The whole picture
Personal returns, companies, rentals, and long-term goals belong in the same conversation.
Family Tax · Stevenson Ranch & Lancaster
A family-owned tax advisory firm serving Stevenson Ranch, Santa Clarita, and Lancaster, California. Honest advice, real planning, and a team that genuinely cares about your success.
Who we are
We started Family Tax because we believed there was a better way—honest advice, real planning, and a team that genuinely cares about your success.
We serve W-2 employees, small business owners, real estate investors, retirees, and families with multiple corporations. Whether we meet in Stevenson Ranch, Lancaster, or online, the work stays personal.
Read the Santa Clarita Magazine featurePersonal returns, companies, rentals, and long-term goals belong in the same conversation.
Year-round conversations create time to make informed decisions before filing deadlines arrive.
You’ll talk to a real person who knows your name, your situation, and your goals.
We live here, we work here, and we’re committed to helping our community thrive.
What we do
From a personal return to a multi-entity corporate structure, preparation, planning, bookkeeping, and IRS support all live under one roof.
Every return type, prepared with a strategic eye for what’s deductible and what’s coming next year.
Form 1040, W-2, self-employed income, investments, and rental income.
C-Corps, S-Corps, partnerships, LLCs, and multi-entity filings.
Form 1041, trust returns, estate filings, and distribution planning.
The real work happens before April. Year-round planning means you can act while there is still time.
Quarterly reviews, entity structure, retirement plans, and depreciation.
Cost segregation, 1031 exchanges, bonus depreciation, rentals, and commercial real estate.
Roth conversions, RMD strategy, defined-benefit plans, and multi-generational planning.
Set it up thoughtfully, keep the books clean, and get practical help when an IRS notice arrives.
Monthly bookkeeping, QuickBooks integration, and catch-up work.
Entity formation, S-Corp elections, operating agreements, and EIN registration.
IRS notices, back taxes, payment plans, offers in compromise, and audit support.
Every engagement is quoted transparently. No hourly surprises, no upsells.
Close to home
Meet with us at either office, or work with the same team through a virtual appointment.
Find us
Monday–Thursday, 10am–4pm. Friday–Sunday closed. Extended hours during tax season, February–April.
Santa Clarita Valley
Antelope Valley
Get in touch
Call or text either office, email support@familytaxinc.com, or pick a time online.