  • Retirement & Legacy PlanningRoth conversions, RMDs, defined-benefit plans, and legacy planning.
03

Operations & IRS

  • BookkeepingMonthly books, QuickBooks integration, and catch-up work.
  • S-Corp & LLC FormationEntity formation, S-Corp elections, operating agreements, and EIN registration.
  • IRS Issues & Back TaxesNotices, back taxes, payment plans, offers in compromise, and audit support.

Every engagement is quoted transparently. No hourly surprises, no upsells.

How we work

We don’t just file. We plan.

Taxes are easier to manage when the conversation happens before April.

  1. 01

    Start with your whole picture.

    Personal returns, companies, rentals, and long-term goals belong in the same conversation.

  2. 02

    Plan during the year.

    Quarterly reviews create time to use the strategies that fit your situation.

  3. 03

    Prepare and file carefully.

    We handle personal, business, trust, and estate returns with a strategic eye.

  4. 04

    Stay connected.

    Use the secure client portal for documents and keep in touch with the same local team.

Our story

Family-owned. Family run.

Cynthia and Joel Hernandez founded Family Tax in Lancaster in 2009. Today, Cynthia leads the firm alongside their daughter Julia and a team serving families and business owners across the Antelope Valley, Santa Clarita Valley, California, and beyond.

Honest advice. Maximum legal savings. Real relationships.

Read the Santa Clarita Magazine feature

Visit or work with us remotely

Two offices. One team.

Call or text the office nearest you. Virtual appointments are also available.

Extended hours are available during tax season, February through April.

Get in touch

Tell us what you need help with.

Book online, call or text either office, or email support@familytaxinc.com.

Choose a time ↗ Client Portal ↗