College Students
Education credits, scholarship rules, and first returns — done right.
Learn more →Clients We Serve
We work with individuals, families, and business owners at every stage of life and every financial situation. The pages below highlight the client types we see most often — but they are far from the only people we help.
From retirees managing RMDs to college students filing for the first time, Heath Income Tax has the experience to handle your specific situation — accurately and without unnecessary stress. If you don't see yourself in the list below, that doesn't mean we can't help. Reach out and we'll let you know.
Clients We Commonly Help
Families
Child credits, education savings, and dependent care — maximized.
Learn more →High-Income Individuals
AMT, NIIT, and advanced strategies for high earners.
Learn more →Independent Contractors
1099 income, deductions, and quarterly taxes — without the surprises.
Learn more →Investors
Capital gains, dividends, crypto, and wash sales — reported correctly.
Learn more →Life Events
Marriage, divorce, a new baby, a home — big changes need careful tax planning.
Learn more →Military Families
Combat pay, BAH, state benefits, and military-specific deductions — covered.
Learn more →Multi-State Taxpayers
Remote work, relocation, or income from multiple states — handled correctly.
Learn more →Retirees
Social Security, RMDs, and pension income — navigated with care.
Learn more →Self-Employed
Schedule C, quarterly taxes, and retirement deductions — handled.
Learn more →W-2 Employees
Withholding, deductions, and benefits — optimized for salaried workers.
Learn more →These are the client types we see most often — not the only situations we handle. We help all kinds of individuals, families, and business owners with their taxes. If you don't see yourself here, reach out — we can likely help.
Not Sure If We Can Help?
The client types listed here are the ones we work with most often — not the only ones we serve. We help all kinds of individuals, families, and business owners with their taxes. If you're not sure whether we're a fit, just call us.