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Yes. Heath Income Tax provides tax preparation services in Santa Maria, CA for individuals, families, self-employed workers, and businesses. We also serve clients throughout the Central Coast and in many states remotely.
Yes. Many clients come to us after using DIY tax software because their situation became more complicated. We help you stop guessing, review the details, and file with more confidence.
Yes. We prepare individual tax returns, family tax returns, self-employed tax returns, and business tax returns for entities such as sole proprietors, LLCs, partnerships, S-Corps, and corporations.
Yes. We offer bookkeeping and payroll services for small businesses. Keeping your books and payroll organized throughout the year can make tax season smoother, faster, and less stressful.
An appointment is recommended for tax preparation and consulting. For notary services or simple questions, call our office first so we can point you in the right direction.
Yes. Heath Income Tax serves clients in 49 states through secure document exchange and remote communication. If your return involves multiple states, we can help you understand your filing requirements.
Please bring your prior year tax return, all W-2s and 1099s, Social Security numbers for everyone on the return, and any other income or deduction documents. Not sure what applies to you? Give us a call and we'll walk you through it.
Our fees depend on the complexity of your tax return and which services you need. Bookkeeping starts at $250 per month while tax returns typically start at around $200. We always provide a clear price estimate before we begin any work — no surprises.
Most individual returns are completed within 5–7 business days after we receive all your documents. More complex returns or extensions may take a bit longer.
Yes. We are open year-round and can help with tax planning, amended returns, IRS notices, bookkeeping, and more at any time of year.
Absolutely. We prepare returns for sole proprietors, LLCs, S-Corps, C-Corps, and partnerships, and also offer payroll and bookkeeping services.
Yes. Our Resources section includes our blog with tax tips, deadline reminders, and planning articles written in plain language. We also maintain an Important Links page with direct links to the IRS, California FTB, EDD, and all 50 state tax agencies.
