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.
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.
Services by Blue Chip Tax are separate from any agreement with Blue Chip Partners.
Our wealth management team is ready to help you get the most life out of your wealth. If you have a portfolio of at least $500k, please give us a call. Click here to get started.
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