Blue Heron CPAs

About Blue Heron CPAs

Building confidence, peace, and reassurance for Florida retirees.

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A CPA Firm, Not a Financial Planner

Blue Heron CPAs is a Florida CPA firm focused on tax preparation and tax planning for retirees and people approaching retirement. We help you understand the tax impact of financial decisions before they become permanent.

We serve retirees virtually throughout Florida, with the capability of serving retirees in other states as well.

Tax preparation and tax planning for retirees. No investment sales, no asset management, just CPA tax guidance.

Meet Your CPAs

Blue Heron CPAs PLLC · Florida CPA Firm License No. AD71274

Portrait of Nathan Gauger
Florida License No. AC57064

Nathan Gauger, CPA

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Nathan Gauger, CPA (Florida License No. AC57064), leads Blue Heron CPAs' retirement tax practice. He prepares federal tax returns and builds multi-year tax plans for retirees and pre-retirees throughout Florida, with a focus on Roth conversions, RMDs, Medicare IRMAA, Social Security taxation, QCDs, and investment income. Nathan writes the firm's Insights articles on these topics. Before focusing on retirement taxation, he worked as a CFO consultant and built financial dashboards used by Fortune 500 companies. That analytical background shapes how he models tax decisions across multiple years.

Portrait of Leah Lewis
Florida License No. AC61183
Kentucky License No. 14118

Leah Lewis, CPA

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Leah Lewis, CPA (Florida License No. AC61183; Kentucky License No. 14118), works with Blue Heron CPAs' retiree clients on tax preparation and review of retirement returns, including Social Security, 1099-R income, RMDs, and investment income. Leah is known for her attention to detail and plain-language explanations. She spent more than eight years in audit with KPMG, BDO, Grant Thornton, and Ernst & Young, leading engagements for Fortune 500 and private companies.

Blue Heron CPAs PLLC is a licensed Florida CPA firm. Nathan Gauger, CPA is licensed in Florida. Leah Lewis, CPA is licensed in Florida and Kentucky. License status may be independently verified through CPAverify or the Florida Department of Business and Professional Regulation.

Recognized for Excellence

Honored by our profession and our community

  • Professional Achievement

    Portrait of Nathan Gauger

    Nathan Gauger, CPA

    2025 FICPA Horizon Award

    Award Recipient

    2025

  • Leadership Recognition

    Portrait of Leah Lewis

    Leah Lewis, CPA

    FICPA Women to Watch

    Emerging Leader Nominee

    2025

  • Local Recognition

    Clermont Sun Reader's Choice 2026 Winner badge

    Blue Heron CPAs

    2026 Best of Clermont, Best Accountant / CPA

    Community Recognition

    2026

Work With Us From Anywhere in Florida

Our process is virtual by design, so retirees anywhere in Florida get the same CPA attention as a client across the street.

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  • Secure client portal for uploading and exchanging documents
  • Video meetings with your CPA
  • Electronic signatures
  • Secure delivery of your completed return
  • Direct, ongoing communication with our CPA team