Schedule a Meeting

Tax Return Preparation/Conversation

Schedule A Meeting

In order to help the tax preparation process run smoothly, having all pertinent information available and organized is the client’s highest priority. We have 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 Consultation

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.

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