Tax Consulting in Santa Clarita
Proactive tax planning for Santa Clarita businesses and individuals. We look at the year ahead, model the options while you can still act on them, and take the surprise out of April — with a flat fee you approve first.
Book a free consultation
15 minutes, no obligation. Tell us what's coming up and we'll tell you whether planning can help — and we respond the same business day.
Based in Santa Clarita
We plan taxes for Santa Clarita businesses and families — owners in the Valencia Industrial Center, contractors working across the Antelope Valley, and households with a business on one side and a W-2 over the hill on the other. Call during business hours and you'll hear back the same day, whether it's February or July. We're open year-round, and you reach us directly.
What we do
Planning ahead, not just filing behind
Tax preparation records the year that's over. Tax planning happens while you can still change the outcome — we run your real numbers through the options and show you the difference before a deadline closes the door.
For business owners
Decisions modeled on your actual figures, not a rule of thumb.
- Entity strategy — sole prop, LLC, or S-corp, modeled both ways
- Reasonable-compensation and owner-pay planning
- Quarterly estimates based on real numbers, not last year's
- Timing income and expenses across tax years
- Planning before you sell, buy, or expand
For individuals & families
The bigger the year, the more there is to plan for.
- Stock compensation and RSU timing
- Rental and real-estate tax planning
- Big events — a sale, an inheritance, a windfall
- Retirement-contribution and Roth-conversion tax modeling
- Multi-year projections so there are no surprises
The situations we see most in Santa Clarita
A lot of our work looks like this: a first profitable year and a tax bill nobody planned for. An owner wondering whether an S-corp is finally worth it. RSUs about to vest, or a property about to sell. If a big number is coming and you'd rather see it early, that's exactly when to call.
Why people stay
What you can expect
The same-day rule
Call or email during business hours and you'll hear back the same day. That is how we run the firm.
We model it both ways
Planning isn't opinions, it's numbers. We run your actual figures through the options and show you the difference — so the decision is yours, and it's informed.
We tell you when it's not worth it
If planning won't save you enough to justify the fee, we say so. Honest advice includes "you don't need this" — and we'd rather keep the relationship than sell you a meeting.
Communication
You'll always know the plan and the number.
Planning is only useful if you can act on it in time. The value isn't a clever idea in April — it's a clear number in October, while the moves are still open to you. We work ahead of the deadlines, not after them. Specifically:
- — Every call and email answered the same business day, all twelve months
- — A written plan you can actually follow, with the numbers behind it
- — Projections updated when your year changes — a new contract, a sale, a raise
- — A direct line to the person doing the planning — not a queue
It sounds basic. It's also what clients mention most in our reviews.
The NTTA Tax Group team
We're a small Santa Clarita team — tax planning, IRS representation, bookkeeping, and payroll specialists — built on a simple observation: people rarely leave an accountant over the numbers. They leave over the silence. Our rule: you always know the plan and where you stand, in March and in October alike.
Tax planning · IRS representation · Bookkeeping & payroll · Direct line: (661) 554-4495
How it works
What happens after you book
Book a consult
15 minutes by phone. Tell us what's coming up; we'll tell you if planning helps.
Share the numbers
Last return and this year's figures. We send a short checklist so nothing's missed.
We model the options
We run your real numbers through the choices and quantify the difference.
You get a plan & a number
A written plan you can act on, with the tax figure behind each move.
We stay reachable
Your year changes, the plan changes — same team, same number.
Pricing
How much does tax planning cost in Santa Clarita in 2026?
A planning consult starts at $475, with ongoing planning from $295 a quarter — a flat fee based on the scope of what you're planning for. You'll know the price before the meeting — and if the likely savings don't justify it, we'll tell you up front.
Planning consult
from $475
- One focused planning question
- Your numbers modeled both ways
- A written plan with the figures
- Priced before we start
Ongoing planning
from $295/qtr
- For business owners with moving parts
- Estimates updated on real numbers
- Check-ins before each deadline
- Year-round question access
Planning + prep + books
from $445/mo
- Planning through the year
- The return prepared from your own books
- Bookkeeping kept current
- One team, one set of numbers
Every situation is different, so we quote the whole engagement in your free consultation — in writing, before we start. The quote is the price.
Reviews
Rated 5.0 on Google
★★★★★ Seven reviews, every one five stars, every one verifiable. Read all of them on 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
"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
What we handle
Planning questions we work through all the time
Your first profitable year
The business finally made money — and now there's a tax bill nobody set aside for. We build a projection, get quarterly estimates on track, and find the moves still open before year-end so next April isn't a repeat.
Deciding on an S-corp
You've heard an S-corp saves tax, but the answer depends on your numbers. We model it both ways — reasonable-comp payroll, the tax at each level — and tell you honestly whether the savings clear the extra paperwork.
A one-time windfall or sale
A property or business about to sell, RSUs vesting, an inheritance landing. We model the tax and the timing options that are still open — before the transaction closes, when the choices still exist.
Where we work
Serving all of Santa Clarita
Valencia, Saugus, Canyon Country, Newhall, Stevenson Ranch, Castaic — if you're in the valley, you're local to us. We also plan for clients across the San Fernando Valley.
FAQ
Questions we get
What's the difference between tax preparation and tax planning?
Tax preparation is filing the year that's already over. Tax planning is looking ahead to change the outcome — it happens while you can still act, before year-end, before you sell, before you incorporate. Prep records what happened; planning is where the money is usually saved.
Who benefits most from tax planning?
Anyone whose taxes are more than a single W-2 — business owners, the self-employed, people with rental property or stock compensation, or anyone facing a big one-time event like selling a business or a home. If your return is one W-2 and the standard deduction, we'll tell you honestly that planning won't move the needle much.
How much does a tax planning consult cost?
A flat fee, quoted in writing before we start, based on the scope of what you're planning for. You'll know the price before the meeting — and if the likely savings don't justify the fee, we'll tell you that up front.
Can you help me decide whether to become an S-corp?
Yes. We model the numbers both ways — the payroll and reasonable-compensation requirements, and the tax at each level — so the decision comes from your actual figures, not a rule of thumb. If an S-corp doesn't save you enough to be worth the extra paperwork, we'll say so.
I'm selling a business or property. Can you plan for the tax?
Yes, and the time to do it is before the sale closes, not after. We model the tax on the transaction and the timing options that are still open to you. For the legal side of the deal we'll work alongside your attorney — we handle the tax, not the legal drafting.
Do you give investment advice?
No — we're not investment advisors and we don't sell products. What we do is model the tax side of a decision, like the impact of a Roth conversion, an RMD, or a retirement contribution, so you and your advisor can weigh it. You execute through your own accounts.
Let's get ahead of your taxes.
One free 15-minute call. You'll leave knowing whether planning can help your situation — and a straight answer either way.
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. We are not investment advisors or attorneys; this page is general information, not tax, investment, or legal advice for your specific situation.