Blue Heron CPAs invests the proper amount of time to ask the proper questions to get your tax return properly filed. In addition, we have invested in technology to gather information through an easy-to-use application called TaxDome, which we call “Portal”. This makes tax preparation more efficient, and as a result, allows us to actively develop our client experience every year to make tax preparation easier and less stressful.
If you would like to sit down for a consultation, we have the following client offices located close to The Villages:
- Ocala – Located Close to the Downtown Square
- Leesburg – Located next to City Hall in Downtown Leesburg
We may visit the households of elderly and non-mobile clients to help with the tax preparation process. We typically make house appointments after an existing client has moved into an assisted living facility or has become non-mobile.
Our tax preparation process makes it easier for clients to defend their returns, as the IRS is more likely to accept returns that are prepared by a professional. In addition, our storage process makes it easy to obtain important tax documents after life events happen, such as flooding, death, or fire. This is because we store your documents in a secure location that is easily accessible to you