Individual Tax Preparation
Federal and California returns for W-2 employees, retirees, families, and everyone in between.
Individual Tax Preparation →
Remote Tax Services · Santa Maria, CA
Tax Preparation Services for California Clients
Heath Income Tax helps individuals, families, self-employed taxpayers, and small businesses in California with tax preparation, bookkeeping, payroll, and tax planning. Whether you need to file a personal return, prepare business taxes, clean up your books, or plan ahead, our team helps you handle the details with confidence.
Request a Consultation
We'll reach out within one business day.
Thanks — we'll be in touch within one business day.
Serving Clients in California
Heath Income Tax helps clients across California with federal and state tax preparation, whether they live there full-time, run a business there, or simply prefer working with a trusted, experienced tax firm remotely.
Based in Santa Maria, California, we've built a secure remote process that makes it easy for California clients to send documents, receive completed returns, and get answers to their questions — all without stepping foot in our office.
Who We Help in California
We work with a wide range of individuals and businesses — from first-time filers to complex multi-entity situations.
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.
Students
Education credits, scholarship rules, and first-year returns done right from the start.
Military Members
Combat pay exclusions, BAH, state benefits, and military-specific deductions covered.
State Tax Notices
Received a notice from the California tax authority? We review it and help you respond.
Services for California Clients
We offer the full range of tax, bookkeeping, and payroll services to California clients remotely.
Business Tax Preparation
S-Corps, C-Corps, partnerships, LLCs, and sole proprietors — all business structures handled.
Business Tax Preparation →Self-Employed & 1099 Tax Help
Schedule C, quarterly payments, home office, vehicle, and self-employment deductions maximized.
Self-Employed & 1099 Tax Help →Prior-Year Tax Returns
Behind on filing? We prepare unfiled returns and help you get current with the IRS and California Franchise Tax Board.
Prior-Year Tax Returns →Amended Returns
Need to correct a previously filed return? We file amended returns and handle the follow-up.
Amended Returns →State Tax Notice Help
Received a notice from the California Franchise Tax Board? We review it, explain it, and respond on your behalf when needed.
State Tax Notice Help →Bookkeeping
Monthly reconciliation, clean records, and year-end books ready for a smooth tax filing.
Bookkeeping Services →Payroll Support
Payroll processed on time with tax deposits, quarterly filings, and W-2s handled for you.
Payroll Support →Tax Planning & Consulting
Year-round strategy to minimize your tax liability and stay ahead of law changes.
Tax Planning & Consulting →Notary Services
Licensed notary on-site at our Santa Maria office — available when visiting in person.
Notary Services →
How It Works
As Easy as 1-2-3
Working with us from California is straightforward. Here's what the process looks like.
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 — by phone, securely online, or in person if you're ever in the area.
Why California Clients Choose Heath Income Tax
There are plenty of tax preparers out there. Here's why clients from California and across the country trust us with their returns.
Family-Owned Firm
Heath Income Tax is a family business — not a franchise, not a chain. You work with real people who care about getting it right.
Three Generations of Experience
Our family has been serving clients for three generations. That depth of experience shows in every return we file.
Remote-Friendly Process
We've built a simple, secure way to work with clients anywhere. California clients get the same quality of service as our walk-in clients.
Individual & Business Tax Preparation
Whether it's a personal return, a business return, or both, we handle it. One firm for all your tax needs.
Bookkeeping & Payroll Support
Beyond taxes, we offer bookkeeping and payroll services for small businesses — all handled remotely.
Year-Round Support
We're here when you have a question in July, not just when tax season rolls around. Life doesn't wait for April.
Personal Service
We know your name and remember your situation. You're not a ticket number — you're a client we've built a relationship with.
Secure Document Handling
Your sensitive financial documents are handled with care through our secure remote document exchange.
Common Situations We Help With
Whether your situation is simple or complex, we have experience with it.
W-2 Income
Employer wages, benefits, and withholding optimized and reported correctly.
1099 / Self-Employment Income
Contractor income, business deductions, and quarterly payments handled from start to finish.
Retirement Income
Social Security, pensions, RMDs, IRA distributions — proper treatment and withholding reviewed.
Investment Income
Capital gains, dividends, crypto, and wash sale rules applied correctly to your return.
Rental Property Income
Rental income, depreciation, expense deductions, and passive loss rules applied.
Prior-Year Filing
Behind on returns? We catch you up and help minimize penalties wherever possible.
State Tax Notices
We review notices from the California Franchise Tax Board, explain what they mean, and help you respond correctly.
