Tax Savings Requires Tax Planning

Blue Chip Tax: An exclusive clients-only service.

Leader of the Team

We are excited to announce that Al Mudryk, CPA, a longtime friend and client of Blue Chip, is leading Blue Chip Tax, LLC. Before the inception of Blue Chip Tax, Al prepared returns for over sixty of Blue Chip Partners’ clients.

What are the basic steps for filing my taxes?

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.

What if I already have an accountant?

The Blue Chip Difference

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.

One of the most common frustrations with tax preparation is the back-and-forth required to gather documents and clarify details. With your financial advisor and tax preparer working side by side, the entire process becomes smoother and more efficient. You’ll no longer need to coordinate between separate providers—everything is handled in-house.

Streamlined Tax Preparation

Comprehensive Financial Coordination

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.

Proactive Tax Planning

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.

Blue Chip Tax was founded to make your financial life easier.

Unlock a seamless tax season with Blue Chip Tax.

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.

Client Testimonials

"Al Mudryk has been delivering excellent results in tax preparation and planning for us for years. His advice is tailored to our needs and he has provided insight into tax law changes and how they affect our taxes currently and in the future. His tax preparation services are timely, well organized and accurate. Coupled with Blue Chip Partners' Financial Services, we now will benefit from the all-in-one solution for financial and tax advice. Highly recommend Al and BCP!"

"l have great admiration for Alan Mudryk. He has served as accountant for my wife, mother-in-law, and myself for the past eight years. His work is exceptional. He is knowledgeable, efficient, and a clear communicator. He is reliable and conscientious. Plus, he is funny. He has my highest recommendation."

"Alan Mudryk is an excellent and experienced accountant who knows the tax laws better than anyone else. After the passing of my mother-in-law, Blue Chip Partners and Alan assisted us in drafting a plan to distribute our inherited funds. Having Alan as my accountant has given me the peace of mind that my taxes are being completed in a timely and accurate manner."

*The comments on this page were given voluntarily by current clients. No compensation was given in exchange for their comments. Blue Chip Partners is not aware of any material conflicts of interest between these clients and the firm.

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We have your whole financial picture in mind.

Services by Blue Chip Tax are separate from any agreement with Blue Chip Partners.