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Stevenson Ranch & Lancaster, CA

Keep more
of what you
earned.

Family Tax is a family-owned firm that treats every client like a partner. We don't just file — we build a strategy to protect and grow your wealth, year after year.

Text Us to Get Started
See Our Services
★★★★★ 5-Star Rated on Google
4,000+ Clients Served
15+ Years Experience
$71,400
Tax Savings — Contractor, Stevenson Ranch
Section 179 election on $340K equipment
Accountable plan setup across 2 corps
Management fee structure implemented
$84,000+
Tax Credit — Real Estate Investor, Lancaster
Solar ITC on commercial building
Low-income census tract bonus applied
$28,500
Annual Savings — Business Owner, Valencia
S-Corp election reduced self-employment tax
Defined benefit retirement plan funded
Augusta Rule for home office meetings
$168,000
Year 1 Deduction — Landlord, Palmdale
Cost segregation on $7.1M building
Bonus depreciation accelerated to Year 1
5-Star Google Rating
Family-Owned & Operated
Same-Day Response
IRS Authorized E-File Provider
No Hidden Fees
Two Locations + Virtual Nationwide
Why Us

Family Tax vs.
The Big Chains

FT
Us
Family Tax
Proactive year-round tax planning
You talk to the same person every time
Flat, transparent pricing — no surprises
Real estate & business tax expertise
IRS representation included
Community roots — we live here too
Them
H&R Block / TurboTax
File and forget — no planning
Different person each visit
Hourly billing, upsells everywhere
Generalist approach only
Extra fees for IRS help
No local connection
How We're Different

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 there are never any surprises and every strategy is captured in time.
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 — we handle every structure and actively look for entity efficiency strategies that reduce your tax bill 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 the same communities you do. Stevenson Ranch, Santa Clarita, Lancaster. Your success is personal to us.
Client Results
"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."
Business owner & real estate investor, Stevenson Ranch
$0
Hidden Fees — Ever
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Services

Everything under
one roof.

01
Personal Tax Returns
Accurate, maximized returns. We find every deduction others miss.
02
Business Tax Returns
C-Corps, S-Corps, partnerships, LLCs — every entity type handled.
03
Tax Strategy & Planning
Year-round proactive planning that keeps more money with you.
04
Real Estate Tax
Depreciation, cost segregation, 1031 exchanges, rental strategies.
05
IRS Issues & Back Taxes
We negotiate with the IRS so you don't have to face them alone.
06
Bookkeeping
Clean books year-round so tax season is never a scramble.
Real Results

What we've saved
our clients.

$71,400
Tax Savings
Section 179 election on $340K equipment purchase
Accountable plans set up across 2 C-Corporations
Management fee structure implemented
Contractor · Stevenson Ranch, CA
$84,000
Tax Credit
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
$168,000
Year 1 Deduction
Cost segregation study on $7.1M commercial building
60% bonus depreciation applied to qualifying components
Land allocation optimized at closing
Commercial Landlord · Palmdale, CA
$28,500
Annual Savings
S-Corp election saved $18K in self-employment tax
Defined benefit retirement plan contribution
Augusta Rule implemented for home meetings
Business Owner · Valencia, CA
$14,700
Annual Savings
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
$22,000
Back Taxes Resolved
IRS penalty abatement negotiated
Installment agreement secured at favorable terms
3 years of unfiled returns brought current
Self-Employed · Lancaster, CA
What Clients Say

Don't take our
word for it.

★★★★★
"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."
Business Owner & Landlord · Stevenson Ranch
★★★★★
"They handled our back taxes with the IRS and got us a payment plan we could actually afford. I can finally sleep at night. Highly recommend."
Self-Employed Contractor · Lancaster
★★★★★
"I own 4 rentals and a small business. Family Tax manages everything. The proactive planning alone saves me thousands more than I pay them."
Real Estate Investor · Palmdale
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 confidently 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 — all online, no fax machines required.
📹
Zoom Meetings
Meet face-to-face from your home or office. Strategy sessions, reviews, and planning calls all available 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 text you back within the hour. Fast, easy, no phone tag.

Text Us to Get Started
See Our Services
What We Do

Services built
for your life.

From a simple personal return to a complex multi-entity structure — we handle it all with precision.

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

Tax Strategy & Planning

Year-round proactive planning that dramatically reduces what you owe — now and every year after.

Year-Round PlanningEntity StructureRetirement PlansDepreciation
04

Real Estate Tax Strategy

Cost segregation, bonus depreciation, 1031 exchanges, passive activity planning, and rental property optimization.

Cost Segregation1031 ExchangeRental PropertiesCommercial RE
05

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
06

Bookkeeping

Clean books every month so you always know where you stand. QuickBooks integration available.

Monthly BookkeepingQuickBooksCatch-Up Books
07

S-Corp & LLC Formation

Entity formation, S-Corp elections, operating agreements, and EIN registration — everything to start right.

LLC FormationS-Corp ElectionEIN Registration
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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 husband-and-wife 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.

Fill out the form and we'll get back to you the same day. No pressure, no jargon.

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 guaranteed
📞
Lancaster Phone
(661) 339-3360
Call or text — fast response guaranteed
💌
Email
Same-day response
Hours
Monday – Saturday10am – 5pm
SundayClosed
SundayClosed
Tax Season (Feb – Apr)Extended Hours
Get In Touch
Leave your name, phone number, and what you need help with — we'll text you back within the hour.
💬 We respond by text — fast, easy, no phone tag. You'll hear from us within the hour.
Prefer to call? (661) 483-0501
💬
We'll Text You Shortly!
Thanks for reaching out. We'll send you a text within the hour to get things started. Talk soon!
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Text Us to Get Started

Get in touch.
We'll text you back.

Tell us what you need. We'll text you back within the hour and take it from there.

How It Works

Simple.
No pressure.

Fill out the form below, we'll text you back within the hour, and go from there. No calls to schedule, no waiting around.

1
Fill Out the Form
Tell us about your tax situation. Takes less than 2 minutes.
2
We Text You Back
A real person from our team texts you back — usually within the hour.
3
Quick Text Exchange
We'll text back and forth, get the details, and figure out exactly what you need.
4
You're All Set
Once we understand your situation we'll give you a clear quote and next steps. Simple.
Get In Touch
Drop your name and number — we'll text you back within the hour.
💬 We respond by text — fast, no phone tag, Mon–Sat.
No obligation. We respond within the hour.
🌟
We'll Be In Touch!
We'll text you back within the hour. Talk soon!
Back to Home
Find Us

Two locations.
Close to home.

Serving Stevenson Ranch, Santa Clarita, Lancaster, and the entire surrounding region.

Primary Office
Stevenson Ranch
Santa Clarita Valley  •  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
Second Location
Lancaster
Antelope Valley  •  Greater Lancaster Area
📍
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