Individual Tax Preparation
Federal and state returns for W-2 employees, retirees, self-employed, and individuals with any income situation.
Learn More →Tax Preparation & Bookkeeping Services in Santa Maria, CA
From tax prep and notary services to bookkeeping, payroll, and year-round planning, Heath Income Tax helps individuals, families, and small businesses handle the financial details with confidence.
Whether you need to file a tax return, clean up your books, manage payroll, or get your business records ready for tax season, our team is here to make the process easier. Heath Income Tax provides tax and bookkeeping services in Santa Maria, CA, with practical support for individuals, families, small businesses, and clients across the Central Coast.
Tax Preparation
Business Tax Preparation
Returns for S-Corps, C-Corps, partnerships, LLCs, and sole proprietors — filed accurately and on time.
Learn More →Trust & Estate Tax Returns
Form 1041 fiduciary income tax returns for trusts and estates — handled carefully and in compliance.
Learn More →Prior-Year & Back Taxes
Unfiled returns, IRS compliance, and getting current with the California FTB — handled without judgment.
Learn More →Amended Returns
Something wasn't right on a prior return? We file Form 1040-X to correct errors and claim any refund owed.
Learn More →Additional Services
Tax Planning & Consulting
Year-round strategy sessions to reduce your tax liability, plan for major decisions, and avoid surprises.
Learn More →Notary Services
Licensed notary on-site at our Santa Maria office — available alongside your tax appointment.
Learn More →CFO Advisory Services
Fractional CFO-level financial oversight, budgeting, forecasting, and strategic guidance — without the cost of a full-time hire.
Learn More →Business Consulting
Entity selection, business formation, growth strategy, and operational guidance for small business owners on the Central Coast.
Learn More →Bookkeeping
Bookkeeping
Monthly reconciliation, clean records, and year-end books ready for a faster, less expensive tax return.
Learn More →1099 Preparation
1099-NEC and 1099-MISC filing for contractors and vendors — accurate, on time, and IRS-compliant.
Learn More →Payroll Services
Payroll processed on time with deposits, quarterly filings, and year-end W-2s handled for you.
Learn More →Why Choose Heath Income Tax?
Tax and Bookkeeping Services That Work Together
When your books are clean, your tax return is easier to prepare. When your tax preparer understands your business, your bookkeeping can be set up in a way that actually supports tax season.
At Heath Income Tax, we do more than file returns. We help individuals and small businesses stay organized, prepare accurately, and make better decisions throughout the year.
You Get Practical Help, Not Just Forms
You should not have to guess your way through taxes, payroll, notary work, or bookkeeping. We help you understand what you need, what comes next, and how to stay ahead of deadlines.
Built for Individuals and Small Businesses
We work with W-2 employees, families, retirees, self-employed workers, rental property owners, contractors, LLCs, corporations, partnerships, and small businesses across Santa Maria and the Central Coast.
Not Sure Which Service You Need?
You do not need to figure everything out before you call. Tell us what is going on, and we will help you understand which tax preparation, bookkeeping, payroll, notary, or planning service fits your situation.