Tax Preparation

Individual and Small Business Tax Preparation in Ocala, FL and The Villages

Welcome to Blue Heron CPAs

We work to make the tax preparation process less stressful and less complicated for you. Whether you are a retired individual or a full-time worker, we provide a helping hand with understanding your taxes. Our CPA Firm is happy to help you make better decisions through tax planning and being accessible when you have a question, even in the off-season.

In 2023, the IRS issued a press release that Taxpayers have unclaimed $1.5 billion in 2019 tax refunds.

This number does not reflect the amount of taxes filed where taxpayers were owed additional money from the IRS which they did not file for. Using a tax professional for tax preparation throughout the year is the best way to obtain the largest refund.

Customer Portal

Tax Dome LogoWhy We Use TaxDome
We have invested in software to make the customer experience easier and more efficient.

TaxDome is a secure communication platform developed to clients share important documents, stay up-to-date on deadlines, ask and answer questions in real time, and complete tax organizers.

Business Accounting

logo for quickbooks
We utilize Quickbooks Online for business accounting services. Businesses with significant expenses and revenues must utilize Quickbooks Online or another accounting software to provide Profit and Loss along with Balance Sheets.

Tax Preparation Process

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, click either “Schedule a Meeting” or “Signup for Services” button above.

Pricing Plans


Average Price
Minimum: $250
  • 1099-Rs
  •  W-2s
  • 1099-INT & 1099-DIV
  • Consolidated 1099

Complex Individual

Average Price
Minimum: $250
  • Included in Individual
  • Itemized Deduction
  • Multi-State Return
  • Sale of Property or Installment Sales
  • Multiple Consolidated 1099s
  • Rental and K1s

Business Individual

Average Price
Minimum: $500
  • Included in Individual
  • Business – Sole Proprietor
  • Business – Single-Member LLC
  • Quickbooks Consultation
  • 1099 Preparation
  • Bookkeeping is not included