Financial Life Planning
Full-Service Tax Planning
Chicory clients have access to our friendly and experienced in-house tax team, who will work in lock step with your advisor to ensure your tax strategy and financial plan are fully aligned with your big-picture financial goals.
We may not be able to make tax planning the most exciting part of your day… but we will make it clearer, more organized, and a lot more approachable.
Tax Filing Services:
- Individual Tax Returns
- Married Filing Jointly Returns
- Estates & Trusts
- Business (Corporations, Partnerships, or LLCs)
- Schedule E (rentals, royalties)
- Schedule C (ex. sole proprietor(s))
- Complex or Multiple K-1s (i.e. partnerships, S-corp, trust and estates)
- Schedule F (Farms)
Additional Services:
- Capital Gain Analysis & Planning
- Donor Advised Fund (DAF) Planning & Analysis
- Business Entity Analysis
- Depreciation Schedules
- Stock Options (NQO & ISO), ESPP, RSUs
- Amended Returns