Blue Heron CPAs is a tax, bookkeeping, and accounting firm dedicated to providing customer-focused service. The firm emphasizes clear communication and responsiveness, ensuring clients receive prompt phone call returns. They aim to minimize clients' tax liabilities through careful planning and identification of all eligible deductions and credits.
Blue Heron CPAs utilizes technology to streamline communication and enhance the client experience. Clients praise the firm for its efficient, accurate, and professional service. They appreciate the firm's willingness to explain complex tax matters clearly and ensure clients fully understand their financial situation. Blue Heron CPAs has received positive feedback for its reasonable fees and ability to handle a variety of tax needs, including personal, business, and previous year tax issues.
I wish I can add more stars to this review. The recommendation is exceptionally high. With Nathan and Leah, there is full communication, transparency, education and trust. Of course these happen in stages, with my personal experience being a new business owner their help has been the key factor in keeping everything in line. They are very responsive and are educated in foreseeing situations that could possibly arise in the future. They have supported me with guidance of different avenues to start networking in order to grow my business, help with SEO strategies, and they genuinely ask to see how I am doing. Having a CPA who is well rounded in all the aspects of their… read full review
A single conversation saved me thousands.
Had a conversation with Nathan about my income. I was a W2 employee dumping money into my branch for work and not seeing returns yet while also not being able to write anything off. Nathan set me straight, walked me through setting everything up as a 1099 so I can write off biz expenses.
He also asked about any other problems I was having with the IRS. Ended up realizing due to a recent court ruling that I should be entitled to about $300 refund from the IRS. Nathan wrote the letter for me and sent detailed instructions on how to send it into the IRS.
I trust him.
Nathan was extremely helpful in guiding me through dealing with my mom’s death and her inheritance to me with tax implications. He was extremely patient and answered all my questions. He ended up pointing me to a tax specialist to fit my needs. Going forward, I will use him to do my personal taxes. Highly recommended.
Monday 9AM - 5PM
Tuesday 9AM - 5PM
Wednesday 9AM - 5PM
Thursday 9AM - 5PM
Friday 9AM - 5PM
Saturday Closed
Sunday Closed
1318 Quail Court, The Villages, FL 32163
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