Book a Discovery Call
A 30-minute virtual call with a CPA about your retirement tax questions.
Meet With a Retirement Tax CPA
Blue Heron CPAs PLLC — Florida CPA Firm License No.
AD71274
Whether you need help with your annual return or want to plan ahead for Roth conversions, RMDs, or Medicare IRMAA, a discovery call is the first step. We’ll talk through your situation, answer your questions, and tell you honestly whether we’re the right fit. Calls are held virtually, so you can join from anywhere in Florida.
Select the CPA you’d like to meet with below and choose a time that works best for your schedule.
Nathan Gauger, CPA
Florida License No. AC57064
Leah Lewis, CPA
Florida License No. AC61183
Kentucky License No. 14118
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.
What to Expect During Your Discovery Call
Your discovery call is a chance to share your retirement income picture and the decisions ahead of you, so we can recommend the right next step: tax preparation, tax planning, or both.
During our conversation, we may discuss:
- Your income sources: Social Security, pensions, IRAs, investments
- Decisions coming up: Roth conversions, RMDs, a move, a large sale
- Whether you need preparation, planning, or both
- How our secure virtual process works
- Fees and next steps
Business owner? Mention it when you book and we’ll let you know whether we’re a fit.