Tax season should not leave you guessing. Heath Income Tax provides tax preparation services in Santa Maria, CA for individuals, families, business owners, retirees, landlords, trusts, estates, and clients with more complex filing needs.
We prepare tax returns for a wide range of clients, from simple W-2 employees to business owners, rental property investors, retirees, and multi-state filers. If your tax situation feels simple, complicated, or somewhere in between, we help you understand what needs to be filed and what documents matter.
Heath Income Tax provides full-service tax return preparation with clear communication, careful review, and no unnecessary guesswork.
We prepare Form 1040 tax returns for individuals, families, retirees, W-2 employees, self-employed workers, students, investors, and clients with changing life situations. We help you report your income correctly, claim the deductions and credits that apply, and understand what to expect before your return is filed.
Learn More →Business tax preparation requires more than plugging numbers into forms. We prepare tax returns for sole proprietors, LLCs, partnerships, S-Corps, and C-Corps, helping business owners file accurately and stay compliant.
We can also help connect your bookkeeping, payroll, and tax filing needs so tax season feels more organized.
Trust and estate tax returns require careful handling. We prepare Form 1041 fiduciary income tax returns, including income reporting, deductions, distributions, and K-1 preparation when applicable.
Learn More →If you have unfiled tax returns, you are not alone — and you do not need to keep putting it off. We help clients catch up on prior-year returns, respond to IRS or California FTB compliance issues, and move forward without judgment.
Learn More →If a prior tax return was filed incorrectly or something important was missed, we can help prepare an amended return. We file Form 1040-X to correct errors, update filing status, add missing tax documents, or claim deductions and credits that may have been overlooked.
Learn More →Moved during the year? Worked remotely? Earned income in more than one state? Multi-state tax filing can get confusing quickly.
Getting your taxes done should not feel complicated. Here is what working with us looks like.
Tell us a little about yourself and what service you are interested in. We will help you understand whether you need individual tax preparation, business tax filing, prior-year tax help, an amended return, or another service.
Prepare your W-2s, 1099s, retirement income statements, business records, prior-year returns, and any IRS or FTB notices. If you are not sure what to bring, we can help you make a list.
We meet with you, review your information, and complete your return. Many clients leave with their taxes fully filed and a clear understanding of what was submitted.
We're based in Santa Maria and have served the Central Coast community for decades. Walk in, call us, or drop off your documents.
Heath Income Tax is a family business — not a franchise, not a big-box chain. You work with real people who care about getting it right.
Our family has been helping clients with taxes and financial services for three generations. That depth of experience shows in every return we file.
We know your name, remember your situation from last year, and give you the attention a large firm simply can't provide.
We're here when you have a question in July, not just when you need a return filed in April. Life doesn't wait for tax season.
Your sensitive financial documents are handled with care — in person or via our secure remote document exchange for out-of-area clients.
We serve clients in-person from our Santa Maria office, including Orcutt, Guadalupe, Nipomo, Arroyo Grande, Lompoc, Santa Barbara, and surrounding Central Coast communities. Remote clients in 49 states are welcome via secure document exchange.
View All Service Areas"Very personable, fun to work with, very intelligent, great family atmosphere, good sense of humor and gave us quick accurate service. I highly recommend Heath Income Tax to all my friends and family!"
"Lynne has done a great job processing our taxes for several years. She knows the intricacies of the ever changing rules and laws. I recommend Heath Income tax to everyone!"
"Great place have been using them for years and have always been satisfied."
Most individual returns take 45 to 60 minutes. More complex returns — including business income, multiple income sources, or multi-state filings — may take longer. We will give you a better estimate once we understand your situation.
Appointments are strongly preferred so we can give you our full attention and complete your return during the visit. For simple questions or document drop-offs, call ahead and we can let you know if a walk-in works.
Yes. We prepare your California state return alongside your federal return. For clients with multi-state needs, we also prepare returns for other states.
We handle prior-year returns regularly. Bring whatever tax documents you have and let us know which years are missing. We will help you understand what to gather and get you caught up without judgment.
Pricing depends on the complexity of your return. Contact us to discuss your situation and we can give you a better idea of what to expect. In many cases, clients find our fees are significantly lower than what they would pay at a large accounting firm.
Call us first. We stand behind every return we prepare and can help you understand what the letter means, what it requires, and what to do next.
Schedule a tax appointment with our Santa Maria team today — accurate, affordable, and done right the first time.
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