Family Tax Year-round tax advisory
Family Tax brings preparation and strategy together for business owners, real estate investors, families, self-employed clients, retirees, trusts, and estates.
Scope of practice
Preparation, planning, clean books, entity setup, and help when an IRS notice arrives—kept together by one local team.
Form 1040, W-2, self-employed income, investments, and rental income.
C-Corps, S-Corps, partnerships, LLCs, Forms 1120, 1120-S, and 1065.
Form 1041, trusts, and estates.
Quarterly reviews, entity structure, retirement plans, and depreciation.
Cost segregation, 1031 exchanges, rentals, and commercial real estate.
Roth conversions, RMDs, defined-benefit plans, and multi-generational wealth structuring.
Monthly bookkeeping, QuickBooks, and catch-up work.
LLC formation, S-Corp elections, and EIN registration.
IRS notices, back taxes, payment plans, and audit support.
Every engagement is quoted transparently. No hourly surprises, no upsells.
The Family Tax approach
When businesses, properties, retirement decisions, or several entities are involved, each part affects the next. We keep the work connected through the year.
Open the secure client portalWe begin with the returns, entities, property, and decisions that shape your taxes.
Quarterly conversations create time to consider the strategies that fit your situation.
Personal, business, trust, and estate returns stay connected to the plan.
Share documents through the secure portal and keep in touch with the same team.
Who we serve
From a personal return to a multi-entity structure, our work stays connected to the whole picture.
Rental portfolios, cost segregation, 1031 exchanges, and passive activity planning.
Entity selection, business returns, accountable plans, and quarterly planning.
Holding structures, management fees, and planning across several companies.
Equity compensation, retirement contributions, HSA planning, and AMT.
Quarterly estimates, home office, vehicle use, and solo retirement plans.
RMDs, Roth conversions, trust returns, gifts, and legacy planning.
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 the Antelope Valley and Santa Clarita Valley.
Meet with us at either office or work with the team virtually.
Read the Santa Clarita Magazine featureTwo California offices
Serving: Stevenson Ranch · Santa Clarita · Valencia · Canyon Country · Newhall · Saugus · Lancaster · Palmdale · Virtual nationwide
Start a conversation
Choose a time online, call or text either office, or email support@familytaxinc.com.