Individual Tax Preparation
Federal and California tax-return preparation for individuals, families, professionals, investors, and property owners — explained in plain English.
Learn moreCLARITA CPA GROUP — SERVING CASTAIC
CPA and Tax Services in Castaic, CA
Clarita CPA Group provides tax preparation, tax planning, bookkeeping, small-business accounting, and tax-resolution services to individuals, families, and business owners in Castaic. Meet with us at our nearby Valencia office or work with us virtually.
Castaic sits at the northern edge of the Santa Clarita Valley, where Interstate 5 meets Lake Hughes Road and Highway 126. It's a community of families, commuters, contractors, logistics and trucking operators, and small-business owners — and a place where finding a CPA who actually knows California tax rules shouldn't require driving into the San Fernando Valley.
Clarita CPA Group is a Santa Clarita CPA firm with three local offices. Our Valencia office on Smyth Drive is the closest to Castaic, just a quick trip down Interstate 5, though many clients prefer to handle everything remotely.
Our work isn't limited to filing 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.
Our team speaks English, Spanish, Russian, and Armenian, and we'll match you with the team member best positioned to help.
Castaic clients are typically served from our Valencia CPA office, and both Santa Clarita offices are available if the other is more convenient for you.
Services
CPA, Tax, and Accounting Services for Castaic
Small Business Tax Preparation
Returns for sole proprietorships, partnerships, LLCs, S corporations, and C corporations, coordinated with the owner's personal return when appropriate.
Learn moreSmall Business CPA Services
Ongoing CPA guidance for owners who need more than an annual filing: financial review, entity considerations, tax strategy, and decision support.
Learn moreBusiness Formation
Entity selection and formation for new California businesses, including LLC and S corporation setup, EIN, and post-formation compliance.
Learn moreBookkeeping
Monthly, quarterly, catch-up, and cleanup bookkeeping that keeps your records tax-ready and useful for management decisions.
Learn moreTax Planning
Year-round planning so you can evaluate the tax consequences of a decision before you make it — not after the return is due.
Learn moreTax Debt Relief
Help with IRS and Franchise Tax Board notices, unfiled returns, payment arrangements, liens, levies, and garnishments.
Learn moreLocal Area
Serving Castaic and the North Santa Clarita Valley
Castaic's growth along Hasley Canyon, Live Oak, and the Northlake developments has brought new homeowners, new small businesses, and new tax questions — from first-time rental owners to contractors setting up an S corporation for the first time.
Because we're based in the Santa Clarita Valley, we understand the local picture: Los Angeles County property taxes, California's LLC fee and franchise tax, city and county business licensing, and the reporting realities of owner-operated construction, trucking, and service businesses.
In-person appointments are available at any of our three Santa Clarita offices during business hours, and phone or video meetings are available for Castaic clients who'd rather skip the drive. Either way, the CPA and team members assigned to your engagement are the people you'll actually work with.
Castaic Neighborhoods and Nearby Areas We Serve
Castaic · Castaic Lake · Val Verde · Hasley Canyon · Live Oak · Northlake · Sloan Canyon · Romero Canyon
Why Clarita CPA Group
Why Castaic Clients Choose Clarita CPA Group
- A local Santa Clarita Valley CPA firm — not a national chain or seasonal storefront.
- 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.
- Work with us in person at any of our three Santa Clarita offices or fully virtually.
- English, Spanish, Russian, and Armenian spoken across the team.
- Partner-led, relationship-oriented service with clear explanations.
- At least 10% of annual net profits committed to Santa Clarita causes.
What To Expect
What to Expect When You Contact Us
- 01
Tell us what you need
Share whether you need tax preparation, bookkeeping, tax planning, business guidance, or help with a tax problem.
- 02
Initial conversation
Our team will learn about your situation and determine whether our firm is an appropriate fit.
- 03
Clear scope and next steps
We explain the proposed services, requested documents, timing, and fees before the engagement begins.
- 04
Ongoing communication
We complete the agreed-upon work and keep you informed about questions, deadlines, and next steps.
Getting Here
Directions From Castaic
Clarita CPA Group — Valencia
28005 Smyth Drive, Suite 104Valencia, CA 91355
About 10 minutes from central Castaic via Interstate 5 south to Magic Mountain Parkway.
Prefer to stay local?
Many Castaic clients work with us entirely by phone, video call, and secure document exchange — no drive required.
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
FAQs
Castaic CPA Frequently Asked Questions
Do you have an office in Castaic?
Our closest office is in Valencia at 28005 Smyth Drive, Suite 104 — just a short drive down Interstate 5 from Castaic. We also have offices in Newhall and Canyon Country, and virtual appointments are always available.
What CPA services do you provide to Castaic residents and businesses?
Individual and small-business tax preparation, small-business CPA services, business formation, bookkeeping, year-round tax planning, and IRS or California tax-debt relief.
Can I work with your firm without driving to Santa Clarita?
Yes. Many Castaic clients work with us entirely by phone, video call, email, and secure document exchange. In-person meetings remain available whenever you prefer them.
Do you work with Castaic small businesses and contractors?
Yes. We work with contractors, trucking and logistics operators, service businesses, retailers, and other owner-operated companies in and around Castaic, including LLCs, S corporations, and partnerships.
Can you help with rental property in the Castaic and Val Verde area?
Yes. We handle rental income and expense reporting, depreciation, passive activity limitations, and sale-year planning for property owners in the Castaic area.
Do you handle IRS and Franchise Tax Board problems?
Yes. We assist with unfiled returns, IRS and FTB notices, payment arrangements, liens, levies, and wage garnishments.
What should I bring to my first appointment?
Photo ID, your prior-year tax return, W-2s and 1099s, self-employment income and expense records, brokerage and retirement statements, mortgage and property-tax statements, and any tax notices. We send a personalized checklist when we schedule.
How do I get started?
Call (661) 627-1099 or submit the consultation form on this page. We'll learn about your situation, confirm we're a good fit, and explain scope and fees before any work begins.
Ready when you are
Talk With a CPA Serving Castaic
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 — Valencia
28005 Smyth Drive, Suite 104
Valencia, CA 91355
Monday – Friday · 8:30 AM – 5:00 PM Pacific Time
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