CLARITA CPA GROUP — NEWHALL OFFICE

CPA and Tax Services in Newhall

Clarita CPA Group provides tax preparation, tax planning, bookkeeping, small-business accounting, and tax-resolution services from our Newhall office. We serve individuals, families, professionals, and business owners throughout Newhall, western Santa Clarita, and nearby communities.

Clarita CPA Group is a Santa Clarita CPA firm with two local offices — one on Lyons Avenue in Newhall and one on Via Princessa in Canyon Country. From our Newhall location, we serve individuals, families, professionals, property owners, and small-business owners across western Santa Clarita.

Our work isn't limited to preparing an annual return. Most clients come to us because they want a CPA they can call throughout the year — before they buy the property, close on the business, take the distribution, hire the employee, or respond to the IRS notice. That kind of ongoing relationship is what we're built for.

The Newhall office handles the full range of Clarita CPA Group services: personal and business tax returns, bookkeeping, year-round tax planning, small-business CPA support, and IRS or California tax-debt matters. If you'd rather work with us virtually, we do that too — many clients mix in-person visits with phone, email, and secure document exchange.

Our team speaks English, Spanish, Russian, and Armenian, and we're happy to match you with the team member best positioned to help you.

Clarita CPA Group operates two Santa Clarita offices. If our Canyon Country location is closer to you, learn more about our Canyon Country CPA office.

Services

CPA, Tax and Accounting Services Available at Our Newhall Office

Individual Tax Preparation

Accurate federal and state tax-return preparation for individuals, families, professionals, investors, and property owners. We review applicable deductions, credits, income items, and filing requirements while explaining the return in plain English.

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Small Business Tax Preparation

Tax-return preparation for sole proprietorships, partnerships, LLCs, S corporations, and C corporations. We coordinate business reporting with the owner's individual tax situation when appropriate.

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Small Business CPA Services

Ongoing CPA guidance for business owners who need more than annual tax filing, including financial review, entity considerations, tax strategy, and decision support.

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Bookkeeping

Monthly, quarterly, catch-up, and cleanup bookkeeping designed to keep financial records organized and ready for tax preparation and management decisions.

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Tax Planning

Year-round tax planning for individuals and businesses that want to evaluate tax consequences before making important financial or operational decisions.

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Tax Debt Relief

Assistance with IRS and California tax notices, unfiled returns, payment arrangements, liens, levies, garnishments, and other collection matters.

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Who We Serve

Who We Serve in Newhall

Individuals and families

W-2 employees, dual-earner households, retirees, and families managing multi-state or multi-year filings.

Small-business owners

LLCs, S corps, partnerships, and sole proprietors who want a CPA who understands both the business and the owner's return.

Independent contractors & self-employed professionals

1099 consultants, creators, and gig workers who need clean books, quarterly estimates, and a defensible return.

Real-estate investors & property owners

Rental owners and small-scale investors dealing with depreciation, passive losses, and sale-year planning.

Medical, dental, legal, & professional practices

Practice owners balancing entity structure, retirement planning, and coordinated personal returns.

Restaurants, retailers, & local service businesses

Cash- and card-heavy operators who need reliable monthly books and predictable tax outcomes.

Taxpayers dealing with IRS or California tax problems

Unfiled returns, notices, payment plans, liens, and levies handled by a CPA — not a call-center chain.

Why Clarita CPA Group

Why Choose Clarita CPA Group?

  • Two local Santa Clarita offices — Canyon Country and Newhall.
  • More than 15 years of California CPA experience.
  • Led by Logan Allec, CPA, MBT — UCLA accounting; USC Master of Business Taxation.
  • Former Big Four management experience.
  • Partner-led, relationship-oriented service.
  • English, Spanish, Russian, and Armenian spoken across the team.
  • Clear explanations without unnecessary jargon.
  • At least 10% of annual net profits committed to Santa Clarita causes.
What To Expect

What to Expect When You Contact Our Newhall Office

  1. 01

    Tell us what you need

    Share whether you need tax preparation, bookkeeping, tax planning, business guidance, or help with a tax problem.

  2. 02

    Initial conversation

    Our team will learn about your situation and determine whether our firm is an appropriate fit.

  3. 03

    Clear scope and next steps

    We will explain the proposed services, requested information, timing, and fees before the engagement begins.

  4. 04

    Ongoing communication

    Our team completes the agreed-upon work and keeps you informed about important questions, deadlines, and next steps.

