Blue Chip Tax: An exclusive, clients-only service.
Turn the chore of taxes into a smooth process. We’re here to help with every step by organizing all of your necessary financial documents in-house. Blue Chip Tax can complete your filing smoothly and without the burden falling back on you. As a Blue Chip Partners client, we already have your most important financial documents secured and can transfer them to Blue Chip Tax, hassle-free.
As your tax strategy improves and your returns get a little more complicated, having your financial advisor handle your tax preparation can make your life easier. As more CPAs retire and fewer enter the field, the challenge of finding qualified tax preparers continues to grow. Firms that have capacity are significantly raising their tax preparation fees. Our fees are competitive and reflect current market conditions so that moving to Blue Chip Tax feels like the right decision for you and your family.
With Blue Chip Tax, you’ll benefit from seamless coordination across our family of companies. Our goal is to ensure that your taxes, investments, and financial planning are strategically coordinated.
Blue Chip Tax integrates seamlessly with our other services—investment management, financial planning, and estate planning—allowing us to provide a complete view of your financial life. This holistic approach ensures that every piece of your financial picture is optimized and working together.
By having our tax professional and financial advisors collaborating throughout the year, we are better equipped to identify additional tax-saving opportunities.
At Blue Chip Partners, our primary goal is to continually enhance the services we provide to you. In April 2023, we surveyed our clients, and the results were clear—many of our clients expressed a desire for a comprehensive offering that encompasses investment management, financial planning, tax preparation, and estate planning. Over the past year, we have worked diligently to create an all-in-one solution to meet your needs. Tax preparation services are now available to Blue Chip Partners’ clients.
Experience exclusive and competitively priced tax preparation services with Blue Chip Tax, tailored just for Blue Chip Partners’ clients. We’re raising the bar in tax services, focusing solely on our client base to provide a personalized, efficient tax preparation experience intricately tied to your broader financial goals.
Services by Blue Chip Tax are separate from any agreement with Blue Chip Partners.
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