Individual Tax Preparation
Federal and California returns for W-2 employees, retirees, families, and everyone in between.
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Tax Preparation Services in Montecito, CA
Tax Preparation Services in Montecito, CA
Heath Income Tax helps individuals, families, self-employed taxpayers, and small businesses in Montecito with tax preparation, bookkeeping, payroll, tax planning, and notary services. Whether you need to file a personal return, prepare business taxes, clean up your books, or plan ahead, our Santa Maria team helps you handle the details with confidence.
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Serving Montecito, CA
Our Santa Maria office on East Clark Avenue has been serving Central Coast families and businesses for three generations. Montecito clients are close enough to stop by in person, drop off documents, or simply call — whatever works best for you.
Whether you prefer to come in, call ahead, or use our secure document exchange, we make it easy. Our team knows the Central Coast community and the tax situations common to individuals and businesses throughout the area.
Who We Help in Montecito
We work with a wide range of individuals and businesses throughout Montecito and the surrounding Central Coast communities.
W-2 Employees
Salaried and hourly workers who want their return done accurately and every deduction found.
Families
Child credits, education savings, dependent care, and life-event changes handled correctly.
Retirees
Social Security, RMDs, pension income, and investment distributions navigated with care.
Self-Employed Taxpayers
Schedule C, home office, vehicle use, quarterly estimates, and retirement deductions handled.
Independent Contractors
1099 income, business expenses, and quarterly tax payments without the surprises.
Small Business Owners
S-Corp, C-Corp, LLC, and partnership returns — plus bookkeeping and payroll if needed.
Investors
Capital gains, dividends, crypto, wash sales, and investment income reported correctly.
Rental Property Owners
Rental income, depreciation schedules, expense tracking, and passive loss rules applied.
IRS / FTB Notice Help
Received a letter from the IRS or California FTB? We review it, explain it, and respond on your behalf.
Services for Montecito Clients
Full-service tax, bookkeeping, and payroll help — available in person at our Santa Maria office or by appointment.
Business Tax Preparation
S-Corps, C-Corps, partnerships, LLCs, and sole proprietors — all business structures handled.
Learn More →Self-Employed & 1099 Tax Help
Schedule C, quarterly payments, home office, vehicle, and self-employment deductions maximized.
Learn More →Prior-Year Returns
Behind on filing? We prepare unfiled returns and help you get current with the IRS and FTB.
Learn More →Amended Returns
Need to correct a previously filed return? We prepare Form 1040-X and handle the follow-up.
Learn More →IRS & FTB Notice Help
We review IRS and California FTB notices, explain what they mean, and respond on your behalf.
Learn More →Bookkeeping
Monthly reconciliation, clean records, and year-end books ready for a smooth tax filing.
Learn More →Payroll Support
Payroll processed on time with tax deposits, quarterly filings, and W-2s handled for you.
Learn More →Tax Planning & Consulting
Year-round strategy to reduce your tax liability and stay ahead of law changes.
Learn More →Notary Services
Licensed notary on-site at our Santa Maria office — available during your tax appointment or separately.
Learn More →
How It Works
As Easy as 1-2-3
Getting your taxes done with us is straightforward. Here's what the process looks like for Montecito clients.
Call
Tell us where you live and what kind of help you need. We'll walk you through the process and let you know what to gather.
Gather Your Things
Prepare your W-2s, 1099s, retirement income statements, business records, prior-year return, notices, or other relevant documents.
We Help You Finish
We review your information, prepare the needed work, and guide you through the final steps — in person at our Santa Maria office or by phone if that's easier.
Why Montecito Clients Choose Heath Income Tax
Local Santa Maria Office
We're based in Santa Maria and have served the Central Coast community for decades. Walk in, call us, or drop off your documents.
Family-Owned Firm
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.
Three Generations of Experience
Our family has been helping Central Coast clients with taxes and financial services for three generations.
Personal Service
We know your name, remember your situation from last year, and give you the attention a large firm simply can't provide.
Year-Round Support
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.
Secure Document Handling
Your sensitive financial documents are handled with care — in person or via our secure document exchange.
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Visit Our Office
Our Santa Maria office is easy to reach from Montecito — just about 60 minutes away.
Address
1157 E Clark Ave # B
Santa Maria, CA 93455
Santa Maria, CA 93455
Phone
(805) 937-4646
Hours
- HoursBy appointment only
1,100+
Returns Annually
49
States Served
3
Generations of Service
Year-Round
Tax Support
Frequently Asked Questions — Montecito Clients
Do you serve clients in Montecito?
Yes - we serve individuals, families, and businesses throughout Montecito from our Santa Maria office, just about 60 minutes away. You can come in for an appointment, call us, or drop off your documents.
Do I need to live in Santa Maria to use your services?
Not at all. We regularly serve clients from Montecito, Lompoc, Arroyo Grande, Santa Barbara, and throughout the Central Coast. Many clients also choose to work with us remotely using our secure document exchange.
Can I drop off my documents?
Yes - you are welcome to drop off your tax documents at our office on East Clark Avenue in Santa Maria. Call ahead and we will let you know the best time. We review everything carefully and reach out with any questions.
Can I work with you remotely if I cannot come in?
Absolutely. We offer a secure document exchange for clients who prefer to handle everything by phone and online. Many Montecito clients work with us this way - it is simple, secure, and just as thorough.
Do you help Montecito small businesses?
Yes - small business owners are one of our most common client types. We handle business returns for S-Corps, LLCs, partnerships, and sole proprietors, plus bookkeeping and payroll if needed. Everything can be handled from our Santa Maria office or remotely.
Can you help with IRS or FTB notices?
Yes - if you have received a notice from the IRS or the California Franchise Tax Board, do not ignore it. We review the notice with you, explain exactly what it means, and prepare a response when one is needed. Call us before the deadline stated in the notice.
Why We Love Montecito
Montecito is one of the communities that makes the Central Coast feel like home. From local families and retirees to small business owners, contractors, remote workers, and self-employed taxpayers, Montecito is full of people who deserve practical, reliable tax help close to home.We are proud to serve Montecito from our nearby Santa Maria office and make tax season easier with tax preparation, bookkeeping, payroll, planning, and year-round support.
Need Tax, Bookkeeping, or Payroll Help Near Montecito?
Whether you need a simple tax return, business tax help, bookkeeping support, prior-year filing, or help with a notice — Heath Income Tax is your local Central Coast tax firm, just down the road from Montecito.