Santa Clarita Valley Antelope Valley In-person + virtual

Family Tax · Stevenson Ranch & Lancaster

Family-owned.
Family run.

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.

Santa Clarita ValleyStevenson RanchIn-person + virtual
Antelope ValleyLancasterIn-person + virtual
Beyond our officesVirtual appointmentsWork with our team online

Who we are

Neighbors you can trust with your taxes.

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 feature
01

The whole picture

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

02

Planning before April

Year-round conversations create time to make informed decisions before filing deadlines arrive.

03

Real relationships

You’ll talk to a real person who knows your name, your situation, and your goals.

04

Community roots

We live here, we work here, and we’re committed to helping our community thrive.

What we do

Services built for your life.

From a personal return to a multi-entity corporate structure, preparation, planning, bookkeeping, and IRS support all live under one roof.

Group 01

Tax Preparation

Every return type, prepared with a strategic eye for what’s deductible and what’s coming next year.

01

Personal Tax Returns

Form 1040, W-2, self-employed income, investments, and rental income.

02

Business Tax Returns

C-Corps, S-Corps, partnerships, LLCs, and multi-entity filings.

03

Trust & Estate Returns

Form 1041, trust returns, estate filings, and distribution planning.

Group 02

Strategy & Planning

The real work happens before April. Year-round planning means you can act while there is still time.

04

Tax Strategy & Planning

Quarterly reviews, entity structure, retirement plans, and depreciation.

05

Real Estate Tax Strategy

Cost segregation, 1031 exchanges, bonus depreciation, rentals, and commercial real estate.

06

Retirement & Legacy Planning

Roth conversions, RMD strategy, defined-benefit plans, and multi-generational planning.

Group 03

Operations & IRS

Set it up thoughtfully, keep the books clean, and get practical help when an IRS notice arrives.

07

Bookkeeping

Monthly bookkeeping, QuickBooks integration, and catch-up work.

08

S-Corp & LLC Formation

Entity formation, S-Corp elections, operating agreements, and EIN registration.

09

IRS Issues & Back Taxes

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

Two valleys. One Family Tax team.

Meet with us at either office, or work with the same team through a virtual appointment.

  • Stevenson Ranch
  • Santa Clarita
  • Valencia
  • Canyon Country
  • Newhall
  • Saugus
  • Lancaster
  • Palmdale
  • Antelope Valley
  • Castaic
  • Fillmore
  • Virtual appointments

Find us

Two locations. Close to home.

Monday–Thursday, 10am–4pm. Friday–Sunday closed. Extended hours during tax season, February–April.

Get in touch

Let’s talk about your taxes.

Call or text either office, email support@familytaxinc.com, or pick a time online.