Small Business Bookkeeping
Monthly reconciliation and clean records that make tax season simpler and cheaper.
Payroll Support
Payroll processed on time with all required deposits, filings, and year-end W-2s.
Tax Planning Questions
Wondering how to reduce next year's bill? We offer year-round planning and consulting.
1,100+
Returns Annually
49
States Served
3
Generations of Service
Year-Round
Tax Support
Frequently Asked Questions — California Clients
Do you serve clients in California?
Yes - we serve clients in California and 48 other states via our secure remote process. You do not need to travel to our Santa Maria office. We handle everything by phone, email, and secure document upload.
Can I work with you remotely?
Absolutely. We have built a straightforward remote process for out-of-state clients. You send us your documents securely, we prepare your return, review it with you by phone or video, and file it. Many clients never need to visit our office.
Do you prepare both federal and California state returns?
Yes - we prepare federal and California state returns together. Having both done by the same preparer means nothing gets missed, and items that flow between the federal and state return are handled correctly.
Do you help self-employed taxpayers in California?
Yes - self-employed clients and independent contractors are one of our most common client types. We handle Schedule C, quarterly estimated payments, home office deductions, vehicle use, and all related filings.
Can you help with bookkeeping or payroll for a California business?
Yes - we provide remote bookkeeping and payroll services for small businesses in California. Monthly reconciliation, clean records, and payroll deposits handled on your schedule.
Can you help with prior-year returns for California clients?
Yes - we prepare unfiled returns going back as many years as needed. Voluntarily filing before the IRS or state contacts you significantly reduces your exposure to penalties. Bring what you have and we will sort out the rest.
Can you help with a California Franchise Tax Board notice?
Yes - if you have received a notice from 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.
Cities We Serve in California
Heath Income Tax serves clients in person from our Santa Maria office throughout the Central Coast, and remotely across the state.
Arroyo Grande
Trusted tax services for Arroyo Grande's families and local businesses.
Learn More →Atascadero
Personalized tax services for Atascadero's community and local businesses.
Learn More →Bakersfield
Tax expertise for Bakersfield families, farmers, and small businesses.
Learn More →Buellton
Reliable tax services for Buellton's growing community and businesses.
Learn More →Goleta
Professional tax services for Goleta's tech, agriculture, and family clients.
Learn More →Lompoc
Trusted tax and bookkeeping services for Lompoc families and businesses.
Learn More →Los Alamos
Tax and bookkeeping services for Los Alamos and the Santa Ynez Valley corridor.
Learn More →Los Olivos
Tax expertise for Los Olivos wineries, ranches, and families.
Learn More →Montecito
Discreet, expert tax services for Montecito's families and estates.
Learn More →Morro Bay
Tax and bookkeeping services for Morro Bay's coastal community and businesses.
Learn More →Nipomo
Local tax expertise for Nipomo families and business owners.
Learn More →Orcutt
Convenient tax services for Orcutt residents and businesses.
Learn More →Paso Robles
Tax expertise for Paso Robles wine country businesses and families.
Learn More →Pismo Beach
Tax preparation and bookkeeping for Pismo Beach residents and hospitality businesses.
Learn More →San Luis Obispo
Professional tax services for SLO County's growing business community.
Learn More →Santa Barbara
Trusted tax preparation and planning for Santa Barbara families and businesses.
Learn More →Santa Maria
Our home base — serving Santa Maria families and small businesses for years.
Learn More →Santa Ynez
Tax expertise for Santa Ynez Valley's ranches, wineries, and families.
Learn More →Solvang
Tax and bookkeeping services for Solvang's tourism businesses and residents.
Learn More →Templeton
Boutique tax services for Templeton's close-knit community and farms.
Learn More →Vandenberg Space Force Base
Specialized tax services for Vandenberg SFB military members and civilian employees.
Learn More →Vandenberg Village
Tax services for Vandenberg Village's military and civilian families.
Learn More →Why We Serve California
We are proud to serve clients throughout California with practical, reliable tax help built around real life. From families and retirees to small business owners, contractors, remote workers, and self-employed taxpayers, our clients come to us because they want clear answers, accurate work, and year-round support.
Whether you live in California full-time, recently moved, work remotely, own a business, or have income in more than one state, Heath Income Tax can help make tax season easier with tax preparation, bookkeeping, payroll, planning, and ongoing support.
Need Tax, Bookkeeping, or Payroll Help in California?
Whether you need a simple tax return, business tax help, bookkeeping support, prior-year filing, or help with a state notice — Heath Income Tax can help, wherever you are in California.