Blue Chip Financial Services - CPA

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Introduction

My primary focus is on each individual client. I am not simply a tax preparer, but a confidant and adviser for all types of issues and questions. I am a CPA with over 10 years of experience that specializes in tax preparation, planning, and strategy. I am set up to do it all virtually via video conference and secure file transfer, but can also meet in person or mail if preferred.

Overview

Hired 97 times

Background checked

License verified

1 employee

15 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, and Venmo.

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2024

2023

2022

2021

Reviews

Customers rated this pro highly for responsiveness, work quality, and professionalism.

Excellent 4.9

75 reviews

5

98%

4

1%

3

0%

2

1%

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Read reviews that mention:

Victoria M.

Apr 13, 2024

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Hired on Thumbtack

Robert of Blue Chip Financial was great to work with this tax year! My previous tax preparer qho did my taxes for the past 10 years decided to retire and I had to find someone. Robert was trustworthy, professional, punctual and very knowledgeable and helpful with preparing my 2023 returns and I got a better return than I thought I was going to! Thank you Robert!

Individual Tax Preparation

Ananth P.

Mar 23, 2024

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Hired on Thumbtack

Business Tax Preparation

Buffy B.

Mar 29, 2023

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Hired on Thumbtack

Everyone should be as lucky as we are to have such a knowledgeable CPA to handle our complicated taxes. We felt totally confident in Robert and are grateful to gain this relationship moving forward.

Individual Tax Preparation

Úrsula F.

Mar 28, 2023

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Hired on Thumbtack

Robert was responsive and had a very good system in place to request all the necessary information from me. I have been renting a room in my house for the last year and my taxes were more complex than usual. I'm really glad I hired Robert and now have peace of mind that my taxes were done right. Will definitely get his help in the future for any other CPA needs.

Individual Tax Preparation

Kirstin T.

Feb 17, 2023

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Hired on Thumbtack

Robert was quick to respond and easy to work with. Filing taxes was straight forward and he helped us better understand our tax situation and plan for next year. He offered to help with any questions we have throughout the year which is very much appreciated. Thank you!

Individual Tax Preparation

Credentials

License

License Type: CPA Limited Liability Partnership (MD)

License verified on 12/16/2023

Background Check

Robert Brusak

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
It is pay per form, but I am transparent as possible up front
What is your typical process for working with a new customer?
I want to first have a call to review the process, meet/zoom once information is gathered to review
What education and/or training do you have that relates to your work?
I am a Certified Public Accountant