What to Expect After You Retire (From a Tax Standpoint): What Most People Miss

Retirement is supposed to feel lighter and less complicated. Unfortunately, taxes often get more complicated — not because you did anything wrong, but because […] Read more

What Amount Of My Social Security Is Taxable (and What to Do About It)

If you’ve ever felt like “I only took out a little extra from my IRA… why did my tax bill jump so much?”—you’re not […] Read more

Choosing a Tax Preparer as a Retiree (Without Getting Tricked by Titles)

Most people try to choose a tax preparer the same way they choose a dentist: “My friend likes them.” “They’ve been doing this forever.” […] Read more

Estimated Tax Payments Explained for Retirees and How To Avoid Them

This guide is for retirees who are living off Social Security, retirement accounts, and investments — and want a simple plan to avoid surprise […] Read more

Blue Heron CPAs: Our Retiree Tax Process, Our Average Client, and Why We Exist

Retirement is supposed to feel lighter. But for a lot of people, taxes are the part that still feels… heavy. Maybe you’ve got Social […] Read more

Selling Your Home as a Retiree Moving to Florida: A Practical Tax & Planning Guide

Great choice! Moving to Florida as a retiree can be a great decision for taxes. Relocating to Florida isn’t just a change of scenery; […] Read more

The New $6,000 Senior Deduction for 2025: What It Means (Who Actually Gets It)

If you’re 65+ (or you’re about to be), you’ve probably seen headlines about a new $6,000 “senior deduction” starting in tax year 2025. And […] Read more

IRMAA Surcharge Explained: Why Medicare Premiums Jump (and How to Plan)

Have you opened a Medicare premium notice and thought, “Wait… why did this get so expensive?” You’re not alone. One of the most common […] Read more