Tax Planning & Accounting for Stevenson Ranch, Based in Santa Clarita
RSUs that vested, a rental or two, an inherited account, a consulting business run from Pico Canyon — and the professional suites on The Old Road. Tax preparation, planning, bookkeeping and payroll for Stevenson Ranch, one flat fee in writing.
Book a free consultation
A free 15-minute call about your Stevenson Ranch household or practice. It ends with one price for your return, your books or both.
Based in Santa Clarita · Working in Stevenson Ranch
We’re in Santa Clarita, so Stevenson Ranch is about ten minutes for us, down The Old Road. Most of the work runs through our secure portal. And when the books live at the suite, we come to the suite.
Typical situations
Do you work with a household or a practice like mine in Stevenson Ranch?
Yes. These are the situations we hear about most from Stevenson Ranch.
The executive on Pico Canyon whose RSUs vested
The W-2 already carries the vesting income, and the brokerage 1099-B arrives with its supplemental statement — the broker’s page showing what the shares were worth at vesting. What goes wrong is the 1099-B shows little or no cost basis, so income already taxed on the W-2 gets taxed again — or nothing extra was withheld at the vest, and April brings a balance plus an underpayment penalty. We check every lot’s basis against the supplemental statement and set the estimates. Individual return, from $350, with the equity schedules quoted on the call.
The physician in the hills above The Old Road, paid through an S-corp
The S-corp issues its own payroll W-2 and a K-1 (the form that passes the profit through to your return), plus a retirement plan. Usually it’s a salary set too low next to the profit paid out as distributions (the IRS expects a working owner to take a reasonable salary), or a retirement plan that never got set up. We run the payroll as a flat monthly fee, size the salary, and file the S-corp and personal returns from the same numbers. Business return from $850, the owner’s personal return included.
The consultant working from a home office on Stevenson Ranch Parkway
1099-NECs from several clients, a Schedule C for the business profit, the home-office deduction, self-employment tax and quarterly estimates. Usually there were no estimates all year, and nobody asked the S-corp question. We set the estimates from real numbers, take the home office correctly, and model whether an S-corp would pay for itself on your numbers. Self-employed return, from $650.
The household near Richard Rioux Park with two rentals
A Schedule E (the rental income schedule) for each property, depreciation schedules, and repairs weighed against improvements. The two things we see most: no depreciation set up on the first property, which the IRS treats as taken anyway when it sells (the “allowed or allowable” rule), and a new roof written off as a repair. We build the schedules, split repairs from improvements, and plan the sale year, starting with what the sale of a rental costs in tax.
The family that inherited an IRA and a brokerage account
The inherited IRA comes with a drawdown clock (most non-spouse beneficiaries empty it within ten years, some with a required withdrawal every year), and the inherited brokerage shares take a stepped-up basis — their cost resets to their value on the date of death. Where it goes wrong: nothing taken for years and then a lump in the last year, or the shares reported at the parent’s old basis. We map the withdrawals across the years and fix the basis. Here’s how we plan an inherited IRA.
The dental office on The Old Road that outgrew its bookkeeper
A professional suite with staff, payroll run through an app that never tied to the books, owner draws mixed with salary, and the practice return. Most often payroll and the books are kept by two different people who never reconcile, so the return gets rebuilt in March. We keep the books and run the payroll as one flat monthly fee, in person at the suite when that’s easier, and file the practice and personal returns together. Business return from $850.
What we check
What do you check on a Stevenson Ranch return?
Before a Stevenson Ranch return goes out, we check the same seven things: equity-comp basis, withholding against two incomes, rental depreciation, the home-office and retirement pieces of a business run from home, inherited-account basis and withdrawals, the itemized-versus-standard comparison, and — for a suite on The Old Road — that payroll and the books tie before the return is built.
- RSU and ESPP (employee stock purchase plan) lots on the 1099-B checked against the supplemental statement, so income already taxed on the W-2 isn’t taxed twice
- Withholding on vesting and on two salaries measured against the April balance, with estimates set to the safe harbor — the level that avoids the underpayment penalty
- A depreciation schedule built for each rental, with repairs split from improvements
- The home office, the self-employed retirement contribution, and the S-corp salary question for a business run from home
- The stepped-up basis on inherited shares and the withdrawal schedule for an inherited IRA
- Charitable giving, mortgage interest and state taxes weighed against the standard deduction
- For an Old Road suite, payroll reconciled to the books before the practice return is prepared
That’s the checklist behind how we prepare the return and how a planning engagement runs.
Pricing
How much does an accountant cost in Stevenson Ranch in 2026?
Individual returns start at $350, self-employed at $650 and business returns at $850 with the owner’s personal return included, and bookkeeping and payroll are a flat monthly fee — every one of them quoted in writing before we start. What moves a quote above the floor here: equity-comp lots, the number of rentals, an inherited account, income from more than one state, and how many people a suite pays.
Individual return
from $350
- Two W-2s from a Stevenson Ranch household
- Interest and dividends
- Itemized or standard, compared
- The prior-year comparison review
- RSU and equity schedules quoted on the call
Self-employed
from $650
- Everything in Individual
- Schedule C for a consultant working from home, or Schedule E for one rental
- Quarterly estimates from real numbers
- The home-office and retirement review
Business
from $850
- The S-corp or partnership return for a physician’s S-corp or an Old Road suite
- The owner’s personal return included
- A books review before filing
- Year-round question access
Bookkeeping and payroll are a flat monthly fee based on your volume, and larger jobs get a written quote before we start. The quote is the price.
