Blue Heron CPAs tax preparation process is not a one-day process. We have invested in technology to gather information through an easy-to-use application called TaxDome, which we refer to as “Portal”, to make tax preparation more efficient. Each year, we actively develop our client experience to make tax preparation easier and less stressful. Blue Heron CPAs will never outsource the tax return preparation overseas.
You can drop off your tax documentation at our office, where we will scan and retain it. Alternatively, you can upload it online. We prefer new clients to sit with us so that we can better understand their situation. Once you have uploaded all of your documentation, we will prepare your tax return
and use the Portal to communicate and clarify any questions. This way, you can respond on your own time.
To get started, “Schedule a Meeting” for a guided experience or “Signup for Services” for a "hands off" experience that gives you peace of mind.