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 STEVENSON RANCH
CPA and Tax Services in Stevenson Ranch, CA
Clarita CPA Group provides tax preparation, tax planning, bookkeeping, small-business accounting, and tax-resolution services to Stevenson Ranch families, professionals, and business owners — minutes from our Valencia office.
Stevenson Ranch sits on the western edge of the Santa Clarita Valley, just off Interstate 5 above Pico Canyon. It's a community of professionals, dual-income households, physicians and attorneys, entertainment-industry workers, and business owners — and those households often have returns that involve more than a W-2.
Clarita CPA Group is a Santa Clarita CPA firm with three local offices. Stevenson Ranch clients are typically served from our Valencia location on Smyth Drive, only a few minutes away.
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 exercise the options, buy the rental, close on the business, take the distribution, 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.
Stevenson Ranch 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 Stevenson Ranch
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 Stevenson Ranch and Western Santa Clarita
The most common Stevenson Ranch tax questions we see involve equity compensation, high W-2 income with underwithholding, rental and investment property, and professionals deciding whether to move a side practice or consulting income into an S corporation.
California adds its own layer: the LLC fee and franchise tax, state treatment of equity compensation, and residency questions for households with out-of-state work or property. We plan around those rather than discovering them in April.
In-person appointments are available at our Valencia, Newhall, and Canyon Country offices, and phone or video meetings are available for clients who prefer to work remotely. The CPA and team members assigned to your engagement are the people you'll actually work with.
Stevenson Ranch Neighborhoods and Nearby Areas We Serve
Stevenson Ranch · Pico Canyon · Southern Oaks · Westridge · Valencia (adjacent) · Newhall (adjacent) · Sunset Pointe
Why Clarita CPA Group
Why Stevenson Ranch 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 Stevenson Ranch
Clarita CPA Group — Valencia
28005 Smyth Drive, Suite 104Valencia, CA 91355
Under 10 minutes from Stevenson Ranch via The Old Road and Smyth Drive.
Prefer to stay local?
Many Stevenson Ranch 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
Stevenson Ranch CPA Frequently Asked Questions
Where is your closest office to Stevenson Ranch?
Our Newhall office at 22777 Lyons Avenue, Suite 204 is the closest — typically under 10 minutes from Stevenson Ranch. Our Canyon Country office is also available if that's more convenient.
What CPA services do you offer Stevenson Ranch clients?
Individual and small-business tax preparation, small-business CPA services, business formation, bookkeeping, year-round tax planning, and IRS or California tax-debt relief.
Do you handle equity compensation such as RSUs and stock options?
Yes. Many Stevenson Ranch households have RSUs, ISOs, NSOs, or ESPP shares. We handle the reporting correctly and plan around vesting, exercise, and sale timing — including AMT exposure on incentive stock options.
Can you work with two-income professional households with rental property?
Yes. Dual-income households with rentals, brokerage accounts, and dependents are one of our most common client profiles. We coordinate withholding, estimated payments, depreciation, and passive loss rules.
Do you serve Stevenson Ranch small businesses and professional practices?
Yes. We work with LLCs, S corporations, partnerships, medical and dental practices, consultants, and other owner-operated businesses across western Santa Clarita.
Do I need an appointment?
Appointments are preferred so the right team member is available. Call (661) 627-1099 or use the consultation form on this page.
Can I work with you virtually?
Yes. Phone, video call, and secure document exchange are available, and you can mix virtual and in-person meetings however you prefer.
What should I bring to my first tax appointment?
Photo ID, prior-year return, W-2s and 1099s, equity compensation statements, self-employment income and expense records, brokerage and retirement statements, mortgage and property-tax statements, and any tax notices.
Ready when you are
Talk With a CPA Serving Stevenson Ranch
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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