Blue Heron CPAs is a CPA accounting firm that offers tax preparation, bookkeeping, tax consulting services and more!

CPA Firm in Ocala

Accounting, Tax Preparation, Bookkeeping and Tax Consulting in Ocala, FL

How Does Blue Heron Help?

man golfing in the villages near ocala florida

Business Accounting in Ocala

  • Tax Preparation for LLCs, Partnerships, and S Corps
  • Bill Pay
  • Bookkeeping Services
  • Tax Planning for Businesses
  • Tax Efficiency in Operations Consulting
  • Estimated Payment Calculation

Employee Based Businesses

Bookkeeping and accounting information is the foundation for growing your business. In fact, accurate information is essential for making informed decisions about your finances. Accordingly, Blue Heron CPAs provides accurate and timely information, and we also create custom solutions to help you understand your data.

Industries we service in Ocala, FL
  • Real Estate Agents
  • Manufacturing
  • Restaurant
  • Technology
  •  Construction

Owner Operated Businesses

Education and information on how to document and create deductions in your business can save you money. Therefore, Blue Heron CPAs focuses on teaching and being responsive to business owners as they start and grow their business. We understand that larger opportunities exist as your business becomes more successful and efficient.

Software We Recommend for Owner Operated Businesses

Individual

Average Price

$300-$350
Minimum: $250

Includes:

 

  • 1099-Rs
  •  W-2s
  • 1099-INT & 1099-DIV
  • Consolidated 1099

Business Tax Individual

Average Price

$800-$1200
Minimum: $500

Includes:
  • Included in Individual
  • Business – Sole Proprietor
  • Business – Single-Member LLC
  • Quickbooks Consultation
  • 1099 Preparation
  • Bookkeeping is not included
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Accounting and Tax Services in Ocala

In a fast-growing city like Ocala, bookkeeping and accounting services are essential for managing cash flow and making sound business decisions. However, many small businesses struggle to keep up with the demands of these tasks. That’s where Blue Heron CPAs comes in. Our team of certified public accountants (CPAs) can help you with a customer-focused process that makes tax preparation and bookkeeping less stressful.

Our CPA firm in Ocala has a focus on not just accounting, but also on building business intelligence so that your company can operate at its highest efficiency and capacity. For this reason, we use tech-forward processes to inform large companies about their operations, while we take a customer-focused approach for small businesses in need of education from trusted accounting advisors.
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Software Used By Blue Heron

Bookkeeping Software

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We have Certified QuickBooks Online ProAdvisors on staff to help with your QuickBooks Online problems. We use QuickBooks Online because of its ability to share information easily with our clients, so that they have their information accessible and in front of them when decisions need to be made.

Additionally, we develop information through bookkeeping services to make your company better

Data Visualization Software

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Blue Heron CPAs develops dashboards with Power BI, the leading visualization software developed by Microsoft. Power BI allows you to build dashboards and display information securely, quickly, and reliably.
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How We Work

Blue Heron CPAs offers consultative bookkeeping and accounting services. We invest the proper amount of time to ask the proper questions to understand your organization's needs and make helpful recommendations on tools to improve your operations.

In addition, we have invested in technology to make communications more efficient. Blue Heron CPAs uses an easy-to-use application called TaxDome, which we refer to as "Portal," to gather information from you and we never outsource our work to overseas agencies.

We have the following client offices, and are primarily based in Ocala.
  • Ocala – Located Close to the Downtown Square
  • Leesburg – Located next to City Hall in Downtown Leesburg 
Our consultative approach to accounting services helps develop better companies.
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Testimonials

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I used Blue Heron CPA's this tax season for both personal, business and also for the lovely letter from the IRS for a previous tax season. Everything was taken care of in a timely manner and very professionally. When things were confusing to me they were explained in a manner in which I then understood. They took their time to make sure I was comfortable and understood before moving on. I would highly recommend Blue Heron CPA's.

K.H.

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When we first moved to The Villages, Florida we were in need of a CPA to do our taxes. We lucked out when we found Nathan Gauger at Blue Heron CPAS. We had figured that being in a new state clear across the country …that we would be in for a great big hassle. But, to our surprise, Nathan made our transition painless. It is now our second year with Nathan Gauger at Blue Heron CPAS and we could not be happier with the fast and accurate service as well as reasonable fees.

J.W.

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