About Robert Blake
Enrolled Agent & Certified Financial Planner with 30+ years of experience.
Robert K. Blake
EA, CFP
Financial Planning
Brigham Young University
In practice since 1995
About Robert
Robert has worked in public accounting since 1995, bringing over 30 years of hands-on experience to every client relationship. He started his career at mid-size CPA firms in California and Oregon, where he developed deep expertise serving medical and dental professionals.
After graduating from Brigham Young University with a degree in Financial Planning, Robert earned both the Certified Financial Planner (CFP) designation and became an Enrolled Agent (EA), giving him the authority to represent taxpayers before all functions of the IRS.
Now based in Cedar Hills, Utah, at the base of the Wasatch Front, Robert provides a blend of personal service and professional expertise that keeps clients coming back for decades. Many of his client relationships span 10 to 24 years.
As a QuickBooks Certified ProAdvisor, Robert also helps small business owners set up and optimize their accounting systems for maximum efficiency.
Professional Credentials
Dual-credentialed for comprehensive tax and financial expertise.
EA
Enrolled Agent
Licensed by the U.S. Department of the Treasury, Enrolled Agents are authorized to represent taxpayers before the IRS at all administrative levels, including examinations, collections, and appeals. This authority is equivalent to that of CPAs and tax attorneys.
CFP
Certified Financial Planner
The CFP designation represents the highest standard in financial planning. It covers retirement planning, estate planning, insurance, investments, and tax planning, with a fiduciary obligation to act in the client's best interest.
Industries We Specialize In
Deep expertise in the areas that matter most to our clients.
Let's work together
Experience the difference that 30+ years of expertise and personal service makes.