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Stevenson Ranch & Lancaster, CA

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 to protect and grow your wealth, year after year.

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★★★★★ 5.0 on Google
4,000+ clients served
15+ years experience
Client tax savings to date
Live
$0
The total we've legally saved our clients through proactive tax strategy, entity optimization, and real estate deductions.
4,000+
Clients
15+ yrs
Experience
2
CA Offices
Recent wins
$168K Year-1 deduction · Palmdale landlord
$84K Solar ITC · Lancaster investor
$71K Saved · Stevenson Ranch contractor
$28K Annual savings · Valencia S-Corp
$22K Back taxes resolved · Lancaster
$14K Multi-entity · Canyon Country
$168K Year-1 deduction · Palmdale landlord
$84K Solar ITC · Lancaster investor
$71K Saved · Stevenson Ranch contractor
$28K Annual savings · Valencia S-Corp
$22K Back taxes resolved · Lancaster
$14K Multi-entity · Canyon Country
5-Star Google Rated
Family-Owned & Operated
Same-Day Response
IRS Authorized E-File Provider
No Hidden Fees
Virtual Nationwide
Who We Serve

Built for the people most accountants overlook.

If your tax situation has any real complexity, you need a firm that specializes in it — not a generalist who files and moves on.

01 — Real Estate
Investors & Landlords
Rental portfolios, cost segregation, 1031 exchanges, passive activity planning.
Cost Seg1031Depreciation
02 — Business
S-Corps & LLCs
Entity selection, S-Corp elections, accountable plans, quarterly planning.
S-CorpLLCPartnerships
03 — Complex
Multi-entity families
Holding structures, management fees, inter-company planning across many corps.
Holding CosMgmt Fees
04 — W-2 Families
High-income households
Equity comp, mega-backdoor, HSA strategy, above-the-line deductions, AMT.
RSU / ISOBackdoor Roth
05 — Self-Employed
1099 contractors
Solo retirement plans, home office, vehicle use, quarterly estimate support.
SEP-IRASolo 401(k)
06 — Retirees
Retirement & estate
RMD planning, Roth conversions, trust returns, legacy and gift tax strategy.
RMDsRoth Conv.Trusts
Why Us

Premium service. Proven results.

FT
Family Tax
The way tax should feel
Chain-store & DIY software
The generalist approach
Proactive planning all year — not just a file-and-forget April rush
File now, forget until next April — no real planning
You talk to the same person every time
New preparer each season — explain your life again
Flat, transparent pricing with no hidden add-ons
Hourly billing and surprise fees for every extra form
Deep real estate & multi-entity expertise
Generalist prep built for the average, simple return
IRS representation included if you ever need it
IRS letters? That's extra — often a lot extra
Community roots — we live and work here too
No local connection, no relationship
5.0
★★★★★
Consistently 5-star rated
Every client review we've received has been five stars. Our clients stay with us — and refer their friends, family, and business partners — because we deliver on what we promise.
What Clients Say

Rated 5 stars by everyone who's tried us.

JR
Jordan R.
Business Owner · Stevenson Ranch
★★★★★
Family Tax found strategies our last accountant never mentioned in 8 years. We saved more in one year than we paid in fees over a decade.
MC
Maria C.
Self-Employed Contractor · Lancaster
★★★★★
They handled our back taxes with the IRS and got us a payment plan we could actually afford. I can finally sleep at night.
DP
Daniel P.
Real Estate Investor · Palmdale
★★★★★
I own 4 rentals and a small business — Family Tax manages everything. The proactive planning saves me thousands more than I pay them.
Real Results

Dollars saved. Clients served.

A handful of actual outcomes from the last two tax seasons. Names removed — the numbers are real.

Tax Savings
$71,400
Section 179 election on $340K equipment purchase
Accountable plans set up across 2 C-Corporations
Management fee structure implemented
Contractor · Stevenson Ranch, CA
Tax Credit
$84,000
Solar ITC on $280K commercial installation
Low-income census tract bonus adder verified
5-year accelerated depreciation on solar assets
Real Estate Investor · Lancaster, CA
Year 1 Deduction
$168,000
Cost segregation study on $7.1M commercial building
60% bonus depreciation applied to qualifying components
Land allocation optimized at closing
Commercial Landlord · Palmdale, CA
Annual Savings
$28,500
S-Corp election saved $18K in self-employment tax
Defined benefit retirement plan contribution
Augusta Rule implemented for home meetings
Business Owner · Valencia, CA
Annual Savings
$14,700
Accountable plans across all 5 entities
Vehicle, home office & travel reimbursed tax-free
Reduced W-2 and payroll tax simultaneously
Multi-Corp Owner · Canyon Country, CA
Back Taxes Resolved
$22,000
IRS penalty abatement negotiated
Installment agreement secured at favorable terms
3 years of unfiled returns brought current
Self-Employed · Lancaster, CA
How We Work

We don't just file. We plan.

