CPA Firm in The Villages

Retirees and senior individuals undergo a much different tax process than the majority of the population due to the different deductions and credits that they may be eligible for which can make tax preparation for seniors complicated. 

As a result, it is important to work with a CPA firm in The Villages who is experienced in tax preparation for seniors. Blue Heron CPAs is here to help with a customer-focused process that makes taxes less stressful every year and also makes it easy to access your documents in the future.

Residents in The Villages founded our CPA firm with the goal of helping retirees maintain their lifestyle. We understand the unique tax challenges that retirees face, and we are committed to providing them with the best possible service.

As a CPA in The Villages, we educate our clients on tax planning and work with financial advisors to evaluate decisions that impact their retirement accounts. We believe that tax planning is an essential part of retirement planning, and we are here to help you make the most of your retirement years.

Blue Heron CPAs help seniors minimize their tax liabilities by developing solutions for their tax preparation and planning. In addition, we de-stress them from avoidable tax liabilities. We understand that taxes can be complicated, but we are here to make the process as easy as possible for you.

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.

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