Tax Preparation Services

At Chicory Wealth, we are happy to be our clients’ “one-stop shop” for all financial matters, which includes tax preparation services. With the addition to our team of tax specialist Jeff Audi in early 2020, we were able to provide tax services to all our clients who want it. Fees for these services depend on the type and complexity of the returns being filed. Clients whose assets we manage find this especially helpful because we already have access to many of their tax-related documents through our online portal. If you’re a client and would like more information about these services, contact Jeff Audi.