Tax Preparation

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.

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.

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.