Tax Preparation Services
At Chicory Wealth, we pride ourselves on being able to offer our clients a “surround sound” experience for all things financial. This includes simple and advanced tax strategies and, for many clients, tax preparation services. Fees for tax preparation 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 and because of our deep familiarity with their full financial picture. Capacity for these services is limited. If you are not already a tax client, please contact your advisor or our Tax Manager, Jeff Audi, to inquire as to availability.