Local Area

Serving Newhall and Western Santa Clarita

Our Newhall office sits along Lyons Avenue — the established commercial and residential corridor that connects Newhall, Old Town Newhall, and much of western Santa Clarita. That location keeps us convenient for the families, property owners, and small businesses concentrated in this part of the valley.

Being local matters. When your CPA is in the same city as you, meetings are easier to schedule, documents are easier to hand off, and questions can be answered in person when that's what you need. We also serve clients across the country by phone and video — but for families and small businesses in western Santa Clarita, having a CPA nearby is often the deciding factor.

In-person appointments are available during business hours; phone and virtual meetings are available for clients who prefer to work with us remotely. Either way, the CPA and team members assigned to your engagement are the same people you'll actually work with — not a rotating cast.

Areas We Serve From This Office

Newhall · Old Town Newhall · Valencia · Stevenson Ranch · Westridge · Western portions of Saugus

Directions & Map

Directions to Our Newhall CPA Office

Address

22777 Lyons Avenue, Suite 204
Santa Clarita, CA 91321

Appointments

Appointments are preferred so the appropriate team member is available. Call or use the consultation form below and we'll schedule a time that works for you.

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Team & Credentials

Experienced Tax and Accounting Professionals

Logan Allec, CPA, MBT

Founder & President, Clarita CPA Group

  • • California CPA for more than 15 years
  • • UCLA — Bachelor's in Accounting
  • • USC — Master of Business Taxation
  • • Former Big Four management experience
  • • Forbes Finance Council member
Learn more about our team
Local Trust

Part of the Santa Clarita Community

Clarita CPA Group is active in the Santa Clarita Valley, supporting local organizations and events including the SCV Chamber of Commerce, Henry Mayo Newhall Hospital Foundation, Relay For Life of Santa Clarita Valley, the SCV Sheriff's Foundation, local high-school football sponsorships, and the Be the Light 5K.

See our community involvement

On Google

See what clients say about our Newhall office on Google.

Read our Newhall Google reviews
FAQs

Frequently Asked Questions

Where is Clarita CPA Group's Newhall office?

Our Newhall office is located at 22777 Lyons Avenue, Suite 204, Santa Clarita, CA 91321. It sits along the Lyons Avenue commercial corridor and appointments are preferred so the right team member is ready when you arrive.

What services are available at the Newhall office?

Individual and small-business tax preparation, ongoing small-business CPA services, bookkeeping, tax planning, and IRS/California tax-debt relief. If you're not sure which service fits, call and we'll help you pick.

Do I need an appointment?

Yes — appointments are preferred. That way the CPA or team member most relevant to your situation is available to meet with you. Call (661) 627-1099 or use the form on this page to schedule.

Does Clarita CPA Group prepare both personal and business tax returns?

Yes. We prepare federal and California individual returns, as well as returns for sole proprietorships, partnerships, LLCs, S corporations, and C corporations. When appropriate, we coordinate the business filing with the owner's personal return.

Do you provide bookkeeping for local businesses?

Yes. We offer monthly, quarterly, catch-up, and cleanup bookkeeping engagements for Newhall and Santa Clarita businesses. Local businesses can work with our team through either Santa Clarita location.

Can you help with IRS and California tax problems?

Yes. We help with unfiled returns, IRS and Franchise Tax Board notices, payment arrangements, liens, levies, and garnishments. Every case is different — we'll assess the situation before recommending a path.

Do you offer tax planning throughout the year?

Yes. Tax planning isn't only a year-end exercise. We work with clients throughout the year to evaluate tax consequences before major financial or operational decisions, not after the return is due.

Can I work with your firm virtually?

Yes. Many clients prefer to work with us by phone, email, video call, and secure document exchange. In-person meetings at the Newhall office remain available for clients who want them.

What should I bring to my first tax appointment?

Photo ID, prior-year tax return, W-2s and 1099s, records of self-employment income and expenses, brokerage and retirement statements, mortgage/property-tax statements, and any IRS or state notices. We'll send a personalized checklist when we schedule.

Which languages does your team speak?

English, Spanish, Russian, and Armenian are spoken across our team. If you'd like to work with a specific team member for language reasons, let us know when you call.

Ready when you are

Talk With a CPA at Our Newhall Office

Tell us whether you need tax preparation, bookkeeping, tax planning, business CPA services, or help resolving a tax issue. Our team will review your request and contact you about the appropriate next step.

Clarita CPA Group — Newhall

22777 Lyons Avenue, Suite 204

Santa Clarita, CA 91321

Monday – Friday · 8:30 AM – 5:00 PM Pacific Time