How it works
What happens after you book?
A free 15-minute call ends with one price for your situation, and the work starts from there.
The call
About six questions — what’s on the return, equity and rentals, a business run from home, a suite with staff, how far behind the books are.
Send documents
Through the secure portal, or we come by your suite on The Old Road.
We do the work
We prepare the return or run the suite’s books in-house — equity lots, rental schedules, payroll tied to the books — and review it with you.
You approve
Nothing is filed until you’ve seen it and signed off — an extension is free if April gets tight.
We stay reachable
Questions in July and an IRS letter in September go to the same team and the same number.
Communication
You’ll know where your return and your books stand.
The person who answers the phone is on the same small team that prepares the return and keeps the books. You get a status at every stage — received, in preparation, ready for review, filed.
The same-day rule
Call or email during business hours and you’ll hear back the same day, all twelve months.
In person in Stevenson Ranch
At your suite on The Old Road through our on-site service, or fully remote — your choice. Here’s how on-site visits work.
If an IRS or FTB letter shows up
Our team is admitted to practice before the IRS — forward the letter and we handle it: how we handle IRS letters.
The N&T Tax & Advisory Group team
We’re a small Santa Clarita team handling tax preparation and planning, bookkeeping, payroll and IRS representation. For Stevenson Ranch that mostly means equity, rentals, inherited accounts and the suites on The Old Road — and we’re reachable all year.
Tax preparation & planning · Bookkeeping & payroll · IRS representation · Direct line: (661) 554-4495
Reviews
Rated 5.0 on Google
★★★★★ Twelve reviews, every one five stars, every one verifiable. Read all of them on Google →
"Working with Alex was straightforward. I hadn't looked at my books all year, but he made my life easy and handled the whole profit and loss at the end of the year so I could get my taxes done."
Levon B. — via Google
"I came to this company with previous tax years and bookkeeping that were done incorrectly. They're very knowledgeable about what they do and help me get everything in order at a very reasonable price."
Sayra A. — via Google
"Alex helped me resolve a complicated tax situation that had been causing me a lot of stress. He was extremely knowledgeable, responsive, and efficient throughout the entire process."
Kevin B. — via Google
Where we work
Are you actually in Stevenson Ranch, or is this remote?
We’re based in Santa Clarita and we work both ways — remotely through the secure portal, or in person at your suite on The Old Road through our on-site service. You can see every community we serve and, across the freeway, our Valencia page.
Worth reading
What can you read before you call?
Read these three before you call: the S-corp salary question, inherited IRA withdrawals, and a big RSU year.
FAQ
What do Stevenson Ranch households ask before booking?
Do you work with Stevenson Ranch households, or only businesses?
Both. Most of the work here is household tax — equity compensation, rentals, inherited accounts, a business run from home — plus the books, payroll and returns for the professional suites on The Old Road.
My RSUs vested this year. What do you need from me?
The W-2, the brokerage 1099-B with its supplemental statement, and the vesting or release confirmations. We check each lot’s basis so the income already on the W-2 isn’t taxed twice, and we set the estimates for your next vest.
We own two rentals on top of our Stevenson Ranch home. Which return is that?
The self-employed return covers one rental; a second property moves the quote above the $650 floor, and we tell you the exact number on the call. We set up a depreciation schedule for each property and split repairs from improvements.
I run a consulting business from home. Should I be an S-corp?
It depends on the profit and the salary you’d have to pay yourself, so we model it on your numbers before you form anything. For many home-based consultants on Stevenson Ranch Parkway the answer is “not yet”; when it is yes, we file the election and run the payroll.
Are you actually in Stevenson Ranch?
We’re based in Santa Clarita, about ten minutes away down The Old Road. Most of the work runs through the portal. When the books live at the suite, we come out to you through our on-site service.
What does a tax return cost for a Stevenson Ranch household?
Individual returns start at $350, self-employed at $650 and business returns at $850 with the owner’s personal return included. Equity lots, extra rentals and an inherited account move the quote up, and you hear the exact number on the call. Bookkeeping and payroll are a flat monthly fee.
We inherited an IRA and a brokerage account. What changes on our return?
The inherited IRA has its own withdrawal rules — most non-spouse beneficiaries empty it within ten years — and the inherited shares get a stepped-up basis as of the date of death. We spread the withdrawals across the years so no one year takes the hit, and we put the shares in at the stepped-up number.
Can you handle an IRS or FTB letter?
Yes. Our team is admitted to practice before the IRS, so you forward the letter and we deal with it — notices, audits, back taxes and payment plans. You don’t have to be the one on the phone.
Ready to talk about your Stevenson Ranch return?
One free 15-minute call. You’ll leave knowing exactly what we’d check and what it costs, whether or not you hire us.
Rather talk now? Call (661) 554-4495 — reach us during business hours and you’ll hear back the same day.
Our team of federally licensed tax practitioners is admitted to practice before the Internal Revenue Service. This page is general information, not tax or accounting advice for your specific situation.