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

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Integrity

Absolute dedication to choosing what is
right, honest, and responsible.

Dependability

Being reliable through timeliness of
communication & accurate customer-focused service.

Growth

Uncomfortably pursuing information to
increase value provided to our community.

Innovation

Identification and utilization of functional
technology in search of easy, more accurate process.

Together

Unified through business to improve as a
common cause.

Tax Return Preparation/Conversation

In order to help the tax preparation process run smoothly, having all pertinent information available and organized is the client’s highest priority. Blue Heron CPAs has created a questionnaire within the Portal to allow for more efficient communication and help ensure errors are not made in the tax return preparation process.

Some important things to have prepared for your meeting:

  • All Tax Documents – W2s, 1099s, 1098, 1099 Consolidated, 1095A
  • Prior Year Tax Return
  • Driver’s License
  • Portal Organizer Complete

Bookkeeping Services

Utilizing Blue Heron for bookkeeping adds another member to your team. Providing us a full-view of your entire company within our first meeting allows us to evaluate what level of services are needed. If you bring the following documents and software logins, we can better assess how we can help you and your business the most.

Some important things to have prepared for your meeting:

  • Prior Year Tax Return
  • Payroll Reporting Information
  • Sales Tax Reporting Information
  • Revenue Procedures
  • Expense Procedures
  • Equipment and Loan Information
  • Banking Information

Individual Tax Consulting

Having trouble understanding a concept or looking for advice on selling your home, retirement, or estimated payment? Having all the pertinent information available in our consultation will help make sure we get you the correct answers. Explore our FAQ section to help answer some questions you may have.

Some important things to have prepared for your meeting:

  • Prior Year Tax Return
  • Purchase and Sale Documentation for Investments
  • Pertinent Tax Documents – W2s, 1099s, 5498, 1098, Charitable Statements

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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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