Tax Preparation
- Personal Tax ReturnsForm 1040, W-2, self-employed, investments, rental income
- Business Tax ReturnsC-Corps, S-Corps, partnerships, LLCs, multi-entity
- Trust & Estate ReturnsForm 1041, trusts, estates, distributions
Stevenson Ranch & Lancaster, California
A tax firm built
on trust.
Family-owned tax preparation and year-round planning for business owners, real estate investors, families, and retirees.
Tax preparationStrategy & planningOperations & IRS
The Family Tax approach
We don’t just file. We plan.
When your return involves a business, rental property, trust, retirement decision, or several entities, each part affects the next. We keep the work connected and the conversation going through the year.
Services
Built around your whole picture.
From a personal return to a multi-entity structure, Family Tax brings preparation, planning, and ongoing support together.
Strategy & Planning
- Tax Strategy & PlanningQuarterly reviews, entity structure, retirement plans, depreciation
- Real Estate Tax StrategyCost segregation, 1031 exchanges, rentals, commercial real estate
- Retirement & Legacy PlanningRoth conversions, RMDs, defined-benefit plans, legacy planning
Operations & IRS
- BookkeepingMonthly bookkeeping, QuickBooks, catch-up work
- S-Corp & LLC FormationFormation, elections, operating agreements, EIN registration
- IRS Issues & Back TaxesNotices, back taxes, payment plans, audit support
Every engagement is quoted transparently. No hourly surprises, no upsells.
Who we serve
Advice for lives with real complexity.
01
Real estate investors & landlords
Rental portfolios, cost segregation, 1031 exchanges, and passive activity planning.
02
S-Corps, LLCs & business owners
Entity decisions, business returns, accountable plans, and quarterly reviews.
03
Multi-entity families
Connected planning across holding companies and operating businesses.
04
High-income W-2 households
Equity compensation, retirement strategy, HSA planning, and AMT.
05
Self-employed clients
Quarterly estimates, home office, vehicle use, and solo retirement plans.
06
Retirees, trusts & estates
RMDs, Roth conversions, trust returns, gifts, and legacy planning.
A year-round relationship
The same team, from planning through filing.
- 01
Understand
We begin with the return, entities, property, and decisions that shape your tax picture.
- 02
Plan
Quarterly conversations make room for the right moves before deadlines arrive.
- 03
Prepare
Personal, business, trust, and estate returns are prepared with the next year in mind.
- 04
Stay connected
Documents move through a secure TaxDome portal, with direct access to the Family Tax team.
Family-owned. Family run.
Two generations, one standard of care.
Cynthia and Joel Hernandez founded Family Tax in Lancaster in 2009. Cynthia now leads the firm alongside their daughter Julia and a team serving the Antelope Valley and Santa Clarita Valley.
Clients can meet in person at either office or work with the team virtually.
Santa Clarita Magazine feature ↗Two locations
Close to home.
Monday–Thursday, 10am–4pm. Friday–Sunday closed. Extended hours during tax season, February–April.
Santa Clarita Valley
25802 Hemingway Ave STE 103Stevenson Ranch
Stevenson Ranch, CA 91381
Antelope Valley
564 W Lancaster BlvdLancaster
Lancaster, CA 93534
Let’s talk about your taxes.
Start with a conversation.
Call or text either office, email support@familytaxinc.com, or choose a time online.