01
Proactive, not reactive
Most accountants wait until April. We work with you all year, reviewing your numbers quarterly so strategies are captured in time and tax season never surprises you.
02
Real estate experts
From single rentals to multi-entity commercial portfolios — cost segregation, 1031 exchanges, passive activity planning. We know real estate tax inside and out.
03
Small business specialists
S-Corps, C-Corps, LLCs, sole proprietors — every structure handled, with active search for entity-efficiency moves that reduce your tax legally and sustainably.
04
IRS issues? We handle it.
Notices, audits, back taxes, payment plans. We represent you directly before the IRS so you never have to deal with them alone.
05
Your neighbors
We live and work in Stevenson Ranch, Santa Clarita, and Lancaster. Your success is personal to us — your friends are probably our clients.
Client results
"They found strategies our last accountant never mentioned in 8 years. We saved more in one year than we paid in fees over a decade."
Business owner & real estate investor, Stevenson Ranch
$0
Hidden fees, ever
24h
Response time
Get Started
As Seen In
Santa Clarita Magazine
"Family Tax celebrated its Grand Opening on January 29, welcoming the community with expert guidance and personalized service — helping clients maximize deductions, stay compliant, and plan for a stronger financial future."
Santa Clarita Magazine · February 2026
Read the Article →
Work With Us Remotely

Anywhere in California. Even nationwide.

You don't need to be in Stevenson Ranch or Lancaster to work with Family Tax. We serve virtual clients across California and across the country — the same personal service, fully remote.

💬
Secure client portal
Upload documents, sign returns, and communicate securely online. No fax machines required.
📹
Video calls
Meet face-to-face from your home or office. Strategy sessions, reviews, and planning calls via Zoom.
Same-day response
Virtual doesn't mean slower. We respond to all client messages the same business day, period.
Start Working With Us Remotely
Where our clients are
Stevenson Ranch & Santa Clarita
In-Person + Virtual
Lancaster & Palmdale
In-Person + Virtual
Rest of California
Virtual
Other U.S. States
Virtual
U.S. Expats Abroad
Virtual
4,000+
Clients across both locations
Stop overpaying.
Start planning.

Fill out the form and we'll get back to you the same day. No phone tag, no hard sell — just a real conversation about your taxes.

See Our Services
What We Do

Services built
for your life.

Grouped by the clients we serve, so you can see exactly how we'd help you. From a simple personal return to a multi-entity corporate structure — everything 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
Accurate, maximized 1040 returns. We dig into every deduction, credit, and strategy available to you.
Form 1040W-2Self-EmployedInvestmentsRental Income
02
Business Tax Returns
C-Corps, S-Corps, partnerships, and LLCs — every entity type prepared with a focus on minimizing tax.
Form 1120Form 1120-SForm 1065Multi-Entity
03
Trust & Estate Returns
Form 1041 trust returns, estate filings, and distribution planning for beneficiaries.
Form 1041TrustsEstates
GROUP 02
Strategy & Planning
The real work happens before April. Year-round planning means you pay less — legally.
04
Tax Strategy & Planning
Year-round proactive planning that dramatically reduces what you owe — now and every year after.
Quarterly ReviewsEntity StructureRetirement PlansDepreciation
05
Real Estate Tax Strategy
Cost segregation, bonus depreciation, 1031 exchanges, passive activity planning, and rental optimization.
Cost Segregation1031 ExchangeRentalsCommercial RE
06
Retirement & Legacy Planning
Roth conversions, RMD strategy, defined benefit plans, and multi-generational wealth structuring.
Roth Conv.RMDsDB Plans
GROUP 03
Operations & IRS
Set it up right, keep it clean, and have a real advocate if the IRS comes calling.
07
Bookkeeping
Clean books every month so you always know where you stand. QuickBooks integration included.
MonthlyQuickBooksCatch-Up
08
S-Corp & LLC Formation
Entity formation, S-Corp elections, operating agreements, and EIN registration — everything to start right.
LLC FormationS-Corp ElectionEIN
09
IRS Issues & Back Taxes
We represent you before the IRS and negotiate payment plans, offers in compromise, and penalty abatements.
IRS NoticesBack TaxesPayment PlansAudit Support
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Every engagement is quoted transparently. No hourly surprises, no upsells.

