Trusted CPA Services in The Villages, FL
Including Lady Lake, Leesburg, Wildwood, Summerfield, Belleview, Fruitland Park, Oxford, and Coleman.
The Villages, Florida is built around active retirement living, and the tax picture here is anything but simple. From managing required minimum distributions and Social Security taxation to navigating IRMAA surcharges and Roth conversion timing, retirees across Spanish Springs, Lake Sumter Landing, Brownwood, Fenney, Southern Oaks, and Middleton face decisions that directly affect how long their savings last. Blue Heron CPAs provides year-round tax planning, not just seasonal preparation, for Villages residents through our secure TaxDome portal. Whether you're coordinating qualified charitable distributions, reviewing 1099-R forms from pensions and annuities, or managing estimated payments on brokerage income, we bring the kind of focused retirement-tax expertise your financial life demands.
Retire with Confidence.
We've Got You Covered.
At Blue Heron CPAs, we focus on what matters most to retirees - keeping more of what you've earned and planning ahead for the years to come. Our specialized tax preparation and planning services are design for Florida retirees and available in your local community.
Retiree Tax Preparation
Expert preparation for Social Security, pensions, RMDs, investment income, and more - so you stay compliant and stress-free.
Tax & Income Planning
Strategic tax planning to help you minimize taxes, manage RMDs, reduce IRMAA surcharges, and make the most of your retirement income.
Retirement Lifestyle Focus
We look at your full financial picture - so your tax plan supports the lifestyle you've worked so hard to enjoy.
Dedicated Retiree Advisors
Work with CPAs who understand retirement and take the time to listen, explain, and guide you through every step.
Ready to Get Started?
Book a Free Discovery Call with Our Team
Let's talk about your goals. Whether you're looking for tax help, bookkeeping support, or a long-term financial partner, we're here to make it simple and stress-free.
Meet Your CPA Team
Nathan Gauger, CPA
Nathan Gauger, CPA, is a CFO consultant and tax strategist who excels in delivering value through data visualization and insightful dashboards. Leveraging his background in accounting, tax planning, and technology, Nathan developed dashboards utilized by Fortune 500 clients, providing data-driven insights that drive meaningful improvements. His expertise empowers companies to turn complex data into actionable strategies, optimizing financial outcomes and business performance.
Leah Lewis, CPA
CPA, audit specialist with over 8 years of experience with KPMG, BDO, Grant Thornton, and Ernst & Young. Leah has led audits for Fortune 500 companies and private clients, excelling in U.S. GAAP and PCAOB standards. Known for her attention to detail and strong communication skills, she supports clients through complex audits and guides teams to ensure timely, high-quality results.