Our Story

A tax firm built
on trust.

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.

FT
Family Tax
Stevenson Ranch & Lancaster, CA
A family firm built on the belief that every client deserves the same level of attention and strategy that big corporations receive — without the big firm price tag.
"We built this firm to serve our community — the families and business owners we grew up alongside right here in the Santa Clarita Valley."
Who We Are

Neighbors you can
trust with your taxes.

Family Tax was founded in Stevenson Ranch by a husband-and-wife team who saw how many local families and business owners were leaving money on the table — not because they were doing anything wrong, but because they didn't have a tax partner who was truly looking out for them.

We serve clients across Stevenson Ranch, Santa Clarita, Valencia, Canyon Country, and Lancaster. Whether you're a W-2 employee, a small business owner, a real estate investor, or running multiple corporations — we have the expertise to help.

01
Accuracy first
Every return we file is reviewed twice. We don't cut corners.
02
Maximum legal savings
We actively look for every legal strategy available to reduce your tax burden — year after year.
03
Real relationships
You'll always 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 this community thrive.
📰
Featured In
Santa Clarita Magazine — February 2026
Grand Opening coverage — welcoming the community
Read Article →
Get In Touch
Get In Touch

Let's talk about
your taxes.

Leave your name and number — we'll text you back the same day. No phone tag, no hard sell.

Find Us

Two locations.
One team.

📍
Stevenson Ranch
25802 Hemingway Ave STE 103
Stevenson Ranch, CA 91381
📍
Lancaster
564 W Lancaster Blvd
Lancaster, CA 93534
📞
Stevenson Ranch Phone
(661) 483-0501
Call or text — fast response
📞
Lancaster Phone
(661) 339-3360
Call or text — fast response
Hours
Monday – Saturday10am – 5pm
SundayClosed
Tax Season (Feb – Apr)Extended Hours
Get In Touch
Leave your name, phone number, and what you need help with — we'll get back to you the same business day.
💬 We respond by text — fast, easy, no phone tag. You'll hear from us the same day.
Prefer to call? (661) 483-0501
💬
We'll Text You Shortly
Thanks for reaching out. We'll send you a text as soon as possible to get things started.
Back to Home
Get Started

Ready to file?
Let's get started.

Pick a time that works for you. We'll handle the rest — confirmation, document portal, and a clear plan before you walk in.

How It Works

Simple, from start
to filed return.

1
Pick a date & time
Choose an available slot that works for your schedule — 30 or 60 minutes.
2
We confirm by text
You'll get a confirmation with everything you need to know before your appointment.
3
Upload your documents
Access your secure TaxDome portal — upload W-2s, 1099s, and last year's return.
4
We file your return
We prepare your return accurately and maximize every deduction available to you.
Prefer to text?
Send us a note via the contact form and we'll coordinate a time that works for you.
Book Your Tax Appointment
Select a time and we'll have everything ready for you.
Find Us

Two locations.
Close to home.

Serving Stevenson Ranch, Santa Clarita, Lancaster, and the entire surrounding region — plus virtual clients nationwide.

Stevenson Ranch
Santa Clarita Valley
Stevenson Ranch, CA 91381
📍
Address
25802 Hemingway Ave STE 103
Stevenson Ranch, CA 91381
📞
Phone
(661) 483-0501
🕐
Hours
Mon–Sat: 10am–5pm
Sun: Closed · Extended hours during tax season
Lancaster
Antelope Valley
Lancaster, CA 93534
📍
Address
564 W Lancaster Blvd
Lancaster, CA 93534
📞
Phone
(661) 339-3360
🕐
Hours
Mon–Sat: 10am–5pm
Sun: Closed · Extended hours during tax season

Areas We Serve

In-person at our two offices, or fully virtual — we serve clients across California and nationwide.

Stevenson Ranch
Santa Clarita
Valencia
Canyon Country
Newhall
Saugus
Lancaster
Palmdale
Antelope Valley
Castaic
Fillmore
Remote Clients Nationwide
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